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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
SAG
701
SageView Advisory Group
California
$883K -$408K -9,278 -32%
WC
702
Waterloo Capital
Texas
$881K -$134K -3,050 -14%
DI
703
Diligent Investors
California
$881K +$220 +5 +0%
SGCA
704
Steel Grove Capital Advisors
Tennessee
$879K
AA
705
Axiom Advisory
California
$876K +$21.9K +498 +3%
FDS
706
Freedom Day Solutions
Texas
$870K +$16.9K +384 +2%
SW
707
SteelPeak Wealth
California
$858K -$12.9K -294 -2%
RIA
708
Realta Investment Advisors
Delaware
$854K +$89.5K +2,036 +14%
BTC
709
Bank & Trust Company
Illinois
$852K
CTC
710
Central Trust Company
Missouri
$851K -$83.4K -1,898 -9%
FIM
711
Fernwood Investment Management
Massachusetts
$850K -$16.5K -375 -2%
SCM
712
Sterneck Capital Management
Missouri
$850K -$61.8K -1,407 -7%
IP
713
Ignite Planners
California
$849K -$19.1K -435 -2%
SAM
714
Smartleaf Asset Management
Massachusetts
$848K +$172K +3,905 +26%
TFS
715
Thoroughbred Financial Services
Tennessee
$847K +$2.2K +50 +0.3%
DBRC
716
D.B. Root & Company
Pennsylvania
$843K -$194K -4,415 -19%
GAG
717
GM Advisory Group
New York
$840K +$138K +3,138 +21%
LOAMS
718
Lombard Odier Asset Management (Switzerland)
Switzerland
$837K +$176K +3,998 +28%
BWA
719
Beam Wealth Advisors
Louisiana
$836K -$23.7K -539 -3%
BFM
720
Boothbay Fund Management
New York
$834K +$803K +18,267 New
BWM
721
BlackDiamond Wealth Management
New York
$830K -$143K -3,259 -18%
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$828K -$132K -3,000 -14%
SFP
723
Shepherd Financial Partners
Massachusetts
$827K +$797K +18,124 New
EA
724
Everpar Advisors
Oklahoma
$827K -$171K -3,884 -18%
DP
725
Dearborn Partners
Illinois
$827K +$8.84K +201 +1%

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.