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Williams Companies
WMB

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: 1,308 → 1,342 (+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: 35 → 29 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$250M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$155M
3
Blackstone Inc
Blackstone Inc
New York
+$111M
4
CIA
ClearBridge Investments (Australia)
Australia
+$82.5M
5
Millennium Management
Millennium Management
New York
+$74.6M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$297M
2
CB
Cooke & Bieler
Pennsylvania
-$99.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$90.6M
4
Bank of America
Bank of America
North Carolina
-$82.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
551
Northwest & Ethical Investments
Ontario, Canada
$1.67M -$86.1K -1,958 -5%
SFA
552
Sequoia Financial Advisors
Ohio
$1.66M +$539K +12,256 +51%
KRSITF
553
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.65M -$142K -3,221 -8%
AAA
554
Adams Asset Advisors
Texas
$1.63M – – –
WANY
555
Wealthspire Advisors (New York)
New York
$1.63M +$10.3K +234 +0.7%
WA
556
Waverly Advisors
Alabama
$1.63M -$60.7K -1,382 -4%
PWP
557
Phillips Wealth Planners
Mississippi
$1.63M -$220K -4,995 -14%
BHA
558
Beech Hill Advisors
New York
$1.63M -$59.3K -1,350 -4%
BCM
559
Basso Capital Management
Connecticut
$1.62M – – –
TMAM
560
Tokio Marine Asset Management
Japan
$1.62M +$57.1K +1,300 +4%
GCA
561
Genesee Capital Advisors
New York
$1.61M -$123K -2,795 -7%
LSAG
562
Lake Street Advisors Group
New Hampshire
$1.61M -$3.1M -70,442 -67%
NSEDCP
563
NJ State Employees Deferred Compensation Plan
New Jersey
$1.6M – – –
DCM
564
Dudley Capital Management
Virginia
$1.6M +$1.45K +33 +0.1%
HCA
565
Harbor Capital Advisors
Illinois
$1.59M +$7.17K +163 +0.5%
TCPW
566
Twin City Private Wealth
North Carolina
$1.58M +$16.5K +375 +1%
MAS
567
Meeder Advisory Services
Ohio
$1.57M -$10K -228 -0.7%
Jones Financial Companies
568
Jones Financial Companies
Missouri
$1.56M +$1.2M +27,223 +369%
MYIA
569
Mount Yale Investment Advisors
Colorado
$1.56M -$156K -3,557 -9%
BBHC
570
Brown Brothers Harriman & Co
New York
$1.55M +$516K +11,745 +53%
AAG
571
Accordant Advisory Group
Maryland
$1.55M -$1.93K -44 -0.1%
CG
572
Caprock Group
Idaho
$1.55M +$919K +20,917 +160%
FCB
573
First County Bank
Connecticut
$1.52M -$446K -10,155 -23%
TPW
574
Transatlantique Private Wealth
New York
$1.51M -$41.6K -946 -3%
Squarepoint
575
Squarepoint
New York
$1.5M -$9.23K -210 -0.6%
21 22
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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.