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Williams Companies
WMB

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: 1,308 → 1,342 (+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: 35 → 29 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$250M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$155M
3
Blackstone Inc
Blackstone Inc
New York
+$111M
4
CIA
ClearBridge Investments (Australia)
Australia
+$82.5M
5
Millennium Management
Millennium Management
New York
+$74.6M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$297M
2
CB
Cooke & Bieler
Pennsylvania
-$99.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$90.6M
4
Bank of America
Bank of America
North Carolina
-$82.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
751
Veracity Capital
Georgia
$752K +$3.12K +71 +0.4%
NS
752
NBC Securities
Alabama
$747K -$51.8K -1,179 -7%
PFGIA
753
Patriot Financial Group Insurance Agency
Massachusetts
$742K +$34.7K +790 +5%
SBIA
754
Sheaff Brock Investment Advisors
Indiana
$736K +$6.15K +140 +0.9%
Fayez Sarofim & Co
755
Fayez Sarofim & Co
Texas
$734K – – –
MCP
756
Mirador Capital Partners
California
$733K -$14.2K -324 -2%
SWA
757
SFMG Wealth Advisors
Texas
$732K – – –
SMA
758
Sage Mountain Advisors
Georgia
$726K +$306K +6,955 +78%
4WM
759
44 Wealth Management
Oregon
$725K +$610K +13,869 New
First Manhattan
760
First Manhattan
New York
$722K +$64.8K +1,475 +10%
SFI
761
Siemens Fonds Invest
Germany
$716K +$92.7K +2,109 +16%
CAM
762
Chesapeake Asset Management
New York
$716K +$119K +2,709 +21%
LGF
763
LGT Group Foundation
Liechtenstein
$708K -$247K -5,625 -27%
SAM
764
Strategy Asset Managers
California
$702K +$676K +15,384 New
CCB
765
Country Club Bank
Missouri
$701K -$9.67K -220 -1%
SWM
766
Scissortail Wealth Management
Oklahoma
$699K -$672K -15,288 -100%
ZF
767
Zega Financial
Florida
$694K +$669K +15,211 New
WMWM
768
Whitaker-Myers Wealth Managers
Ohio
$694K +$244K +5,561 +58%
EHC
769
Everett Harris & Co
California
$693K – – –
1IA
770
1620 Investment Advisors
Massachusetts
$689K -$791 -18 -0.1%
VFA
771
Voya Financial Advisors
Connecticut
$685K -$53.5K -1,218 -7%
AIM
772
Aquila Investment Management
New York
$685K – – –
LAM
773
Lummis Asset Management
Texas
$668K +$21.3K +485 +3%
CIS
774
Custom Index Systems
New York
$665K +$299K +6,809 +88%
GL
775
Graypoint LLC
New York
$662K +$40.6K +924 +7%
29 30
31
32 33

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.