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Williams-Sonoma
WSM

Overview Fund Activity

608 hedge funds and large institutions have $7.77B invested in Williams-Sonoma in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 196 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
10.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
77
Increased
244
Reduced
196
Closed
78
Calls
$103M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
+$2.39M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$788M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$42.3M
3
Ameriprise
Ameriprise
Minnesota
$73.1M
4
Morgan Stanley
Morgan Stanley
New York
$76.6M
5
Coatue Management
Coatue Management
New York
$35M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$514M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$22.3M
3
Aristotle Capital Management
Aristotle Capital Management
California
$515M
4
BlackRock
BlackRock
New York
$709M
5
Bank of America
Bank of America
North Carolina
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
226
MML Investors Services
Massachusetts
$1.82M +$425K +7,662 +31%
JSL
227
JT Stratford LLC
Georgia
$1.81M +$1.06M +19,136 +141%
HCM
228
Hodges Capital Management
Texas
$1.81M -$848K -15,268 -32%
AG
229
Algert Global
California
$1.81M +$644K +11,600 +55%
S
230
Surevest
California
$1.77M +$383K +6,900 +28%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$1.77M +$138K +2,480 +8%
FAM
232
Formidable Asset Management
Ohio
$1.77M -$49.6K -884 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
233
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.75M +$1.75M +31,626 New
OAM
234
Oppenheimer Asset Management
New York
$1.75M -$58.8K -1,060 -3%
PP
235
PDT Partners
New York
$1.74M +$1.37M +24,712 +369%
GG
236
Gofen & Glossberg
Illinois
$1.73M – – –
JIM
237
Jensen Investment Management
Oregon
$1.7M +$1.7M +30,720 New
SWMG
238
Signature Wealth Management Group
Georgia
$1.7M +$62.8K +1,132 +4%
ACM
239
AlphaCrest Capital Management
New York
$1.69M +$660K +11,904 +64%
Zurich Cantonal Bank
240
Zurich Cantonal Bank
Switzerland
$1.65M +$53K +956 +3%
TWC
241
TD Waterhouse Canada
Ontario, Canada
$1.64M +$249K +4,288 +18%
CCM
242
Coldstream Capital Management
Washington
$1.63M +$94.3K +1,700 +6%
X
243
Xponance
Pennsylvania
$1.54M +$23K +414 +2%
MCA
244
Martin Capital Advisors
Texas
$1.52M – – –
KCM
245
Kempner Capital Management
Texas
$1.51M +$297K +5,348 +24%
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$1.51M +$131K +2,360 +10%
MAM
247
Martingale Asset Management
Massachusetts
$1.45M -$42.5K -766 -3%
MAM
248
Mastrapasqua Asset Management
Tennessee
$1.43M -$121K -2,180 -8%
RCG
249
Regatta Capital Group
California
$1.38M -$54.3K -980 -4%
TAM
250
Tocqueville Asset Management
New York
$1.38M -$325K -5,860 -19%
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