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Williams Companies

1,341 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: 1,3071,341 (+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
1,341
Holders Change
+34
Holders Change %
+2.6%
% of All Funds
19.26%
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
CHP
51
Castle Hook Partners
New York
$136M +$31.6M +718,915 +32%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$131M +$1.7M +38,594 +1%
EWM
53
Evercore Wealth Management
New York
$127M -$2.52M -57,342 -2%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$126M -$9.46M -215,276 -7%
SAM
55
Silvercrest Asset Management
New York
$124M -$3.69M -83,986 -3%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$121M +$10.7M +243,302 +10%
Mariner
57
Mariner
Kansas
$117M +$933K +21,219 +0.8%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$114M -$312K -7,097 -0.3%
EIC
59
Equity Investment Corp
Georgia
$113M -$2.18M -49,666 -2%
LPL Financial
60
LPL Financial
California
$112M -$14.3M -324,421 -12%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$111M -$2.88M -65,545 -3%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$110M +$4.24M +96,500 +4%
National Pension Service
63
National Pension Service
South Korea
$109M +$15.3M +348,139 +17%
CAI
64
Capital Advisors Inc
Oklahoma
$105M -$4.22M -95,991 -4%
Franklin Resources
65
Franklin Resources
California
$104M -$297M -6,762,346 -77%
Citadel Advisors
66
Citadel Advisors
Florida
$102M -$12.6M -285,855 -11%
Prudential Financial
67
Prudential Financial
New Jersey
$100M +$55.2M +1,255,303 +133%
EIP
68
Energy Income Partners
Connecticut
$100M -$5.92M -134,570 -6%
Federated Hermes
69
Federated Hermes
Pennsylvania
$98.8M -$73.2M -1,665,749 -43%
Bank of Nova Scotia
70
Bank of Nova Scotia
Ontario, Canada
$97.5M -$9.32M -211,918 -9%
DPIM
71
Duff & Phelps Investment Management
Illinois
$97.1M -$68.3K -1,554 -0.1%
CCM
72
Chickasaw Capital Management
Tennessee
$95.8M +$19.5M +443,423 +27%
HighTower Advisors
73
HighTower Advisors
Illinois
$94.2M +$5.15M +117,113 +6%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$92.9M -$789K -17,951 -0.9%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$87.5M +$6.54M +148,845 +8%

WMB Hedge Fund Activity: Q3 2024 in Review

1,341 of the 6,964 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.

  • 1,341 institutional investors held Williams Companies (WMB) as of Q3 2024, up from 1,307 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.