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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
FSI
1401
Flow State Investments
Illinois
-$213K -5,000 Closed
RB
1402
Renasant Bank
Mississippi
-$212K -4,999 Closed
BBW
1403
Blue Barn Wealth
Utah
-$212K -4,996 Closed
OWMIAS
1404
One Wealth Management Investment & Advisory Services
Florida
-$207K -4,862 Closed
LAS
1405
Lloyd Advisory Services
Georgia
-$204K -4,797 Closed
FPAS
1406
Focus Partners Advisor Solutions
Missouri
-$203K -4,769 Closed
NRS
1407
Neville Rodie & Shaw
New York
-$202K -4,743 Closed
PP
1408
Paloma Partners
Connecticut
-$173K -4,075 Closed
TFF
1409
The Family Firm
Maryland
-$126K -2,954 Closed
RFG
1410
RFP Financial Group
Georgia
-$120K -2,828 Closed
LTI
1411
Laffer Tengler Investments
Tennessee
-$96.3K -2,265 Closed
CP
1412
Camelot Portfolios
Ohio
-$84.7K -1,994 Closed
CA
1413
Crewe Advisors
Utah
-$64K -1,506 Closed
OWA
1414
Opal Wealth Advisors
New York
-$56.1K -1,319 Closed
TSWM
1415
Tyler-Stone Wealth Management
Ohio
-$51K -1,200 Closed
AFIA
1416
America First Investment Advisors
Nebraska
-$37.5K -883 Closed
WPWM
1417
Western Pacific Wealth Management
Illinois
-$30.2K -711 Closed
EC
1418
Elequin Capital
New York
-$28.1K -660 Closed
TWP
1419
Triad Wealth Partners
Kansas
-$23.4K -551 Closed
AS
1420
Altshuler Shaham
Israel
-$21.4K -503 Closed
HH
1421
HWG Holdings
Texas
-$18.5K -436 Closed
SP
1422
SWS Partners
Ohio
-$17.6K -413 Closed
WIA
1423
Wetzel Investment Advisors
Indiana
-$10.1K -258 Closed
BFA
1424
Brown Financial Advisors
Ohio
-$9.35K -220 Closed
FF
1425
Friedenthal Financial
New Jersey
-$8.84K -208 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.