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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
GFPC
1176
Global Financial Private Client
Florida
$64.1K +$54.1K +1,231 +707%
MSWM
1177
Mowery & Schoenfeld Wealth Management
Illinois
$62.7K
DAM
1178
Delta Asset Management
Tennessee
$61.6K
C
1179
Covestor
United Kingdom
$61K -$923 -21 -2%
ITIM
1180
Indiana Trust & Investment Management
Indiana
$60.3K
IAIM
1181
International Assets Investment Management
Florida
$57.5K +$14.4M +327,877 +495%
TFIPS
1182
Towarzystwo Funduszy Inwestycyjnych PZU SA
$55.7K
AWM
1183
AllSquare Wealth Management
New York
$54.8K
MFS
1184
Mattson Financial Services
Michigan
$53.6K
CHA
1185
Carmichael Hill & Associates
Maryland
$52.5K +$13.2K +300 +35%
NIC
1186
Northwest Investment Counselors
Oregon
$52.4K +$50.5K +1,148 New
JFA
1187
JNBA Financial Advisors
Minnesota
$51.1K -$7.3K -166 -13%
ABWM
1188
Alpine Bank Wealth Management
Colorado
$50.9K +$49K +1,114 New
AA
1189
Addison Advisors
Vermont
$50.2K
HWM
1190
Hemington Wealth Management
Virginia
$50K +$42.8K +973 New
PCMC
1191
Planning Capital Management Corporation
Pennsylvania
$47.7K +$5.01K +114 +12%
FFC
1192
First Financial Corp
Indiana
$47.6K
CWC
1193
Carolinas Wealth Consulting
North Carolina
$46.8K +$36.8K +837 +443%
WTA
1194
Washington Trust Advisors
Massachusetts
$46.4K +$747 +17 +2%
AFG
1195
Albion Financial Group
Utah
$45.6K
KB
1196
Kimelman & Baird
New York
$45.6K
CT
1197
Coastline Trust
Rhode Island
$45.6K +$44K +1,000 New
FFO
1198
Fortitude Family Office
Arizona
$45.5K +$24K +545 +121%
JIP
1199
Jaffetilchin Investment Partners
Florida
$44.2K +$42.6K +969 New
MCM
1200
MV Capital Management
Maryland
$44.1K +$7.03K +160 +20%

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.