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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
MRCM
1201
M&R Capital Management
New Jersey
$43.8K
MSG
1202
Main Street Group
Virginia
$43.6K +$7.25K +165 +21%
TC
1203
Trust Company
Kansas
$43.5K
WT
1204
Washington Trust
Rhode Island
$41.5K +$8.53K +194 +27%
FG
1205
Fairman Group
Pennsylvania
$41.1K
BHWM
1206
Beaird Harris Wealth Management
Texas
$40.9K +$5.76K +131 +17%
FMP
1207
Financial Management Professionals
Texas
$39K +$220 +5 +0.6%
ME
1208
McIlrath & Eck
Washington
$38K
CT
1209
Caldwell Trust
Florida
$38K
FWM
1210
FSA Wealth Management
Massachusetts
$37.6K +$36.2K +824 New
FWA
1211
FSC Wealth Advisors
New York
$36.9K +$352 +8 +1%
GIA
1212
GHP Investment Advisors
Colorado
$36.5K
LIS
1213
Legacy Investment Solutions
Idaho
$36.2K +$28.6K +651 New
LWMI
1214
Legacy Wealth Management (Idaho)
Idaho
$36.2K +$28.6K +651 New
TCPG
1215
Trivant Custom Portfolio Group
California
$35.4K
EAM
1216
Empirical Asset Management
Massachusetts
$35.2K +$13.4K +304 +3%
PB
1217
Pinnacle Bancorp
Nebraska
$34.8K
CAS
1218
Coppell Advisory Solutions
Texas
$34.8K
IRC
1219
Investors Research Corp
Georgia
$34.6K -$115K -2,615 -78%
MHR
1220
Matthew Hamilton Rosenberg
$34.3K +$11.1K +252 +50%
ANBT
1221
American National Bank & Trust
Texas
$34.3K
SC
1222
SouthState Corp
Florida
$33.4K
RA
1223
Rise Advisors
New York
$32.7K +$352 +8 +1%
GKIM
1224
GW&K Investment Management
Massachusetts
$32K +$4.92K +112 +19%
GCM
1225
Gables Capital Management
Florida
$31.5K

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.