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Williams Companies
WMB

Overview Fund Activity

1,331 hedge funds and large institutions have $48B invested in Williams Companies in 2024 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 495 increasing their positions, 493 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+32
Holders Change %
+2.46%
% of All Funds
19.25%
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
495
Reduced
493
Closed
95
Calls
$535M
Puts
$322M
Net Calls
+$213M
Net Calls Change
+$56.8M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$260M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$161M
3
Blackstone Inc
Blackstone Inc
New York
+$115M
4
CIA
ClearBridge Investments (Australia)
Australia
+$85.7M
5
Millennium Management
Millennium Management
New York
+$77.4M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$668M
2
Franklin Resources
Franklin Resources
California
-$345M
3
CB
Cooke & Bieler
Pennsylvania
-$103M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$94.1M
5
Bank of America
Bank of America
North Carolina
-$85.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
976
JTC Employer Solutions Trustee
Jersey
$295K – – –
VFA
977
Valeo Financial Advisors
Indiana
$295K +$15.4K +337 +6%
FFA
978
Fi3 Financial Advisors
Indiana
$295K +$295K +6,452 New
HW
979
Hancock Whitney
Mississippi
$294K -$36.1K -791 -11%
ACP
980
Aveo Capital Partners
Colorado
$293K -$29.9K -655 -9%
HFM
981
Harvest Fund Management
China
$292K +$11.8K +258 +4%
TA
982
Townsend & Associates
Colorado
$290K – – –
CCG
983
Cypress Capital Group
Florida
$290K +$4.75K +104 +2%
VA
984
Valmark Advisers
Ohio
$288K +$6.39K +140 +2%
CLOS
985
Compagnie Lombard Odier SCmA
Switzerland
$288K +$8.26K +181 +3%
AWAP
986
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$288K -$3.38K -74 -1%
CA
987
Commerzbank Aktiengesellschaft
Germany
$284K +$284K +6,207 New
HR
988
Hardy Reed
Mississippi
$284K – – –
WAP
989
Wealthcare Advisory Partners
Pennsylvania
$284K +$31.3K +686 +12%
PIA
990
Powell Investment Advisors
Florida
$283K – – –
TAM
991
Tocqueville Asset Management
New York
$283K – – –
HBW
992
Hazlett, Burt & Watson
West Virginia
$282K – – –
LMKC
993
L.M. Kohn & Company
Ohio
$282K +$16.3K +356 +6%
HCM
994
Hilton Capital Management
New York
$281K – – –
BWP
995
Balboa Wealth Partners
Arizona
$280K +$1.96K +43 +0.7%
FMLI
996
Fukoku Mutual Life Insurance
Japan
$279K +$279K +6,120 New
IFWM
997
Institute for Wealth Management
Colorado
$278K – – –
MCCA
998
Mill Creek Capital Advisors
Pennsylvania
$274K -$15.7K -345 -5%
PP
999
PDS Planning
Ohio
$271K +$2.01K +44 +0.7%
JCM
1000
Jacobsen Capital Management
Utah
$270K +$685 +15 +0.3%
38 39
40
41 42