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Williams Companies
WMB

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: 1,308 → 1,342 (+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: 35 → 29 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$250M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$155M
3
Blackstone Inc
Blackstone Inc
New York
+$111M
4
CIA
ClearBridge Investments (Australia)
Australia
+$82.5M
5
Millennium Management
Millennium Management
New York
+$74.6M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$297M
2
CB
Cooke & Bieler
Pennsylvania
-$99.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$90.6M
4
Bank of America
Bank of America
North Carolina
-$82.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$74.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1301
LGT Financial Advisors
Texas
$5.48K -$17.1K -390 -76%
WCM
1302
Westend Capital Management
California
$5.39K – – –
TFM
1303
TFC Financial Management
Massachusetts
$5.11K – – –
GPFA
1304
Game Plan Financial Advisors
Ohio
$5.11K +$4.92K +112 New
TC
1305
Truvestments Capital
Florida
$5.07K +$4.88K +111 New
RTL
1306
Red Tortoise LLC
Georgia
$4.84K – – –
GAG
1307
Goodman Advisory Group
Massachusetts
$4.84K +$4.66K +106 New
CPA
1308
Capital Performance Advisors
California
$4.79K +$4.62K +105 New
WAS
1309
Winch Advisory Services
Wisconsin
$4.61K +$4.44K +101 New
RWM
1310
Reston Wealth Management
Virginia
$4.57K +$4.4K +100 New
SWC
1311
Spectrum Wealth Counsel
Indiana
$4.57K +$4.4K +100 New
VAMG
1312
Voisard Asset Management Group
Michigan
$4.52K +$923 +21 +27%
GEA
1313
Glen Eagle Advisors
New Jersey
$4.29K +$44 +1 +1%
TVWM
1314
Tower View Wealth Management
Wisconsin
$4.2K – – –
EB
1315
Eastern Bank
Massachusetts
$4.06K +$3.91K +89 New
PCM
1316
Penserra Capital Management
California
$4K +$132 +3 +3%
CPG
1317
Cornerstone Planning Group
New Jersey
$3.84K +$967 +22 +42%
FFA
1318
Frazier Financial Advisors
Ohio
$3.7K – – –
SHIM
1319
Stone House Investment Management
Pennsylvania
$3.52K – – –
PG
1320
Proffitt & Goodson
Tennessee
$3.01K +$2.9K +66 New
TWD
1321
True Wealth Design
Ohio
$2.6K -$44 -1 -2%
MFT
1322
Moisand Fitzgerald Tamayo
Florida
$2.6K – – –
ACA
1323
Atlas Capital Advisors
Wyoming
$2.42K – – –
EWM
1324
Evermay Wealth Management
Virginia
$2.15K – – –
CAC
1325
Core Alternative Capital
Georgia
$2.1K – – –
51 52
53
54 55

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.