We are live on ! Find out more
WMB icon

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
LFG
451
Larson Financial Group
Missouri
$2.77M +$112K +2,541 +4%
CGH
452
Crossmark Global Holdings
Texas
$2.75M +$24.1K +549 +0.9%
NMERB
453
New Mexico Educational Retirement Board
New Mexico
$2.72M -$74.7K -1,700 -3%
MIF
454
Mediolanum International Funds
Ireland
$2.7M -$472K -10,743 -15%
SYBT
455
Stock Yards Bank & Trust
Kentucky
$2.64M -$712K -16,196 -22%
GRP
456
Global Retirement Partners
California
$2.64M -$21.7K -494 -0.8%
VAS
457
Vestmark Advisory Solutions
Massachusetts
$2.64M +$253K +5,753 +11%
EI
458
Ethic Inc
New York
$2.61M +$361K +8,224 +14%
Brown Advisory
459
Brown Advisory
Maryland
$2.61M -$16.2K -369 -0.6%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$2.6M +$4.09K +93 +0.2%
FFS
461
Founders Financial Securities
Maryland
$2.59M +$19.6K +447 +0.8%
TW
462
Transform Wealth
Colorado
$2.56M -$23.5K -535 -0.9%
TA
463
TKG Advisors
Indiana
$2.55M -$145K -3,294 -6%
CAG
464
Csenge Advisory Group
Florida
$2.55M +$317K +7,212 +17%
KPWS
465
Kestra Private Wealth Services
Texas
$2.55M +$128K +2,908 +5%
QCM
466
Qsemble Capital Management
New York
$2.54M +$2.45M +55,734 New
NIM
467
NEOS Investment Management
Connecticut
$2.53M +$500K +11,368 +26%
SBH
468
Segall Bryant & Hamill
Illinois
$2.52M +$2.42M +55,114 New
PBK
469
Peoples Bank (Kansas)
Kansas
$2.5M
PWAM
470
Pinnacle West Asset Management
Wyoming
$2.49M +$7.69K +175 +0.3%
SF
471
Summit Financial
New Jersey
$2.49M +$2.07M +47,090 +638%
FHB
472
First Hawaiian Bank
Hawaii
$2.42M -$960K -21,846 -29%
IIM
473
INTECH Investment Management
Florida
$2.41M +$742K +16,885 +47%
TRCT
474
Tower Research Capital (TRC)
New York
$2.41M -$71.5K -1,627 -3%
BAMF
475
BI Asset Management Fondsmaeglerselskab
Denmark
$2.39M +$554K +12,599 +32%

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.