WSM icon

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 %
Federated Hermes
276
Federated Hermes
Pennsylvania
$1.72M +$56.9K +564 +3%
FM
277
Foster & Motley
Ohio
$1.71M -$16.1K -160 -0.9%
QT
278
Quantbot Technologies
New York
$1.69M +$1.69M +16,798 New
TRCT
279
Tower Research Capital (TRC)
New York
$1.68M +$1.2M +11,888 +248%
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
$1.65M +$185K +1,832 +13%
PCM
281
Penserra Capital Management
California
$1.61M -$760K -7,534 -32%
HAIM
282
Hunter Associates Investment Management
Pennsylvania
$1.6M +$56K +558 +4%
DIA
283
Dana Investment Advisors
Wisconsin
$1.55M +$275K +2,726 +22%
RHAM
284
Round Hill Asset Management
California
$1.53M – – –
SWMG
285
Signature Wealth Management Group
Georgia
$1.53M +$1.53M +15,192 New
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$1.5M -$27.6K -274 -2%
SDAM
287
Shulman DeMeo Asset Management
New York
$1.49M +$16.1K +160 +1%
HWAM
288
Hennion & Walsh Asset Management
New Jersey
$1.48M -$544K -5,392 -27%
LB
289
Legacy Bridge
Iowa
$1.48M – – –
Pictet Asset Management
290
Pictet Asset Management
Switzerland
$1.47M -$26K -258 -2%
DC
291
Davenport & Co
Virginia
$1.46M -$632K -6,260 -30%
GIP
292
Greatmark Investment Partners
Georgia
$1.46M +$64.6K +640 +5%
Mercer Global Advisors
293
Mercer Global Advisors
Colorado
$1.44M -$411K -4,074 -22%
MML Investors Services
294
MML Investors Services
Massachusetts
$1.44M +$359K +3,554 +33%
SP
295
Symmetry Partners
Connecticut
$1.44M +$48.2K +474 +3%
DF
296
Donoghue Forlines
Massachusetts
$1.44M +$1.44M +14,232 New
NYLIM
297
New York Life Investment Management
New York
$1.43M +$16.3K +162 +1%
KPPF
298
Klein Pavlis & Peasley Financial
California
$1.42M +$1.42M +14,116 New
TFP
299
Tilia Fiduciary Partners
North Carolina
$1.41M -$36.7K -364 -3%
SOADOR
300
State of Alaska Department of Revenue
Alaska
$1.4M -$142K -1,410 -9%
10 11
12
13 14