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Williams-Sonoma
WSM

Overview Fund Activity

592 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.44%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
80
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
Leonard Green & Partners
California
$499M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$72.2M
3
Capital Research Global Investors
Capital Research Global Investors
California
$566M
4
CCMG
Clark Capital Management Group
Pennsylvania
$70.3M
5
Norges Bank
Norges Bank
Norway
$101M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$5.76M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.94M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Congress Wealth Management
Massachusetts
$2.2M -$728K -9,372 -25%
Russell Investments Group
227
Russell Investments Group
United Kingdom
$2.19M +$706K +9,086 +48%
IIL
228
Insight Inv LLC
California
$2.17M +$3.95K +50 +0.2%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$1.78M +22,956 +468%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$2.14M -$65.6K -844 -3%
Tudor Investment Corp
231
Tudor Investment Corp
Connecticut
$2.13M -$13.2M -169,938 -86%
William Blair & Company
232
William Blair & Company
Illinois
$2.12M -$30.3K -390 -1%
NMERB
233
New Mexico Educational Retirement Board
New Mexico
$2.11M – – –
TC
234
TownSquare Capital
Utah
$2.07M -$5.27M -67,880 -72%
TI
235
Tidal Investments
Wisconsin
$2.06M -$197K -2,534 -9%
GAG
236
Goodman Advisory Group
Massachusetts
$2.05M -$560K -7,202 -21%
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.02M -$2.91M -37,472 -59%
Zurich Cantonal Bank
238
Zurich Cantonal Bank
Switzerland
$1.96M +$233K +3,000 +14%
CWM
239
Centric Wealth Management
Illinois
$1.92M +$58.7K +756 +3%
CAN
240
Cetera Advisor Networks
California
$1.88M +$1.01M +13,046 +117%
RCG
241
Regatta Capital Group
California
$1.87M +$8.08K +104 +0.4%
CCP
242
Cunning Capital Partners
North Carolina
$1.87M +$1.87M +24,000 New
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$1.84M +$402K +5,168 +28%
Man Group
244
Man Group
United Kingdom
$1.84M -$328K -5,242 Closed
PCM
245
Penserra Capital Management
California
$1.83M +$1.48M +19,096 +430%
SSWM
246
Sheets Smith Wealth Management
North Carolina
$1.83M +$155K +2,000 +9%
MCA
247
Martin Capital Advisors
Texas
$1.82M +$66.8K +860 +4%
TCM
248
Twin Capital Management
Pennsylvania
$1.79M +$25.3K +326 +1%
AAM
249
Advisors Asset Management
Colorado
$1.79M -$23.3K -300 -1%
URS
250
Utah Retirement Systems
Utah
$1.74M – – –
8 9
10
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