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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
CFM
1026
Catalyst Funds Management
Australia
$256K +$246K +5,600 New
DIP
1027
Davis Investment Partners
North Carolina
$253K – – –
EIP
1028
Ellis Investment Partners
Pennsylvania
$253K +$2.55K +58 +1%
ICP
1029
Interchange Capital Partners
Pennsylvania
$253K +$243K +5,533 New
CM
1030
Capital Management
Virginia
$251K – – –
JBA
1031
Johnson Bixby & Associates
Washington
$251K – – –
CWM
1032
CarsonAllaria Wealth Management
Illinois
$251K -$41.5K -944 -15%
RFS
1033
Richardson Financial Services
Massachusetts
$251K – – –
AIM
1034
Anchor Investment Management
South Carolina
$250K – – –
CCM
1035
Chilton Capital Management
Texas
$250K -$74K -1,684 -24%
AC
1036
Annandale Capital
Texas
$247K – – –
C
1037
CEDRUS
Colorado
$246K -$169K -3,854 -42%
CT
1038
Chicago Trust
Illinois
$246K +$237K +5,394 New
BBA
1039
Baader Bank Aktiengesellschaft
Germany
$246K -$571K -13,000 -71%
AWM
1040
Avior Wealth Management
Nebraska
$245K -$609K -13,850 -72%
QL
1041
Quarry LP
New York
$243K +$198K +4,511 +548%
WAM
1042
Walker Asset Management
Missouri
$242K +$2.42K +55 +1%
DSC
1043
Duncker Streett & Co
Missouri
$242K – – –
IA
1044
IFP Advisors
Florida
$242K +$9.89K +225 +4%
SLC
1045
Second Line Capital
Louisiana
$241K +$232K +5,282 New
SIM
1046
Sentry Investment Management
Wisconsin
$241K – – –
BWM
1047
Brophy Wealth Management
New Hampshire
$240K +$231K +5,266 New
MA
1048
Mutual Advisors
Nebraska
$239K +$199K +4,533 New
APW
1049
Aurora Private Wealth
New Jersey
$238K +$352 +8 +0.2%
AC
1050
Avestar Capital
New York
$238K +$13.5K +306 +6%
40 41
42
43 44

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.