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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
CCM
651
Coldstream Capital Management
Washington
$1.03M +$123K +2,799 +14%
AF
652
Allworth Financial
California
$1.03M -$663K -15,076 -40%
CCA
653
Checchi Capital Advisers
California
$1.03M -$2.81K -64 -0.3%
FTIS
654
First Trust Investment Solutions
Florida
$1.02M +$187K +4,257 +23%
LNWWM
655
Laird Norton Wetherby Wealth Management
California
$1.02M -$25K -568 -2%
FRA
656
Frank Rimerman Advisors
California
$1.01M +$225K +5,120 +30%
KSB
657
Kennebec Savings Bank
Maine
$1M +$967K +21,988 New
AO
658
Advisor OS
Illinois
$1M +$29.7K +675 +3%
KeyBank National Association
659
KeyBank National Association
Ohio
$1M +$142K +3,232 +17%
KIM
660
Kestra Investment Management
Texas
$1,000K +$963K +21,899 New
SC
661
Schulhoff & Co
Ohio
$996K -$4.4K -100 -0.6%
SC
662
Scotia Capital
Ontario, Canada
$994K -$52.1K -1,185 -5%
PIM
663
Pullen Investment Management
Florida
$993K -$1.32K -30 -0.1%
QI
664
Qtron Investments
Massachusetts
$992K +$556K +12,654 +139%
Vontobel Holding
665
Vontobel Holding
Switzerland
$986K +$15.3K +347 +2%
FWCM
666
Ferguson Wellman Capital Management
Oregon
$985K -$44 -1 -0%
NFG
667
Nations Financial Group
Iowa
$981K +$289K +6,565 +44%
GT
668
Greenleaf Trust
Michigan
$978K -$22.7K -516 -2%
WWA
669
WCG Wealth Advisors
Nevada
$978K +$95.3K +2,167 +11%
KWA
670
Kingswood Wealth Advisors
California
$970K +$48.1K +1,095 +5%
MSA
671
Marino Stram & Associates
Massachusetts
$966K +$2.11K +48 +0.2%
TSMHT
672
Thurston Springer Miller Herd & Titak
Indiana
$963K +$59K +1,342 +7%
OIA
673
OneDigital Investment Advisors
Kansas
$961K +$363K +8,257 +65%
MP
674
Mangrove Partners
Connecticut
$957K +$922K +20,966 New
DIA
675
Dana Investment Advisors
Wisconsin
$954K

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.