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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
+$71.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$48.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$43.8M
5
Norges Bank
Norges Bank
Norway
+$29.4M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$68M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$57.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
251
Roberts Wealth Advisors
California
$1.72M +$30.2K +372 +2%
VPIM
252
Vanguard Personalized Indexing Management
California
$1.72M -$89.8K -1,156 -5%
MAM
253
Mastrapasqua Asset Management
Tennessee
$1.71M -$35K -450 -2%
Aviva
254
Aviva
United Kingdom
$1.69M +$1.69M +21,764 New
TAM
255
Tocqueville Asset Management
New York
$1.68M +$98.5K +1,268 +6%
BF
256
BOK Financial
Oklahoma
$1.68M +$799K +10,640 +91%
VNA
257
Valley National Advisers
Pennsylvania
$1.67M -$5.75K -74 -0.3%
SCM
258
Stonebridge Capital Management
California
$1.66M -$305K -3,930 -16%
DLHL
259
Donald L. Hagan LLC
Florida
$1.64M -$24.1K -310 -1%
GC
260
Globeflex Capital
California
$1.63M +$177K +2,284 +12%
DC
261
Davenport & Co
Virginia
$1.61M -$216K -2,786 -12%
Allianz Asset Management
262
Allianz Asset Management
Germany
$1.61M +$37.9K +488 +2%
VCM
263
Vision Capital Management
Oregon
$1.6M -$210K -2,704 -12%
Parallax Volatility Advisers
264
Parallax Volatility Advisers
California
$1.58M +$1.58M +20,384 New
O
265
Ossiam
France
$1.58M +$1.28M +16,536 +433%
CIA
266
Cascade Investment Advisors
Oregon
$1.57M +$13.2K +170 +0.9%
Creative Planning
267
Creative Planning
Kansas
$1.56M +$272K +3,500 +21%
HWAM
268
Hennion & Walsh Asset Management
New Jersey
$1.56M -$1.11M -14,336 -42%
RFG
269
Range Financial Group
Oregon
$1.55M -$138K -1,782 -8%
GC
270
Guggenheim Capital
Illinois
$1.53M +$16.2K +208 +1%
OTPPB
271
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.53M -$559K -7,198 -27%
PP
272
Prudential plc
United Kingdom
$1.52M -$198K -2,546 -12%
ICM
273
III Capital Management
Florida
$1.51M -$221K -2,840 -13%
JSL
274
JT Stratford LLC
Georgia
$1.45M -$370K -4,766 -20%
Wolverine Trading
275
Wolverine Trading
Illinois
$1.43M +$193K +2,486 +16%
9 10
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