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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
CRC
776
Curi RMB Capital
Illinois
$654K +$6.33K +144 +1%
LFGO
777
Legacy Financial Group (Oklahoma)
Oklahoma
$652K -$57.7K -1,312 -10%
RWP
778
RWA Wealth Partners
Massachusetts
$652K +$3.69K +84 +0.6%
UB
779
UMB Bank
Missouri
$651K +$19.4K +441 +3%
CA
780
CoreCap Advisors
Michigan
$647K +$623K +14,181 New
ACGA
781
Atlanta Consulting Group Advisors
Georgia
$647K +$623K +14,175 New
IAA
782
Independent Advisor Alliance
North Carolina
$643K +$92.9K +2,114 +18%
OCM
783
One Capital Management
California
$641K +$747 +17 +0.1%
EFG
784
Everhart Financial Group
Ohio
$638K +$101K +2,293 +20%
GWM
785
Gibbs Wealth Management
Georgia
$638K -$63.1K -1,435 -9%
VWA
786
Visionary Wealth Advisors
Illinois
$637K -$6.42K -146 -1%
TW
787
Trajan Wealth
Arizona
$632K -$6.86K -156 -1%
PS
788
Presima Securities
Quebec, Canada
$630K
PFS
789
Prospera Financial Services
Texas
$626K +$40.3K +917 +7%
PAM
790
Palisade Asset Management
Minnesota
$620K +$25.8K +587 +5%
EW
791
Evoke Wealth
California
$618K +$596K +13,548 New
AH
792
Addis & Hill
Pennsylvania
$618K
CSC
793
Caldwell Sutter Capital
California
$617K -$22.4K -510 -4%
SMC
794
Smith, Moore & Co
Missouri
$615K +$215K +4,896 +57%
TCA
795
Transcend Capital Advisors
New Jersey
$609K +$7.74K +176 +1%
CF
796
Centaurus Financial
California
$608K +$1.19K +27 +0.2%
GBT
797
Grove Bank & Trust
Florida
$602K -$84.7K -1,928 -13%
BIM
798
Bridges Investment Management
Nebraska
$600K -$712K -16,206 -55%
MAA
799
Mraz Amerine & Associates
California
$596K -$4.4K -100 -0.8%
BFIM
800
Beese Fulmer Investment Management
Ohio
$589K

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.