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Williams Companies

1,518 hedge funds and large institutions have $57B invested in Williams Companies in 2024 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 475 increasing their positions, 590 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 277 | Existing positions closed: 75

52% more funds holding in top 10

Funds holding in top 10: 2944 (+15)

17% more capital invested

Capital invested by funds: $48.5B → $57B (+$8.42B)

13% more funds holding

Funds holding: 1,3411,518 (+177)

0.81% less ownership

Funds ownership: 87.12%86.31% (-0.81%)

19% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 590

26% less call options, than puts

Call options by funds: $427M | Put options by funds: $573M

Holders
1,518
Holders Change
+177
Holders Change %
+13.2%
% of All Funds
19.99%
Holding in Top 10
44
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+51.72%
% of All Funds
0.58%
New
277
Increased
475
Reduced
590
Closed
75
Calls
$427M
Puts
$573M
Net Calls
-$146M
Net Calls Change
-$359M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
426
NBW Capital
Massachusetts
$4.31M -$751K -13,935 -15%
PGFC
427
Peapack-Gladstone Financial Corp
New Jersey
$4.31M -$143K -2,662 -3%
JWM
428
Jackson Wealth Management
Florida
$4.3M +$169K +3,137 +4%
IP
429
Interval Partners
New York
$4.3M +$2.71M +50,273 +173%
LSA
430
L & S Advisors
California
$4.2M -$47.9K -889 -1%
AF
431
Arrow Financial
New York
$4.15M -$141K -2,609 -3%
RAM
432
Roanoke Asset Management
New Jersey
$4.14M -$539K -10,000 -12%
Envestnet Portfolio Solutions
433
Envestnet Portfolio Solutions
Illinois
$4.09M -$612K -11,363 -13%
UAS
434
United Asset Strategies
New York
$4.09M -$50.2K -932 -1%
HIMCH
435
Hartford Investment Management Co (HIMCO)
Connecticut
$4.08M -$91.8K -1,703 -2%
HWAM
436
Hennion & Walsh Asset Management
New Jersey
$4.07M +$590K +10,950 +17%
MS
437
Madden Securities
Texas
$4.05M -$56.6K -1,050 -1%
WAAG
438
Wealth Alliance Advisory Group
Kansas
$4.01M +$48.5K +900 +1%
IMRF
439
Illinois Municipal Retirement Fund
Illinois
$3.99M
SSA
440
Schonfeld Strategic Advisors
New York
$3.99M +$3.97M +73,657 New
DILIC
441
Dai-ichi Life Insurance Company
Japan
$3.97M +$1.38M +25,592 +54%
WP
442
Woodline Partners
California
$3.96M +$3.95M +73,207 New
NIM
443
NEOS Investment Management
Connecticut
$3.95M +$939K +17,420 +31%
DADC
444
D.A. Davidson & Co
Montana
$3.94M -$234K -4,338 -6%
AG
445
Ascent Group
Virginia
$3.94M +$11.6K +216 +0.3%
AAS
446
Avantax Advisory Services
Texas
$3.94M -$1.35M -25,094 -26%
ITC
447
Inspire Trust Company
Nevada
$3.89M -$323K -6,000 -8%
Barrow, Hanley, Mewhinney & Strauss
448
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.81M
USCWA
449
U.S. Capital Wealth Advisors
Texas
$3.8M +$89.1K +1,654 +2%
FC
450
Forte Capital
New York
$3.8M -$46.3K -859 -1%

WMB Hedge Fund Activity: Q4 2024 in Review

1,518 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2024, worth a combined $57B — up 17% from $48.5B a quarter earlier.

Buyers outnumbered sellers: 277 funds opened new WMB positions and 75 closed out — a net gain of 202 holders — while 475 added to existing stakes and 590 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $273M. The largest seller was Bank of America, cutting an estimated $480M.

  • 1,518 institutional investors held Williams Companies (WMB) as of Q4 2024, up from 1,341 in Q3 2024.
  • Funds reported $57B of Williams Companies stock for Q4 2024, up 17% quarter-over-quarter.
  • 277 funds opened new Williams Companies positions in Q4 2024 and 75 closed out, a net change of +202 holders.
  • The largest Williams Companies buyer in Q4 2024 was Blackstone Inc, an estimated $273M added.
  • The largest Williams Companies seller in Q4 2024 was Bank of America, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2024.