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Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$161M
2
Invesco
Invesco
Georgia
$475M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$81.1M
4
KBC Group
KBC Group
Belgium
$82.3M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.36B
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$55.1M
4
Ameriprise
Ameriprise
Minnesota
$78M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
226
M&T Bank
New York
$4.27M +$8.21K +53 +0.2%
JSSH
227
J. Safra Sarasin Holding
$4.25M +$237K +1,533 +6%
CCM
228
Coldstream Capital Management
Washington
$4.18M +$133K +860 +3%
X
229
Xponance
Pennsylvania
$4.12M +$3.41K +22 +0.1%
QCM
230
Quantinno Capital Management
New York
$4.11M +$791K +5,103 +24%
OPERF
231
Oregon Public Employees Retirement Fund
Oregon
$4.06M -$70.3K -454 -2%
EAM
232
Eagle Asset Management
Florida
$4.05M +$4.05M +31,199 New
CAMV
233
Concord Asset Management (Virginia)
Virginia
$4.05M +$524K +3,380 +15%
HAI
234
Hennessy Advisors Inc
California
$4.04M -$108K -700 -3%
NMERB
235
New Mexico Educational Retirement Board
New Mexico
$4.03M – – –
RCG
236
Regatta Capital Group
California
$4.03M +$138K +891 +4%
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$4.01M +$37.6K +243 +0.9%
SWC
238
Spectrum Wealth Counsel
Indiana
$4M -$15.5K -100 -0.4%
William Blair & Company
239
William Blair & Company
Illinois
$3.97M +$44.9K +290 +1%
GDP
240
Great Diamond Partners
Maine
$3.89M -$509K -3,283 -12%
PC
241
Promethos Capital
Massachusetts
$3.89M -$17K -110 -0.4%
II
242
IFM Investors
Australia
$3.81M +$95K +613 +3%
CWP
243
Concord Wealth Partners
Virginia
$3.79M +$298K +1,925 +9%
SDIC
244
South Dakota Investment Council
South Dakota
$3.77M – – –
CWM
245
Congress Wealth Management
Massachusetts
$3.73M +$115K +740 +3%
CCP
246
Cunning Capital Partners
North Carolina
$3.72M – – –
CA
247
Cullinan Associates
Kentucky
$3.69M -$224K -1,600 -6%
MCA
248
Martin Capital Advisors
Texas
$3.69M +$22.3K +144 +0.6%
SOADOR
249
State of Alaska Department of Revenue
Alaska
$3.65M -$1.43M -9,215 -28%
LAM
250
Lakewood Asset Management
Illinois
$3.64M -$776K -5,012 -18%
8 9
10
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