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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
BFA
476
Brendel Financial Advisors
New Hampshire
$2.37M +$18.4K +419 +0.8%
WorldQuant Millennium Advisors
477
WorldQuant Millennium Advisors
New York
$2.36M
DSCM
478
Del-Sette Capital Management
New York
$2.36M -$20.9K -475 -0.9%
VWM
479
Vivid Wealth Management
Iowa
$2.32M +$2.24M +50,917 New
AWS
480
Atria Wealth Solutions
New York
$2.31M -$23.1K -525 -1%
LTAS
481
Linden Thomas Advisory Services
North Carolina
$2.31M +$322K +7,325 +17%
RFC
482
Regions Financial Corp
Alabama
$2.31M -$411K -9,341 -16%
MMG
483
Monetary Management Group
Missouri
$2.29M
CL
484
Choreo LLC
Illinois
$2.29M +$309K +7,033 +17%
SCA
485
Snowden Capital Advisors
New York
$2.29M -$262K -5,961 -11%
BG
486
Bollard Group
Massachusetts
$2.27M +$643K +14,629 +42%
VA
487
Vident Advisory
Georgia
$2.27M +$508K +11,561 +30%
LC
488
Lindbrook Capital
California
$2.27M -$308K -7,008 -12%
PCA
489
Providence Capital Advisors
North Carolina
$2.26M +$25.2K +574 +1%
MECA
490
Miller Equity Capital Advisors
Texas
$2.24M
VI
491
Vestcor Inc
New Brunswick, Canada
$2.23M -$341K -7,768 -14%
BBWA
492
Bell & Brown Wealth Advisors
California
$2.2M -$36.1K -822 -2%
BMSSC
493
B. Metzler seel. Sohn & Co
Germany
$2.19M +$212K +4,823 +11%
DILIC
494
Dai-ichi Life Insurance Company
Japan
$2.18M -$12.8M -292,111 -86%
FTDI
495
First Trust Direct Indexing
Massachusetts
$2.17M +$103K +2,354 +5%
William Blair & Company
496
William Blair & Company
Illinois
$2.16M -$13.1K -298 -0.6%
GLA
497
Great Lakes Advisors
Illinois
$2.16M +$337K +7,669 +19%
LC
498
Lavaca Capital
Texas
$2.16M
BC
499
Burney Company
Virginia
$2.15M -$77.5K -1,763 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
500
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.15M -$5.18M -117,800 -71%

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.