We are live on ! Find out more
WMB icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.9B +$28.7M +652,177 +0.5%
BlackRock
2
BlackRock
New York
$4.88B +$42.9M +975,052 +0.9%
State Street
3
State Street
Massachusetts
$3.57B -$55.1M -1,253,184 -2%
Bank of America
4
Bank of America
North Carolina
$2.57B -$82.4M -1,873,506 -3%
Dodge & Cox
5
Dodge & Cox
California
$1.7B -$12.1M -275,925 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.63B +$250M +5,697,605 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.4B +$22.9M +520,663 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.26B +$155M +3,527,872 +15%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.19B -$74.7M -1,698,990 -6%
Morgan Stanley
10
Morgan Stanley
New York
$928M +$26M +591,388 +3%
ClearBridge Investments
11
ClearBridge Investments
New York
$880M -$2.08M -47,304 -0.2%
Deutsche Bank
12
Deutsche Bank
Germany
$757M +$21M +476,933 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$729M -$10.6M -240,605 -1%
Blackstone Inc
14
Blackstone Inc
New York
$634M +$111M +2,528,785 +22%
Northern Trust
15
Northern Trust
Illinois
$618M -$20.6M -469,431 -3%
Invesco
16
Invesco
Georgia
$609M -$22.6M -514,672 -4%
TCA
17
Tortoise Capital Advisors
Kansas
$562M -$15.9M -361,428 -3%
UBS Group
18
UBS Group
Switzerland
$483M -$20.1M -456,152 -4%
Goldman Sachs
19
Goldman Sachs
New York
$461M +$43.3M +983,988 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$449M -$19.8M -449,707 -4%
Norges Bank
21
Norges Bank
Norway
$433M +$23.7M +539,386 +6%
Legal & General Group
22
Legal & General Group
United Kingdom
$423M -$16.1M -367,113 -4%
UBS AM
23
UBS AM
Illinois
$420M -$3.38M -76,941 -0.8%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$417M -$22.2M -503,911 -5%
KACA
25
Kayne Anderson Capital Advisors
California
$380M -$8.31M -189,099 -2%

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.