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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
PP
826
Pacifica Partners
Canada
$547K -$264 -6 -0.1%
PA
827
Parallel Advisors
California
$545K +$52K +1,182 +11%
WIA
828
World Investment Advisors
California
$545K +$524K +11,929 New
BCM
829
Birch Capital Management
Texas
$544K
HSA
830
HBK Sorce Advisory
Pennsylvania
$543K -$49.4K -1,124 -9%
PCIA
831
Prime Capital Investment Advisors
Kansas
$540K +$33.6K +764 +7%
OCG
832
Opus Capital Group
Ohio
$537K +$22.5K +511 +5%
MMPW
833
Mitchell McLeod Pugh & Williams
Alabama
$527K
Los Angeles Capital Management
834
Los Angeles Capital Management
California
$526K
IAS
835
Insigneo Advisory Services
Florida
$522K -$32.7K -745 -6%
FAIM
836
Financial Advocates Investment Management
Washington
$520K -$97.3K -2,214 -16%
GI
837
Gradient Investments
Minnesota
$520K -$4.4K -100 -0.9%
WSC
838
Wellington Shields & Co
New York
$515K
CFA
839
Cahill Financial Advisors
Minnesota
$514K -$38K -864 -7%
HNWAG
840
High Net Worth Advisory Group
Florida
$513K
PP
841
Patten & Patten
Tennessee
$506K -$87.9K -2,000 -15%
OFS
842
OneAscent Financial Services
Alabama
$506K +$487K +11,075 New
WMA
843
West Michigan Advisors
Michigan
$506K -$67.5K -1,535 -12%
DFCM
844
Dark Forest Capital Management
Puerto Rico
$502K +$483K +10,997 New
CFB
845
Cullen/Frost Bankers
Texas
$500K +$46.5K +1,058 +11%
MLL
846
Moody Lynn & Lieberson
Massachusetts
$498K
ATC
847
Adirondack Trust Company
New York
$497K -$1.76K -40 -0.4%
SFS
848
Sowell Financial Services
Arkansas
$497K -$35.6K -810 -7%
WMA
849
Wealth Management Associates
New Jersey
$497K +$8.79K +200 +2%
AAM
850
Augustine Asset Management
Florida
$497K -$5.76K -131 -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.