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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
NP
901
NorthRock Partners
Minnesota
$418K +$17.3K +393 +4%
SIA
902
Schechter Investment Advisors
Michigan
$417K +$32K +729 +9%
APA
903
Astoria Portfolio Advisors
New York
$417K +$1.58K +36 +0.4%
WFI
904
West Family Investments
California
$417K +$29.8K +678 +8%
FWP
905
FAS Wealth Partners
Kansas
$412K -$15.5K -352 -4%
IAMOG
906
Investors Asset Management of Georgia
Georgia
$410K +$527 +12 +0.1%
FHA
907
Flagship Harbor Advisors
Massachusetts
$410K +$161K +3,652 +69%
PVI
908
Pine Valley Investments
New Jersey
$408K +$4.09K +93 +1%
CGL
909
Clarius Group LLC
Washington
$407K -$10.8K -246 -3%
CB
910
Cadence Bank
Mississippi
$407K +$48.4K +1,101 +14%
CB
911
Cooke & Bieler
Pennsylvania
$406K -$99.5M -2,263,150 -100%
APP
912
Avantax Planning Partners
Iowa
$405K -$53.4K -1,215 -12%
DWM
913
Defined Wealth Management
Oregon
$403K +$6.46K +147 +2%
GGA
914
Granite Group Advisors
Connecticut
$402K
AGA
915
Arkos Global Advisors
Texas
$396K
1WA
916
180 Wealth Advisors
Washington
$395K -$6.72K -153 -2%
RIL
917
Rothschild Investment LLC
Illinois
$394K +$3.17K +72 +0.8%
LBC
918
Lowe Brockenbrough & Co
Virginia
$392K +$171K +3,881 +82%
CI
919
CX Institutional
Indiana
$390K +$5.98K +136 +2%
CA
920
Calton & Associates
Florida
$389K +$374K +8,519 New
CCG
921
Catalina Capital Group
California
$385K +$39.8K +906 +12%
CIA
922
Cohen Investment Advisors
New Hampshire
$380K +$366K +8,322 New
FAM
923
Formidable Asset Management
Ohio
$379K -$383K -8,724 -51%
MIM
924
Moseley Investment Management
Florida
$375K
HFP
925
Holistic Financial Partners
Indiana
$375K -$25.8K -588 -7%

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.