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Williams Companies
WMB

Overview Fund Activity

1,331 hedge funds and large institutions have $48B invested in Williams Companies in 2024 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 495 increasing their positions, 493 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+32
Holders Change %
+2.46%
% of All Funds
19.25%
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
495
Reduced
493
Closed
95
Calls
$535M
Puts
$322M
Net Calls
+$213M
Net Calls Change
+$56.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$260M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$161M
3
Blackstone Inc
Blackstone Inc
New York
+$115M
4
CIA
ClearBridge Investments (Australia)
Australia
+$85.7M
5
Millennium Management
Millennium Management
New York
+$77.4M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$668M
2
Franklin Resources
Franklin Resources
California
-$345M
3
CB
Cooke & Bieler
Pennsylvania
-$103M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$94.1M
5
Bank of America
Bank of America
North Carolina
-$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
701
SteelPeak Wealth
California
$858K -$13.4K -294 -2%
RIA
702
Realta Investment Advisors
Delaware
$854K +$104K +2,036 +14%
BTC
703
Bank & Trust Company
Illinois
$852K – – –
CTC
704
Central Trust Company
Missouri
$851K -$86.6K -1,898 -9%
FIM
705
Fernwood Investment Management
Massachusetts
$850K -$17.1K -375 -2%
SCM
706
Sterneck Capital Management
Missouri
$850K -$64.2K -1,407 -7%
IP
707
Ignite Planners
California
$849K -$19.9K -435 -2%
SAM
708
Smartleaf Asset Management
Massachusetts
$848K +$176K +3,905 +26%
TFS
709
Thoroughbred Financial Services
Tennessee
$847K +$2.28K +50 +0.3%
DBRC
710
D.B. Root & Company
Pennsylvania
$843K -$202K -4,415 -19%
GAG
711
GM Advisory Group
New York
$840K +$143K +3,138 +21%
LOAMS
712
Lombard Odier Asset Management (Switzerland)
Switzerland
$837K +$183K +3,998 +28%
BWA
713
Beam Wealth Advisors
Louisiana
$836K -$24.6K -539 -3%
BFM
714
Boothbay Fund Management
New York
$834K +$834K +18,267 New
BWM
715
BlackDiamond Wealth Management
New York
$830K -$185K -3,259 -18%
FMII
716
Farmers & Merchants Investments Inc
Nebraska
$828K -$137K -3,000 -14%
SFP
717
Shepherd Financial Partners
Massachusetts
$827K +$827K +18,124 New
EA
718
Everpar Advisors
Oklahoma
$827K -$177K -3,884 -18%
DP
719
Dearborn Partners
Illinois
$827K +$9.18K +201 +1%
FWIA
720
Fort Washington Investment Advisors
Ohio
$813K -$813K -17,800 -50%
IWM
721
IHT Wealth Management
Illinois
$811K +$159K +3,477 +24%
EWA
722
EP Wealth Advisors
California
$808K +$278K +6,099 +53%
EH
723
Equitable Holdings
New York
$806K +$67.7K +1,482 +9%
HCM
724
Hollencrest Capital Management
California
$805K +$548 +12 +0.1%
RCM
725
RNC Capital Management
California
$804K – – –
27 28
29
30 31