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Williams Companies
WMB

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: 1,308 → 1,342 (+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: 35 → 29 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$250M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$155M
3
Blackstone Inc
Blackstone Inc
New York
+$111M
4
CIA
ClearBridge Investments (Australia)
Australia
+$82.5M
5
Millennium Management
Millennium Management
New York
+$74.6M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$297M
2
CB
Cooke & Bieler
Pennsylvania
-$99.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$90.6M
4
Bank of America
Bank of America
North Carolina
-$82.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
976
HM Payson & Co
Maine
$306K -$46.5K -1,057 -14%
JCM
977
Jacobi Capital Management
Pennsylvania
$306K +$2.37K +54 +0.8%
EAM
978
Everstar Asset Management
North Carolina
$301K +$290K +6,600 New
CAMG
979
CWA Asset Management Group
Florida
$300K +$289K +6,581 New
PWPS
980
Pinnacle Wealth Planning Services
Ohio
$300K – – –
BSTWA
981
Blake Schutter Theil Wealth Advisors
Ohio
$299K +$288K +6,550 New
FHA
982
First Horizon Advisors
Tennessee
$298K -$31.6K -719 -10%
PFA
983
Pinnacle Family Advisors
Missouri
$297K +$9.28K +211 +3%
JEST
984
JTC Employer Solutions Trustee
Jersey
$295K – – –
VFA
985
Valeo Financial Advisors
Indiana
$295K +$14.8K +337 +6%
FFA
986
Fi3 Financial Advisors
Indiana
$295K +$284K +6,452 New
HW
987
Hancock Whitney
Mississippi
$294K -$34.8K -791 -11%
ACP
988
Aveo Capital Partners
Colorado
$293K -$28.8K -655 -9%
HFM
989
Harvest Fund Management
China
$292K +$11.3K +258 +4%
TA
990
Townsend & Associates
Colorado
$290K – – –
CCG
991
Cypress Capital Group
Florida
$290K +$4.57K +104 +2%
VA
992
Valmark Advisers
Ohio
$288K +$6.15K +140 +2%
CLOS
993
Compagnie Lombard Odier SCmA
Switzerland
$288K +$7.96K +181 +3%
AWAP
994
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$288K -$3.25K -74 -1%
CA
995
Commerzbank Aktiengesellschaft
Germany
$284K +$273K +6,207 New
HR
996
Hardy Reed
Mississippi
$284K – – –
WAP
997
Wealthcare Advisory Partners
Pennsylvania
$284K +$30.2K +686 +12%
PIA
998
Powell Investment Advisors
Florida
$283K – – –
TAM
999
Tocqueville Asset Management
New York
$283K – – –
HBW
1000
Hazlett, Burt & Watson
West Virginia
$282K – – –
38 39
40
41 42

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.