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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
AFG
876
Argent Financial Group
Louisiana
$453K +$437K +9,933 New
CFP
877
Catalyst Financial Partners
Massachusetts
$453K +$1.1K +25 +0.3%
WPW
878
Waldron Private Wealth
Pennsylvania
$452K +$112K +2,549 +35%
SIMG
879
Sonora Investment Management Group
Arizona
$452K -$7.34K -167 -2%
NAG
880
Northstar Advisory Group
New Jersey
$449K +$432K +9,838 New
ET
881
Equitable Trust
Tennessee
$448K
GPW
882
Gentry Private Wealth
Kansas
$447K -$3.87K -88 -0.9%
SCM
883
Sage Capital Management
New Jersey
$446K +$4.4K +100 +1%
ALAM
884
Asahi Life Asset Management
Japan
$445K +$428K +9,740 New
BJL
885
Brighton Jones LLC
Washington
$443K -$21.3K -484 -5%
SWM
886
SeaCrest Wealth Management
New York
$443K +$86.9K +1,976 +26%
FFA
887
First Foundation Advisors
California
$438K -$47.6K -1,083 -10%
SSA
888
Sierra Summit Advisors
Nevada
$433K
DCBT
889
Dakota Community Bank & Trust
North Dakota
$432K -$9.1K -207 -2%
TW
890
TritonPoint Wealth
Maryland
$430K +$8.18K +186 +2%
GAMC
891
Garner Asset Management Corp
Texas
$427K
MG
892
Mather Group
Illinois
$426K -$127K -2,886 -24%
JCM
893
Jag Capital Management
Missouri
$425K +$79.1K +1,800 +24%
PA
894
Promethium Advisors
Maryland
$423K +$408K +9,275 New
PWP
895
Precedent Wealth Partners
Texas
$423K +$32K +729 +9%
CWS
896
Cypress Wealth Services
California
$423K +$7.3K +166 +2%
AWA
897
Arete Wealth Advisors
Illinois
$422K +$2.77K +63 +0.7%
RWM
898
Ritholtz Wealth Management
New York
$420K +$22.2K +506 +6%
VFA
899
Values First Advisors
Tennessee
$420K +$17.9K +408 +5%
ASG
900
Ariston Services Group
California
$419K

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.