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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
BCMLT
1151
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.8K +$25.7K +585 +38%
M
1152
MOTCO
Texas
$96.1K +$86.7K +1,973 +1,483%
CJ
1153
Caitlin John
Michigan
$93.2K +$22.6K +513 +44%
BWP
1154
Baldwin Wealth Partners
Massachusetts
$92.8K +$1.41K +32 +2%
LI
1155
LRI Investments
Florida
$92.5K -$16.1K -367 -18%
WSCM
1156
Wellington Shields Capital Management
New York
$91.3K
LWANC
1157
Laurel Wealth Advisors (North Carolina)
North Carolina
$90.3K +$84.6K +1,925 +3,632%
AA
1158
Ancora Advisors
Ohio
$88.7K +$484 +11 +0.6%
HGERS
1159
Householder Group Estate & Retirement Specialist
Arizona
$88K +$308 +7 +0.4%
FNWA
1160
Financial Network Wealth Advisors
Utah
$86.8K -$14.3K -326 -15%
CB
1161
Centennial Bank
Arkansas
$86.7K
SS
1162
Sunbelt Securities
Texas
$86.7K +$9.32K +212 +13%
HIA
1163
Harbor Investment Advisory
Maryland
$83.8K -$88 -2 -0.1%
CSWM
1164
Cassady Schiller Wealth Management
Ohio
$81.3K
SIC
1165
Salem Investment Counselors
North Carolina
$75.7K
CSB
1166
City State Bank
Iowa
$73.7K
FFWM
1167
Future Financial Wealth Management
Ohio
$73K +$70.3K +1,600 New
DMBA
1168
Deseret Mutual Benefit Administrators
Utah
$72.9K
CFO
1169
CVA Family Office
Colorado
$72K +$10.9K +249 +19%
Lazard Asset Management
1170
Lazard Asset Management
New York
$70K -$32.3K -735 -32%
POIA
1171
Pin Oak Investment Advisors
Texas
$70K
PCTC
1172
Perkins Coie Trust Company
Washington
$68.5K -$22K -500 -25%
Capstone Investment Advisors
1173
Capstone Investment Advisors
New York
$66.8K +$63.6K +1,448 +9,653%
TCG
1174
Transcendent Capital Group
Oklahoma
$66.5K -$923 -21 -1%
RA
1175
Rational Advisors
New York
$66.1K -$6.11K -139 -9%

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.