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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
226
Beacon Investment Advisory Services
New Jersey
$4.25M -$367K -2,600 -8%
CA
227
CapWealth Advisors
Tennessee
$4.19M -$53.9K -382 -1%
SIC
228
Salem Investment Counselors
North Carolina
$4.14M -$67.8K -480 -2%
VanEck Associates
229
VanEck Associates
New York
$4.11M +$4.11M +29,088 New
VPIM
230
Vanguard Personalized Indexing Management
California
$4.1M +$662K +4,692 +19%
BCI
231
Brinker Capital Investments
Pennsylvania
$4.07M -$102K -722 -2%
OPS
232
Orion Portfolio Solutions
Nebraska
$4.07M -$102K -722 -2%
MCM
233
Monument Capital Management
Virginia
$4.06M +$12.4K +88 +0.3%
NMIMC
234
Northwestern Mutual Investment Management Company
Wisconsin
$4.05M +$9.04K +64 +0.2%
LAM
235
Lakewood Asset Management
Illinois
$4.03M -$94.6K -670 -2%
COPPSERS
236
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.02M +$14.7K +104 +0.4%
GDP
237
Great Diamond Partners
Maine
$4.01M +$296K +2,100 +8%
CA
238
Cullinan Associates
Kentucky
$3.95M -$565K -4,000 -13%
TC
239
TownSquare Capital
Utah
$3.91M -$462K -3,274 -11%
M&T Bank
240
M&T Bank
New York
$3.89M -$847 -6 -0%
ACM
241
Alamar Capital Management
California
$3.87M +$3.87M +27,376 New
HAI
242
Hennessy Advisors Inc
California
$3.78M -$56.5K -400 -1%
OPERF
243
Oregon Public Employees Retirement Fund
Oregon
$3.76M -$717K -5,080 -16%
X
244
Xponance
Pennsylvania
$3.75M +$587K +4,156 +19%
1IA
245
1834 Investment Advisors
Wisconsin
$3.73M -$3.44M -24,338 -48%
CWM
246
Centric Wealth Management
Illinois
$3.71M +$1.66M +21,296 +81%
CCM
247
Coldstream Capital Management
Washington
$3.69M +$1.41K +10 +0%
NMERB
248
New Mexico Educational Retirement Board
New Mexico
$3.67M -$169K -1,200 -4%
JSSH
249
J. Safra Sarasin Holding
$3.66M +$3.66M +25,920 New
SWC
250
Spectrum Wealth Counsel
Indiana
$3.66M -$235K -1,662 -6%
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10
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