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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
PWAM
501
Pinnacle West Asset Management
Wyoming
$2.95M
GRP
502
Global Retirement Partners
California
$2.95M -$184K -3,410 -6%
IC
503
IEQ Capital
California
$2.94M +$566K +10,511 +24%
ECM
504
Everence Capital Management
Indiana
$2.93M +$2.91M +54,060 New
KPWS
505
Kestra Private Wealth Services
Texas
$2.9M -$115K -2,143 -4%
SYBT
506
Stock Yards Bank & Trust
Kentucky
$2.9M -$235K -4,368 -8%
TW
507
Transform Wealth
Colorado
$2.88M -$153K -2,838 -5%
RC
508
Resolution Capital
Australia
$2.86M +$2.85M +52,817 New
OAC
509
OMERS Administration Corp
Ontario, Canada
$2.84M +$543K +10,085 +24%
BG
510
Bollard Group
Massachusetts
$2.71M +$14.2K +263 +0.5%
MG
511
Marex Group
$2.71M -$7.01M -130,000 -72%
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$2.69M +$634K +11,761 +31%
PCA
513
Providence Capital Advisors
North Carolina
$2.69M +$7.17K +133 +0.3%
PA
514
Profund Advisors
Maryland
$2.68M -$649K -12,039 -20%
TA
515
TKG Advisors
Indiana
$2.66M -$612K -11,348 -20%
RFC
516
Regions Financial Corp
Alabama
$2.65M -$90.9K -1,687 -3%
BC
517
Burney Company
Virginia
$2.63M +$76.8K +1,425 +3%
CC
518
Courier Capital
New York
$2.62M -$951K -17,650 -27%
AWM
519
Axxcess Wealth Management
California
$2.62M -$767K -14,230 -23%
BBWA
520
Bell & Brown Wealth Advisors
California
$2.62M +$13.7K +254 +0.5%
MECA
521
Miller Equity Capital Advisors
Texas
$2.6M -$50.1K -930 -2%
SCA
522
Snowden Capital Advisors
New York
$2.6M -$114K -2,107 -4%
GLA
523
Great Lakes Advisors
Illinois
$2.58M +$22K +408 +0.9%
IGAM
524
iA Global Asset Management
Quebec, Canada
$2.57M +$852K +15,810 +50%
LC
525
Lavaca Capital
Texas
$2.56M

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.