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Williams Companies

1,341 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: 1,3071,341 (+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
1,341
Holders Change
+34
Holders Change %
+2.6%
% of All Funds
19.26%
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
AIC
1326
Archer Investment Corporation
Indiana
$1.83K
PSB
1327
Piscataqua Savings Bank
New Hampshire
$1.42K
WWM
1328
Wolff Wiese Magana
California
$1.37K
NL
1329
NVWM LLC
Pennsylvania
$1.32K +$220 +5 +21%
JFG
1330
JDM Financial Group
Texas
$1.23K +$1.19K +27 New
NCM
1331
Northwest Capital Management
Oregon
$1.14K
SFCL
1332
Strengthening Families & Communities LLC
Massachusetts
$639
CAM
1333
ClariVest Asset Management
California
$549
CTWM
1334
Cherry Tree Wealth Management
Minnesota
$525
IHWM
1335
Iron Horse Wealth Management
Iowa
$502
FCMT
1336
Founders Capital Management (Texas)
Texas
$410
SFA
1337
Semmax Financial Advisors
North Carolina
$357 -$6.07K -138 -96%
FPFS
1338
First Personal Financial Services
North Carolina
$137 +$132 +3 New
MFG
1339
Mendota Financial Group
Wisconsin
$92 +$88 +2 New
WBC
1340
West Branch Capital
Massachusetts
$92 +$88 +2 New
CMP
1341
Coston McIsaac & Partners
Maine
$11
DWM
1342
Dogwood Wealth Management
Kansas
$7
SCA
1343
Southpoint Capital Advisors
New York
-$53.1M -1,250,000 Closed
IWA
1344
IBEX Wealth Advisors
New Jersey
-$13.7M -321,569 Closed
SW
1345
Simplicity Wealth
New Jersey
-$8.02M -188,817 Closed
DCM
1346
Davidson Capital Management
Texas
-$3.2M -75,394 Closed
Arrowstreet Capital
1347
Arrowstreet Capital
Massachusetts
-$2.88M -67,884 Closed
SM
1348
Sciencast Management
New Jersey
-$2.4M -56,470 Closed
RPI
1349
Railway Pension Investments
United Kingdom
-$2.35M -55,300 Closed
Holocene Advisors
1350
Holocene Advisors
New York
-$2.16M -50,916 Closed

WMB Hedge Fund Activity: Q3 2024 in Review

1,341 of the 6,964 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.

  • 1,341 institutional investors held Williams Companies (WMB) as of Q3 2024, up from 1,307 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.