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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 %
VNA
251
Valley National Advisers
Pennsylvania
$2.09M -$78.8K -782 -4%
Arrowstreet Capital
252
Arrowstreet Capital
Massachusetts
$2.09M -$6.92M -68,648 -77%
VCM
253
Vision Capital Management
Oregon
$2.08M +$9.48K +94 +0.5%
PP
254
Prudential plc
United Kingdom
$2.04M +$68K +674 +3%
Macquarie Group
255
Macquarie Group
Australia
$1.99M -$1.44M -14,232 -42%
MAM
256
Martingale Asset Management
Massachusetts
$1.94M +$1.4M +13,908 +261%
Russell Investments Group
257
Russell Investments Group
United Kingdom
$1.93M -$906K -8,976 -32%
Group One Trading
258
Group One Trading
Illinois
$1.93M +$924K +9,154 +92%
RFG
259
Range Financial Group
Oregon
$1.88M -$127K -1,260 -6%
TCM
260
Teza Capital Management
Illinois
$1.88M +$1.2M +11,936 +178%
MAP
261
Moody Aldrich Partners
Massachusetts
$1.88M -$1.05M -10,380 -36%
Pathstone Holdings
262
Pathstone Holdings
New Jersey
$1.87M +$1.87M +18,534 New
GIA
263
GHP Investment Advisors
Colorado
$1.86M +$256K +2,538 +16%
CIA
264
Cascade Investment Advisors
Oregon
$1.85M -$183K -1,810 -9%
CW
265
Connectus Wealth
Ohio
$1.82M +$1.82M +18,018 New
AIMCA
266
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.82M – – –
AFG
267
Albion Financial Group
Utah
$1.81M -$21.6K -214 -1%
GG
268
Gleason Group
Kentucky
$1.8M +$8.88K +88 +0.5%
TI
269
Tidal Investments
Wisconsin
$1.8M -$870K -8,628 -33%
SWA
270
Stratos Wealth Advisors
Ohio
$1.79M +$22K +218 +1%
BOS
271
Bank of Stockton
California
$1.76M -$72.2K -700 -4%
PCM
272
Parsons Capital Management
Rhode Island
$1.76M +$362K +3,592 +26%
GAG
273
Goodman Advisory Group
Massachusetts
$1.75M -$907K -8,988 -34%
X
274
Xponance
Pennsylvania
$1.73M +$15.5K +154 +0.9%
LCM
275
LRT Capital Management
Texas
$1.72M -$2.99M -29,634 -63%
9 10
11
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