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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
GT
1101
Glenview Trust
Kentucky
$205K -$18.2K -415 -8%
MA
1102
MCF Advisors
Kentucky
$205K +$1.76K +40 +0.9%
MWM
1103
MinichMacGregor Wealth Management
New York
$205K +$197K +4,490 New
WQ
1104
Wealth Quarterback
New Jersey
$204K -$42.9K -975 -18%
AWM
1105
Aries Wealth Management
Maine
$204K +$196K +4,462 New
PIFP
1106
Partners in Financial Planning
Virginia
$204K +$196K +4,458 New
CP
1107
Castleview Partners
Texas
$202K -$5.89K -134 -3%
PCH
1108
PGIM Custom Harvest
New Jersey
$201K +$194K +4,409 New
HIC
1109
Holderness Investments Company
North Carolina
$201K +$194K +4,405 New
TWP
1110
Tower Wealth Partners
Pennsylvania
$201K +$193K +4,400 New
NB
1111
NBT Bank
New York
$196K +$189K +4,303 New
SWM
1112
Spire Wealth Management
Virginia
$196K -$72K -1,637 -28%
ADL
1113
Asset Dedication LLC
California
$196K -$9.45K -215 -5%
GPI
1114
General Partner Inc
Pennsylvania
$195K
OAM
1115
Ostrum Asset Management
France
$191K -$472K -10,731 -72%
SOW
1116
State of Wyoming
Wyoming
$189K -$57.2K -1,302 -24%
OP
1117
ORG Partners
Indiana
$186K -$186K -4,240 -51%
OC
1118
Oarsman Capital
Wisconsin
$181K +$174K +3,955 New
PFBT
1119
Parkside Financial Bank & Trust
Missouri
$179K +$9.54K +217 +6%
WTC
1120
WhitTier Trust Company
Nevada
$177K
FDP
1121
Financiere des Professionnels
Quebec, Canada
$173K +$167K +3,800 New
AA
1122
Alta Advisers
United Kingdom
$169K
CH
1123
Cromwell Holdings
Wyoming
$164K
YDMI
1124
Y.D. More Investments
Israel
$160K +$3.96K +90 +3%
VCM
1125
Versant Capital Management
Arizona
$159K +$1.1K +25 +0.7%

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.