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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
FSA
1051
Fort Sheridan Advisors
Illinois
$237K
LSIA
1052
LaSalle St. Investment Advisors
Illinois
$236K +$228K +5,184 New
BAM
1053
Belpointe Asset Management
Nevada
$236K -$4.83K -110 -2%
GVAG
1054
Great Valley Advisor Group
Delaware
$235K +$227K +5,160 New
AF
1055
Advisornet Financial
Minnesota
$235K +$9.54K +217 +4%
WB
1056
WesBanco Bank
West Virginia
$235K +$226K +5,145 New
RCA
1057
Resonant Capital Advisors
Wisconsin
$234K +$527 +12 +0.2%
FCA
1058
FinTrust Capital Advisors
South Carolina
$233K -$60K -1,365 -21%
PWMAG
1059
Pinnacle Wealth Management Advisory Group
New Jersey
$233K +$7.34K +167 +3%
WI
1060
WrapManager Inc
California
$231K -$195K -4,425 -47%
FPWM
1061
FSB Premier Wealth Management
Iowa
$230K +$221K +5,033 New
FCG
1062
Fielder Capital Group
Tennessee
$230K -$2.02K -46 -0.9%
TA
1063
TFB Advisors
Kansas
$229K +$221K +5,022 New
C
1064
Certuity
Florida
$229K -$22.5K -511 -9%
CL
1065
COWA LLC
Oklahoma
$229K -$87.1K -1,982 -28%
OBWG
1066
Onyx Bridge Wealth Group
New York
$228K +$352 +8 +0.2%
MWA
1067
Meridian Wealth Advisors
Texas
$228K
AIA
1068
Arbor Investment Advisors
North Carolina
$228K +$220K +5,000 New
AGWCA
1069
Annis Gardner Whiting Capital Advisors
Florida
$227K
AWM
1070
Accel Wealth Management
Iowa
$226K -$20.7K -470 -9%
EB
1071
Emprise Bank
Kansas
$225K -$31.6K -718 -13%
LAM
1072
L2 Asset Management
Massachusetts
$225K +$7.03K +160 +3%
SFC
1073
Sprinkle Financial Consultants
Colorado
$223K
AAIS
1074
ABN AMRO Investment Solutions
$222K +$213K +4,857 New
SI
1075
Seeds Investor
New York
$220K -$8.22K -187 -4%

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.