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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
SPC
601
Sigma Planning Corp
Michigan
$1.32M +$37.1K +844 +3%
CB
602
CNB Bank
Pennsylvania
$1.3M -$232K -5,278 -16%
CIA
603
Concurrent Investment Advisors
Florida
$1.3M +$456K +10,374 +57%
TCOO
604
Trust Company of Oklahoma
Oklahoma
$1.3M -$122K -2,767 -9%
PG
605
Patten Group
Tennessee
$1.3M +$62.2K +1,415 +5%
KIA
606
KCM Investment Advisors
California
$1.3M -$6.72K -153 -0.5%
CAM
607
Centre Asset Management
New York
$1.29M -$61.1K -1,391 -5%
SWM
608
Segment Wealth Management
Texas
$1.27M +$20.6K +469 +2%
NHC
609
Nicholas Hoffman & Company
Georgia
$1.25M -$8.62K -196 -0.7%
S
610
SignatureFD
Georgia
$1.24M +$75.4K +1,716 +7%
MIM
611
MTM Investment Management
South Carolina
$1.24M – – –
HCP
612
Holt Capital Partners
Texas
$1.24M +$458K +10,425 +63%
DAS
613
Diversify Advisory Services
Utah
$1.23M +$5.5K +125 +0.5%
EF
614
Empirical Finance
Pennsylvania
$1.23M +$62.9K +1,431 +6%
CI
615
Conning Inc
Connecticut
$1.22M +$225K +5,130 +24%
BP
616
Ballentine Partners
Massachusetts
$1.22M +$74.3K +1,690 +7%
GWM
617
Geneos Wealth Management
Colorado
$1.2M +$208K +4,727 +22%
Walleye Trading
618
Walleye Trading
New York
$1.19M -$21.7M -492,849 -95%
AFP
619
Ausdal Financial Partners
Iowa
$1.19M +$82.5K +1,876 +8%
PCG
620
Prosperity Consulting Group
Maryland
$1.17M +$1.13M +25,722 New
MFIM
621
Mesirow Financial Investment Management
Illinois
$1.17M +$632K +14,389 +127%
ECM
622
Evergreen Capital Management
Washington
$1.17M -$2.9K -66 -0.3%
CM
623
Castleark Management
Illinois
$1.17M – – –
FFM
624
Forum Financial Management
Illinois
$1.16M +$527 +12 +0%
DWM
625
Dakota Wealth Management
Florida
$1.16M -$45.8K -1,041 -4%
23 24
25
26 27

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.