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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
WPC
676
Wedmont Private Capital
Pennsylvania
$953K +$31.5K +717 +4%
MAM
677
Meeder Asset Management
Ohio
$953K
I
678
INVST
Indiana
$952K -$79.5K -1,808 -8%
MWM
679
Mosley Wealth Management
California
$941K +$57.9K +1,318 +8%
Verition Fund Management
680
Verition Fund Management
Connecticut
$938K +$391K +8,899 +76%
QWP
681
Quotient Wealth Partners
Texas
$938K -$76.2K -1,733 -8%
IFG
682
Independent Financial Group
California
$935K -$44.5K -1,013 -5%
NC
683
Nicholas Company
Wisconsin
$924K
PCM
684
Pointe Capital Management
Michigan
$923K
QCG
685
Quadrant Capital Group
Ohio
$922K +$24.1K +549 +3%
UCFA
686
United Capital Financial Advisors
Texas
$920K -$9.89K -225 -1%
AIM
687
Aspen Investment Management
Michigan
$917K +$7.08K +161 +0.8%
PI
688
PFG Investments
New York
$917K +$64.1K +1,458 +8%
PM
689
Penbrook Management
New York
$914K -$96.7K -2,200 -10%
AWA
690
Arkadios Wealth Advisors
Georgia
$913K +$611K +13,909 +228%
OF
691
Outfitter Financial
Maine
$913K
MFS
692
Monetta Financial Services
Illinois
$913K +$879K +20,000 New
WPA
693
West Paces Advisors
Georgia
$912K +$75.4K +1,715 +9%
FFA
694
Farther Finance Advisors
California
$908K +$55.5K +1,263 +7%
MPPW
695
Mitchell & Pahl Private Wealth
Oklahoma
$905K -$14.2K -324 -2%
IC
696
Inscription Capital
Texas
$904K -$78.4K -1,783 -8%
NAMA
697
Nikko Asset Management Americas
New York
$902K -$380K -8,641 -30%
FCFC
698
First Commonwealth Financial Corp
Pennsylvania
$901K +$14.3K +325 +2%
CA
699
Cornerstone Advisors
North Carolina
$899K
SF
700
Synovus Financial
Georgia
$892K +$282K +6,409 +49%

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.