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Williams Companies
WMB

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: 1,307 → 1,341 (+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: 35 → 29 (-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

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
ECP
1376
Epacria Capital Partners
Colorado
– -$383K -9,000 Closed
NFSG
1377
Newbridge Financial Services Group
Florida
– -$376K -8,843 Closed
IA
1378
IFG Advisory
Georgia
– -$373K -8,782 Closed
PWA
1379
Phoenix Wealth Advisors
North Carolina
– -$360K -8,475 Closed
MNBTD
1380
Moody National Bank Trust Division
Texas
– -$354K -8,330 Closed
VC
1381
Vicus Capital
Pennsylvania
– -$354K -8,321 Closed
AP
1382
Advisors Preferred
Maryland
– -$348K -8,199 Closed
JFG
1383
Jefferies Financial Group
New York
– -$346K -8,151 Closed
ONSWM
1384
Old North State Wealth Management
North Carolina
– -$336K -7,893 Closed
SICM
1385
Sustainable Insight Capital Management
New York
– -$293K -6,900 Closed
ACG
1386
Allen Capital Group
Nebraska
– -$286K -6,729 Closed
FRM
1387
Fox Run Management
Connecticut
– -$284K -6,680 Closed
FA
1388
FDx Advisors
Illinois
– -$275K -6,479 Closed
OR
1389
Olympiad Research
Connecticut
– -$272K -6,389 Closed
AC
1390
AlphaCore Capital
California
– -$267K -6,274 Closed
ACM
1391
AlphaStar Capital Management
North Carolina
– -$262K -6,173 Closed
PCM
1392
Prelude Capital Management
New York
– -$261K -6,133 Closed
PCP
1393
Proficio Capital Partners
Massachusetts
– -$250K -5,892 Closed
BW
1394
Bison Wealth
Georgia
– -$229K -5,876 Closed
IF
1395
Intrua Financial
Texas
– -$241K -5,679 Closed
VCG
1396
Vantage Consulting Group
Virginia
– -$240K -5,658 Closed
TL
1397
Tradewinds LLC
North Carolina
– -$235K -5,536 Closed
KA
1398
Kooman & Associates
Pennsylvania
– -$226K -5,313 Closed
ZIC
1399
ZWJ Investment Counsel
Georgia
– -$222K -5,223 Closed
VVP
1400
Venture Visionary Partners
Ohio
– -$219K -5,154 Closed
54 55
56
57 58

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.