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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
LMKC
1001
L.M. Kohn & Company
Ohio
$282K +$15.6K +356 +6%
HCM
1002
Hilton Capital Management
New York
$281K
BWP
1003
Balboa Wealth Partners
Arizona
$280K +$1.89K +43 +0.7%
FMLI
1004
Fukoku Mutual Life Insurance
Japan
$279K +$269K +6,120 New
IFWM
1005
Institute for Wealth Management
Colorado
$278K
MCCA
1006
Mill Creek Capital Advisors
Pennsylvania
$274K -$15.2K -345 -5%
PP
1007
PDS Planning
Ohio
$271K +$1.93K +44 +0.7%
JCM
1008
Jacobsen Capital Management
Utah
$270K +$659 +15 +0.3%
PAM
1009
Paradigm Asset Management
New York
$269K
CCMT
1010
CMT Capital Markets Trading
Germany
$269K +$259K +5,900 New
RWM
1011
RKL Wealth Management
Pennsylvania
$267K +$257K +5,841 New
BHPW
1012
Beverly Hills Private Wealth
California
$265K -$118K -2,679 -32%
CFG
1013
Cooper Financial Group
California
$264K -$111K -2,530 -30%
EHWM
1014
Eads & Heald Wealth Management
Georgia
$263K -$352 -8 -0.1%
OAM
1015
Oxford Asset Management
United Kingdom
$262K +$252K +5,743 New
DWT
1016
Dorsey & Whitney Trust
South Dakota
$261K +$1.54K +35 +0.6%
AFT
1017
Alpha Family Trust
California
$261K
CM
1018
Crestline Management
Texas
$260K +$251K +5,706 New
CCA
1019
Childress Capital Advisors
Texas
$260K -$5.19K -118 -2%
BWG
1020
Berry Wealth Group
Texas
$260K -$4.31K -98 -2%
PCS
1021
Personal CFO Solutions
New Jersey
$260K -$4.13K -94 -2%
RFA
1022
Resurgent Financial Advisors
Georgia
$260K -$49.2K -1,119 -16%
MCM
1023
Mengis Capital Management
Oregon
$259K -$43.9K -999 -15%
CCAL
1024
City Center Advisors LLC
Michigan
$258K -$50.4K -1,147 -17%
LP
1025
LMR Partners
United Kingdom
$256K +$247K +5,608 New

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.