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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
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
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
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
251
Johnson Investment Counsel
Ohio
$3.57M -$110K -709 -3%
CGI
252
Calixto Global Investors
Florida
$3.45M +$3.45M +22,300 New
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$3.44M +$17.4K +115 +0.5%
RJFSA
254
Raymond James Financial Services Advisors
Florida
$3.41M -$264K -1,701 -7%
LNWWM
255
Laird Norton Wetherby Wealth Management
California
$3.41M -$91.7K -592 -3%
DnB Asset Management
256
DnB Asset Management
Norway
$3.39M +$340K +2,193 +11%
IIL
257
Insight Inv LLC
California
$3.39M -$350K -2,260 -9%
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$3.36M -$178K -1,151 -5%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$3.32M -$297K -1,919 -8%
TCM
260
Twin Capital Management
Pennsylvania
$3.32M -$52.1K -336 -2%
HWAM
261
Hennion & Walsh Asset Management
New Jersey
$3.29M +$786K +5,072 +31%
CA
262
Clearstead Advisors
Ohio
$3.27M -$15.3K -99 -0.5%
URS
263
Utah Retirement Systems
Utah
$3.25M +$15.5K +100 +0.5%
RWA
264
Roberts Wealth Advisors
California
$3.24M -$3.13M -20,928 -49%
SCM
265
Stonebridge Capital Management
California
$3.23M -$3.23M -20,820 -50%
AAM
266
Advisors Asset Management
Colorado
$3.17M +$62.1K +401 +2%
PP
267
PDT Partners
New York
$3.16M +$3.16M +20,400 New
Wellington Management Group
268
Wellington Management Group
Massachusetts
$3.16M +$633K +4,084 +25%
Natixis Advisors
269
Natixis Advisors
Massachusetts
$3.14M +$3.14M +20,281 New
TAM
270
Tocqueville Asset Management
New York
$3.13M -$27.6K -178 -0.9%
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$3.13M -$4.42M -28,778 -59%
BI
272
Berkeley Inc
Idaho
$3.1M +$1.36M +8,808 +79%
ACM
273
Alamar Capital Management
California
$3.07M -$1.17M -7,529 -28%
CWM
274
Centric Wealth Management
Illinois
$3.07M -$3.1M -23,945 -50%
Stifel Financial
275
Stifel Financial
Missouri
$3.03M -$80.1K -517 -3%
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