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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
GA
576
GoalVest Advisory
New York
$1.49M +$42.8K +974 +3%
MYAM
577
Meiji Yasuda Asset Management
Japan
$1.49M +$63.7K +1,450 +5%
OBAM
578
ODDO BHF Asset Management
France
$1.48M +$1.43M +32,460 New
WA
579
Wealth Alliance
New York
$1.48M -$544K -12,366 -28%
WJWM
580
Williams Jones Wealth Management
New York
$1.47M -$10.4K -237 -0.7%
AWM
581
Apollon Wealth Management
South Carolina
$1.47M +$84.3K +1,917 +6%
PPW
582
Parcion Private Wealth
Washington
$1.46M +$1.41M +32,087 New
SCTC
583
Sanibel Captiva Trust Company
Florida
$1.45M -$27.3K -622 -2%
D.E. Shaw & Co
584
D.E. Shaw & Co
New York
$1.45M -$7.54M -171,547 -84%
IGAM
585
iA Global Asset Management
Quebec, Canada
$1.45M +$661K +15,038 +90%
TA
586
TrueWealth Advisors
Alabama
$1.43M +$312K +7,095 +29%
GI
587
GAMMA Investing
California
$1.42M +$315K +7,177 +30%
BTWM
588
Baker Tilly Wealth Management
Wisconsin
$1.41M +$140K +3,178 +11%
SWP
589
Stratos Wealth Partners
Ohio
$1.41M +$516K +11,729 +61%
ANTB
590
AMG National Trust Bank
Colorado
$1.4M +$12.8K +292 +1%
FCP
591
Fidelis Capital Partners
Florida
$1.39M +$17.1K +388 +1%
USAA
592
United Services Automobile Association
Texas
$1.39M -$308K -7,011 -19%
BWM
593
Buckley Wealth Management
Nevada
$1.38M +$3.74K +85 +0.3%
WS
594
Wedbush Securities
California
$1.37M -$1.06M -24,036 -44%
WSFS
595
Wilmington Savings Fund Society
Delaware
$1.35M +$1.3M +29,493 New
LFAS
596
Level Four Advisory Services
Texas
$1.33M -$125K -2,843 -10%
NG
597
Norden Group
Utah
$1.33M +$322K +7,332 +34%
IP
598
Interval Partners
New York
$1.33M -$1.73M -39,320 -57%
UCI
599
Uncommon Cents Investing
Wisconsin
$1.32M +$39.1K +890 +3%
HH
600
Hilltop Holdings
Texas
$1.32M +$483K +10,985 +61%

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.