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Williams-Sonoma
WSM

Overview Fund Activity

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
BlackRock
New York
+$280M
2
First Trust Advisors
First Trust Advisors
Illinois
+$259M
3
Invesco
Invesco
Georgia
+$234M
4
State Street
State Street
Massachusetts
+$106M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$63.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$508M
2
Charles Schwab
Charles Schwab
California
-$321M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
4
Morgan Stanley
Morgan Stanley
New York
-$211M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
276
Valley National Advisers
Pennsylvania
$3.07M -$216K -1,358 -7%
GIA
277
GHP Investment Advisors
Colorado
$3.05M +$117K +736 +4%
OTPPB
278
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.04M -$888K -5,596 -23%
RWA
279
Roberts Wealth Advisors
California
$3.03M -$20.5K -142 -0.7%
DnB Asset Management
280
DnB Asset Management
Norway
$3.02M +$3.02M +19,012 New
Simplex Trading
281
Simplex Trading
Illinois
$3.02M +$3.02M +19,014 New
CWP
282
Concord Wealth Partners
Virginia
$2.95M +$2.95M +18,578 New
CAMV
283
Concord Asset Management (Virginia)
Virginia
$2.94M +$2.94M +18,512 New
RFG
284
Range Financial Group
Oregon
$2.92M -$47.3K -298 -2%
BBVA
285
Banco Bilbao Vizcaya Argentaria
Spain
$2.9M +$1.66M +10,440 +133%
LFAS
286
Level Four Advisory Services
Texas
$2.9M +$111K +1,104 +4%
PCM
287
Parsons Capital Management
Rhode Island
$2.9M +$131K +824 +5%
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$2.87M -$2.14M -13,530 -43%
AIMCA
289
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.86M – – –
GG
290
Gleason Group
Kentucky
$2.85M +$11.4K +72 +0.4%
HAIM
291
Hunter Associates Investment Management
Pennsylvania
$2.83M +$301K +1,890 +12%
SWA
292
Stratos Wealth Advisors
Ohio
$2.83M +$9.85K +62 +0.3%
CIP
293
Chartwell Investment Partners
Pennsylvania
$2.76M +$2.76M +17,360 New
CIA
294
Cascade Investment Advisors
Oregon
$2.74M -$167K -1,050 -6%
VI
295
Vestcor Inc
New Brunswick, Canada
$2.73M -$2.79M -17,572 -51%
BOS
296
Bank of Stockton
California
$2.71M -$2.54K -16 -0.1%
OAM
297
Occidental Asset Management
California
$2.66M +$548K +3,454 +26%
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
$2.65M -$2.82M -17,756 -52%
MAM
299
Martingale Asset Management
Massachusetts
$2.65M -$402K -2,530 -13%
Federated Hermes
300
Federated Hermes
Pennsylvania
$2.64M -$57.2K -360 -2%
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