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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 %
SWA
751
SFMG Wealth Advisors
Texas
$732K – – –
SMA
752
Sage Mountain Advisors
Georgia
$726K +$318K +6,955 +78%
4WM
753
44 Wealth Management
Oregon
$725K +$725K +13,869 New
First Manhattan
754
First Manhattan
New York
$722K +$67.3K +1,475 +10%
SFI
755
Siemens Fonds Invest
Germany
$716K +$96.3K +2,109 +16%
LGF
756
LGT Group Foundation
Liechtenstein
$708K -$268K -5,625 -27%
SAM
757
Strategy Asset Managers
California
$702K +$702K +15,384 New
CCB
758
Country Club Bank
Missouri
$701K -$9.94K -220 -1%
SWM
759
Scissortail Wealth Management
Oklahoma
$699K -$668M -15,288 -100%
ZF
760
Zega Financial
Florida
$694K +$694K +15,211 New
WMWM
761
Whitaker-Myers Wealth Managers
Ohio
$694K +$254K +5,561 +58%
EHC
762
Everett Harris & Co
California
$693K – – –
1IA
763
1620 Investment Advisors
Massachusetts
$689K -$822 -18 -0.1%
VFA
764
Voya Financial Advisors
Connecticut
$685K -$55K -1,218 -7%
AIM
765
Aquila Investment Management
New York
$685K – – –
LAM
766
Lummis Asset Management
Texas
$668K +$22.1K +485 +3%
CIS
767
Custom Index Systems
New York
$665K +$311K +6,809 +88%
GL
768
Graypoint LLC
New York
$662K +$42.2K +924 +7%
CRC
769
Curi RMB Capital
Illinois
$654K +$6.57K +144 +1%
LFGO
770
Legacy Financial Group (Oklahoma)
Oklahoma
$652K -$68.7K -1,312 -10%
RWP
771
RWA Wealth Partners
Massachusetts
$652K +$3.84K +84 +0.6%
UB
772
UMB Bank
Missouri
$651K +$20.1K +441 +3%
CA
773
CoreCap Advisors
Michigan
$647K +$647K +14,181 New
ACGA
774
Atlanta Consulting Group Advisors
Georgia
$647K +$647K +14,175 New
IAA
775
Independent Advisor Alliance
North Carolina
$643K +$96.5K +2,114 +18%
29 30
31
32 33