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Williams-Sonoma
WSM

Overview Fund Activity

672 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 264 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+80
Holders Change %
+13.51%
% of All Funds
9.85%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
264
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$240M
2
Invesco
Invesco
Georgia
$132M
3
Citadel Advisors
Citadel Advisors
Florida
$44.7M
4
Truist Financial
Truist Financial
North Carolina
$27.8M
5
Millennium Management
Millennium Management
New York
$27.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
SCM
Steadfast Capital Management
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$679M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
226
Vanguard Personalized Indexing Management
California
$2.56M +$335K +3,316 +15%
OTPPB
227
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.5M +$513K +5,080 +26%
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$2.49M -$292K -2,892 -10%
EF
229
Empowered Funds
Pennsylvania
$2.49M -$1.01M -10,050 -29%
FAM
230
Formidable Asset Management
Ohio
$2.48M -$425K -4,208 -15%
RCG
231
Regatta Capital Group
California
$2.43M +$2.42K +24 +0.1%
SSWM
232
Sheets Smith Wealth Management
North Carolina
$2.43M +$60.5K +600 +3%
CCP
233
Cunning Capital Partners
North Carolina
$2.42M – – –
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$2.42M +$32.7K +324 +1%
Creative Planning
235
Creative Planning
Kansas
$2.41M +$383K +3,796 +19%
MCA
236
Martin Capital Advisors
Texas
$2.39M +$23.4K +232 +1%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$2.39M +$1.17M +11,548 +95%
Aviva
238
Aviva
United Kingdom
$2.35M +$152K +1,506 +7%
SFA
239
Sequoia Financial Advisors
Ohio
$2.31M +$2.31M +22,866 New
GC
240
Globeflex Capital
California
$2.31M +$189K +1,872 +9%
Cerity Partners
241
Cerity Partners
New York
$2.3M +$805K +7,976 +54%
TCM
242
Twin Capital Management
Pennsylvania
$2.29M -$35.9K -356 -2%
BF
243
BOK Financial
Oklahoma
$2.26M +$7.47K +74 +0.3%
AAM
244
Advisors Asset Management
Colorado
$2.24M -$82.1K -814 -4%
VC
245
Voss Capital
Texas
$2.22M -$9.22M -91,400 -81%
URS
246
Utah Retirement Systems
Utah
$2.22M -$40.4K -400 -2%
PE
247
Point72 Europe
United Kingdom
$2.21M +$2.21M +21,884 New
TAM
248
Tocqueville Asset Management
New York
$2.2M +$10.1K +100 +0.5%
DLHL
249
Donald L. Hagan LLC
Florida
$2.14M +$5.65K +56 +0.3%
SCM
250
Stonebridge Capital Management
California
$2.12M -$33.3K -330 -2%
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