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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
TIAA Trust, National Association
926
TIAA Trust, National Association
North Carolina
$374K +$116K +2,648 +48%
QIM
927
Quantitative Investment Management
Virginia
$374K -$157K -3,567 -30%
PA
928
Pinnacle Associates
New York
$374K +$126K +2,865 +36%
NAMNJ
929
NorthStar Asset Management (New Jersey)
New Jersey
$371K +$1.85K +42 +0.5%
EWA
930
EverSource Wealth Advisors
Alabama
$370K -$22.5K -512 -6%
BWM
931
Birchcreek Wealth Management
Ohio
$369K
PPC
932
Park Place Capital
Alabama
$369K -$345K -7,853 -49%
WT
933
Whittier Trust
California
$368K +$12.1K +275 +4%
KMWM
934
Keudell/Morrison Wealth Management
Oregon
$363K -$175K -3,972 -33%
BPWM
935
Badgley Phelps Wealth Managers
Washington
$361K +$348K +7,917 New
E3F
936
Eight 31 Financial
Texas
$361K -$6.29K -143 -2%
BIG
937
Brooklyn Investment Group
New York
$357K +$8.66K +197 +3%
FWTB
938
First Western Trust Bank
Colorado
$356K -$132 -3 -0%
CG
939
Clarus Group
Texas
$353K -$7.96K -181 -2%
ATPW
940
Ashton Thomas Private Wealth
Arizona
$350K -$155K -3,529 -32%
HC
941
Hamilton Capital
Ohio
$349K +$34.5K +785 +13%
CRI
942
Colonial River Investments
Virginia
$349K +$336K +7,651 New
MGAM
943
McGowan Group Asset Management
Texas
$348K +$19.1K +434 +6%
NWWA
944
New Wave Wealth Advisors
Arkansas
$345K -$4.13K -94 -1%
HOWA
945
Heritage Oak Wealth Advisors
Florida
$345K +$332K +7,556 New
MA
946
MJP Associates
Connecticut
$344K -$98.4K -2,238 -23%
IPAM
947
Investment Partners Asset Management
New Jersey
$344K
CCC
948
Chelsea Counsel Company
California
$342K
PPP
949
Private Portfolio Partners
New Jersey
$340K +$327K +7,445 New
FT
950
Fiduciary Trust
Massachusetts
$336K -$923 -21 -0.3%

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.