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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
B
1251
Birchbrook
Maine
$18.3K
GWMI
1252
Guardian Wealth Management (Illinois)
Illinois
$18.2K -$132 -3 -0.7%
NAAA
1253
New Age Alpha Advisors
New York
$17.8K +$17.2K +391 New
CAL
1254
Capital Advisors Ltd
Ohio
$17K +$44 +1 +0.3%
OSNBOA
1255
Old Second National Bank of Aurora
Illinois
$16.8K
BLC
1256
Brown, Lisle/Cummings
Rhode Island
$16.7K
AP
1257
Aspect Partners
Virginia
$15K
TCA
1258
Trifecta Capital Advisors
Illinois
$14.6K
AT
1259
Arlington Trust
Alabama
$14K
PCWA
1260
Pacific Capital Wealth Advisors
California
$12.7K
RWPA
1261
Richard W. Paul & Associates
Michigan
$12.7K -$9.54K -217 -44%
PIM
1262
Plato Investment Management
Australia
$12.7K +$12.2K +278 New
AWM
1263
Abound Wealth Management
Tennessee
$12.5K +$1.23K +28 +11%
PWMG
1264
Private Wealth Management Group
New Jersey
$12.5K
PWMG
1265
Prestige Wealth Management Group
New Jersey
$12.4K
OPTFSNA
1266
Old Point Trust & Financial Services N A
Virginia
$12.3K -$11K -250 -48%
NFA
1267
Northwest Financial Advisors
Virginia
$11.9K +$11.5K +261 New
AFS
1268
Annapolis Financial Services
Maryland
$11.5K
KFI
1269
Key Financial Inc
Pennsylvania
$11.5K +$1.41K +32 +15%
TFIAP
1270
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$11.4K
BIA
1271
Bell Investment Advisors
California
$11K
ST
1272
Smithfield Trust
Pennsylvania
$11K
OLVIG
1273
Oliver Lagore Vanvalin Investment Group
Michigan
$10.6K -$2.11K -48 -17%
GWP
1274
Gen-Wealth Partners
Michigan
$10.6K
TAM
1275
Tucker Asset Management
Colorado
$9.81K

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.