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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
EIM
1226
Essex Investment Management
Massachusetts
$31K
WI
1227
Wintrust Investments
Illinois
$31K -$264K -6,009 -90%
CFD
1228
Creative Financial Designs
Indiana
$30.7K
DIP
1229
DT Investment Partners
Pennsylvania
$30.6K
AW
1230
Avion Wealth
Texas
$30K +$22K +500 +286%
JWA
1231
JFS Wealth Advisors
Pennsylvania
$29K -$63.1K -1,435 -69%
SAM
1232
S.A. Mason
Michigan
$28.1K
APC
1233
Aspire Private Capital
North Carolina
$27.4K -$5.89K -134 -18%
GC
1234
Gould Capital
Washington
$27.4K
DI
1235
DAGCO Inc
Ohio
$27.2K +$26.2K +595 New
PGAM
1236
Princeton Global Asset Management
New Jersey
$27K +$264 +6 +1%
CWP
1237
Concord Wealth Partners
Virginia
$26.4K +$3.43K +78 +16%
DJSG
1238
D.J. St. Germain
Massachusetts
$25.7K -$8.22K -187 -25%
CAM
1239
Creekmur Asset Management
Illinois
$25.6K +$220 +5 +0.9%
WWP
1240
WR Wealth Planners
Missouri
$24.7K
OWP
1241
ORG Wealth Partners
Texas
$24.2K +$23.3K +531 New
MSFP
1242
Mark Sheptoff Financial Planning
Connecticut
$24K
PP
1243
Pingora Partners
Wyoming
$23.1K -$11.4K -260 -34%
FA
1244
Financial Avengers
California
$22.1K
HWA
1245
HHM Wealth Advisors
Tennessee
$21.5K
HGA
1246
Hobbs Group Advisors
South Carolina
$20.7K +$9.71K +221 +95%
MWA
1247
MFA Wealth Advisors
Pennsylvania
$20.6K
VWA
1248
Valued Wealth Advisors
Utah
$20K +$3.47K +79 +22%
RS
1249
Rakuten Securities
Japan
$19.1K +$1.19K +27 +7%
FAM
1250
Flaharty Asset Management
Florida
$19K +$18.3K +417 New

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.