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Williams Companies

1,342 hedge funds and large institutions have $48.5B invested in Williams Companies in 2024 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 501 increasing their positions, 496 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $535M | Put options by funds: $322M

53% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 94

7% more capital invested

Capital invested by funds: $45.2B → $48.5B (+$3.37B)

3% more funds holding

Funds holding: 1,3081,342 (+34)

1% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 496

0.09% less ownership

Funds ownership: 87.21%87.12% (-0.09%)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

Holders
1,342
Holders Change
+34
Holders Change %
+2.6%
% of All Funds
19.27%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.42%
New
144
Increased
501
Reduced
496
Closed
94
Calls
$535M
Puts
$322M
Net Calls
+$213M
Net Calls Change
+$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
P
426
&Partners
Tennessee
$3.2M +$2M +45,516 +186%
SA
427
SL Advisors
New Jersey
$3.19M +$75.1K +1,709 +3%
AWCI
428
Alpine Woods Capital Investors
New York
$3.19M -$26.7K -608 -1%
CB
429
Commerce Bank
Missouri
$3.17M +$144K +3,280 +5%
BWM
430
BNC Wealth Management
Oregon
$3.16M +$3.04M +69,231 New
LSERS
431
Louisiana State Employees Retirement System
Louisiana
$3.13M -$17.6K -400 -0.6%
USCWA
432
U.S. Capital Wealth Advisors
Texas
$3.13M +$22.3K +507 +0.7%
TPCW
433
TD Private Client Wealth
New York
$3.1M -$1.54M -34,950 -34%
SAM
434
Securian Asset Management
Minnesota
$3.08M -$117K -2,663 -4%
SGC
435
Slocum, Gordon & Co
Rhode Island
$3.05M -$30.8K -700 -1%
BFG
436
Bleakley Financial Group
New Jersey
$3.05M -$5.36M -122,044 -65%
3IP
437
3Chopt Investment Partners
Virginia
$3.05M +$17.5K +399 +0.6%
EWA
438
Exencial Wealth Advisors
Oklahoma
$3.04M +$25.8K +588 +0.9%
CC
439
Courier Capital
New York
$3.02M +$2.91M +66,137 New
MOS
440
MGO One Seven
Ohio
$3.02M -$183K -4,156 -6%
ECM
441
EagleClaw Capital Management
Massachusetts
$3M -$45.5K -1,035 -2%
HWAM
442
Hennion & Walsh Asset Management
New Jersey
$2.94M +$281K +6,391 +11%
SLI
443
Sumitomo Life Insurance
Japan
$2.92M +$420K +9,561 +18%
GAM
444
Groupama Asset Management
France
$2.91M +$949K +21,585 +37%
MGIA
445
Moneta Group Investment Advisors
Missouri
$2.88M -$3.12K -71 -0.1%
AWM
446
Axxcess Wealth Management
California
$2.86M +$1.14M +25,828 +70%
BIC
447
Beach Investment Counsel
Pennsylvania
$2.84M
PAS
448
Park Avenue Securities
New York
$2.84M +$51.3K +1,166 +2%
PA
449
Profund Advisors
Maryland
$2.81M -$154K -3,505 -5%
AssetMark Inc
450
AssetMark Inc
California
$2.77M -$317K -7,219 -11%

WMB Hedge Fund Activity: Q3 2024 in Review

1,342 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2024, worth a combined $48.5B — up 7.5% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new WMB positions and 94 closed out — a net gain of 50 holders — while 501 added to existing stakes and 496 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $250M. The largest seller was Franklin Resources, cutting an estimated $297M.

  • 1,342 institutional investors held Williams Companies (WMB) as of Q3 2024, up from 1,308 in Q2 2024.
  • Funds reported $48.5B of Williams Companies stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 144 funds opened new Williams Companies positions in Q3 2024 and 94 closed out, a net change of +50 holders.
  • The largest Williams Companies buyer in Q3 2024 was Wellington Management Group, an estimated $250M added.
  • The largest Williams Companies seller in Q3 2024 was Franklin Resources, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2024.