We are live on ! Find out more
WMB icon

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
LF
1076
Lantz Financial
Illinois
$220K -$111K -2,522 -34%
DC
1077
Diametric Capital
Massachusetts
$219K +$211K +4,805 New
S
1078
Sunpointe
Missouri
$218K -$98.9K -2,249 -32%
UPS
1079
UHLMANN PRICE SECURITIES
Illinois
$217K +$209K +4,760 New
TWM
1080
Trueblood Wealth Management
Ohio
$217K – – –
LIM
1081
Leavell Investment Management
Alabama
$215K +$44 +1 +0%
MWM
1082
Mission Wealth Management
California
$215K +$207K +4,714 New
FMWA
1083
Forvis Mazars Wealth Advisors
Missouri
$214K +$206K +4,692 New
MAG
1084
Mayfair Advisory Group
Alabama
$214K +$190K +4,314 New
CIA
1085
Cape Investment Advisory
Georgia
$214K -$1.23K -28 -0.6%
CHP
1086
Cable Hill Partners
Oregon
$214K -$7.12K -162 -3%
HIGP
1087
Hill Investment Group Partners
Missouri
$213K -$3.08K -70 -1%
RT
1088
Rockland Trust
Massachusetts
$213K -$9.01K -205 -4%
MBI
1089
May Barnhard Investments
Maryland
$212K +$204K +4,647 New
NCM
1090
Next Capital Management
New York
$212K -$24.3K -553 -11%
PJWM
1091
Philip James Wealth Mangement
Georgia
$212K +$204K +4,636 New
EBA
1092
Eagle Bay Advisors
New York
$211K +$14K +319 +7%
LP
1093
LGL Partners
Pennsylvania
$209K +$202K +4,585 New
GIA
1094
Gateway Investment Advisers
Ohio
$209K -$13.1K -297 -6%
ATS
1095
Ashton Thomas Securities
New York
$209K +$201K +4,568 New
MWM
1096
Meridian Wealth Management
Kentucky
$207K +$199K +4,532 New
Fisher Asset Management
1097
Fisher Asset Management
Washington
$207K -$55.9K -1,271 -22%
FIB
1098
First Interstate Bank
Montana
$206K +$199K +4,522 New
LSA
1099
Leonteq Securities AG
Switzerland
$206K +$527 +12 +0.3%
Hudson Bay Capital Management
1100
Hudson Bay Capital Management
Connecticut
$206K +$198K +4,503 New
42 43
44
45 46

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.