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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 %
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$1.43M -$296K -3,810 -17%
AFG
277
Albion Financial Group
Utah
$1.41M +$370K +4,760 +35%
AIMCA
278
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.4M – – –
GG
279
Gleason Group
Kentucky
$1.38M +$8.55K +110 +0.6%
Two Sigma Advisers
280
Two Sigma Advisers
New York
$1.37M -$1.15M -14,800 -46%
SWA
281
Stratos Wealth Advisors
Ohio
$1.36M -$21.6K -278 -2%
SAM
282
Shell Asset Management
Netherlands
$1.33M -$23.3K -300 -2%
FM
283
Foster & Motley
Ohio
$1.33M -$79.2K -1,020 -6%
X
284
Xponance
Pennsylvania
$1.32M -$71K -914 -5%
GIA
285
GHP Investment Advisors
Colorado
$1.28M +$62.2K +770 +5%
BOS
286
Bank of Stockton
California
$1.28M +$15K +208 +1%
Federated Hermes
287
Federated Hermes
Pennsylvania
$1.28M -$194K -2,502 -13%
VF
288
Virtu Financial
New York
$1.25M +$188K +2,416 +18%
ATPW
289
Ashton Thomas Private Wealth
Arizona
$1.23M -$12.1K -156 -1%
HAIM
290
Hunter Associates Investment Management
Pennsylvania
$1.19M +$296K +3,812 +33%
SOADOR
291
State of Alaska Department of Revenue
Alaska
$1.19M -$78.5K -1,010 -6%
RHAM
292
Round Hill Asset Management
California
$1.18M -$79.3K -1,020 -6%
VWM
293
Venturi Wealth Management
Texas
$1.18M -$46K -592 -4%
Public Employees Retirement Association of Colorado
294
Public Employees Retirement Association of Colorado
Colorado
$1.18M -$77.4K -996 -6%
GI
295
GS Investments
Minnesota
$1.15M -$6.22K -80 -0.5%
Pictet Asset Management
296
Pictet Asset Management
Switzerland
$1.15M +$1.15M +14,816 New
Cerity Partners
297
Cerity Partners
New York
$1.15M -$114K -1,470 -9%
LB
298
Legacy Bridge
Iowa
$1.14M – – –
SDAM
299
Shulman DeMeo Asset Management
New York
$1.13M -$9.01K -116 -0.8%
Cambridge Investment Research Advisors
300
Cambridge Investment Research Advisors
Iowa
$1.13M +$118K +1,522 +12%
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