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Williams-Sonoma
WSM

Overview Fund Activity

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$969M
2
Holocene Advisors
Holocene Advisors
New York
$56.5M
3
Jane Street
Jane Street
New York
$29.6M
4
CCM
Candlestick Capital Management
Connecticut
$18.8M
5
MWM
Modera Wealth Management
New Jersey
$14.5M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
Goldman Sachs
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$1.39M -$220K -3,508 -14%
Zurich Cantonal Bank
252
Zurich Cantonal Bank
Switzerland
$1.39M +$24.8K +396 +2%
PP
253
Prudential plc
United Kingdom
$1.38M +$43.5K +696 +3%
GCM
254
Graham Capital Management
Connecticut
$1.36M +$1.36M +21,800 New
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$1.36M -$438K -7,002 -24%
RFG
256
Range Financial Group
Oregon
$1.36M +$1.36M +21,718 New
VNA
257
Valley National Advisers
Pennsylvania
$1.35M +$9.4K +150 +0.7%
SSWM
258
Sheets Smith Wealth Management
North Carolina
$1.35M -$1.25M -20,000 -48%
DLHL
259
Donald L. Hagan LLC
Florida
$1.34M -$52.4K -838 -4%
Walleye Trading
260
Walleye Trading
New York
$1.34M -$715K -11,420 -35%
Handelsbanken Fonder
261
Handelsbanken Fonder
Sweden
$1.33M – – –
Prudential Financial
262
Prudential Financial
New Jersey
$1.33M +$492K +7,870 +59%
EF
263
Empowered Funds
Pennsylvania
$1.31M +$233K +3,724 +22%
EST
264
EA Series Trust
Pennsylvania
$1.31M +$1.31M +20,952 New
RWA
265
Roberts Wealth Advisors
California
$1.3M +$43.8K +700 +3%
SIA
266
Strategic Investment Advisors
Michigan
$1.29M +$673K +10,762 +109%
TAM
267
Tocqueville Asset Management
New York
$1.28M -$64.4K -1,030 -5%
Allianz Asset Management
268
Allianz Asset Management
Germany
$1.26M -$3.3M -52,718 -72%
CIA
269
Cascade Investment Advisors
Oregon
$1.25M +$18.8K +300 +2%
SWMG
270
Signature Wealth Management Group
Georgia
$1.23M -$46.2K -738 -4%
GC
271
Guggenheim Capital
Illinois
$1.22M -$361K -5,772 -23%
Russell Investments Group
272
Russell Investments Group
United Kingdom
$1.19M +$125 +2 +0%
MJRIC
273
Mogy Joel R Investment Counsel
California
$1.19M – – –
Federated Hermes
274
Federated Hermes
Pennsylvania
$1.19M -$27K -432 -2%
GC
275
Globeflex Capital
California
$1.17M – – –
9 10
11
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