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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
276
Concord Wealth Partners
Virginia
$3.18M +$560K +3,966 +21%
XT
277
XTX Topco
Cayman Islands
$3.08M +$3.08M +21,786 New
TCM
278
Twin Capital Management
Pennsylvania
$3.07M +$117K +832 +4%
RWA
279
Roberts Wealth Advisors
California
$3.03M +$1.53M +21,550 +102%
QCM
280
Quantinno Capital Management
New York
$3.02M +$938K +6,642 +45%
PHK
281
Point72 Hong Kong
Hong Kong
$3.02M +$3.02M +21,374 New
CA
282
Clearstead Advisors
Ohio
$2.99M +$2.97M +21,062 +14,426%
LFAS
283
Level Four Advisory Services
Texas
$2.98M -$1.08M -7,684 -27%
BCV
284
Banque Cantonale Vaudoise
Switzerland
$2.97M +$2.8M +19,828 +1,607%
LA
285
LBP AM
France
$2.96M +$2.96M +20,978 New
URS
286
Utah Retirement Systems
Utah
$2.95M -$158K -1,116 -5%
SCM
287
Stonebridge Capital Management
California
$2.94M +$1.46M +20,720 +99%
TRCT
288
Tower Research Capital (TRC)
New York
$2.92M +$2M +14,162 +218%
TAM
289
Tocqueville Asset Management
New York
$2.88M -$322K -2,284 -10%
AAM
290
Advisors Asset Management
Colorado
$2.83M -$258K -1,824 -8%
Stifel Financial
291
Stifel Financial
Missouri
$2.83M -$16.1K -114 -0.6%
DnB Asset Management
292
DnB Asset Management
Norway
$2.78M +$97.1K +688 +4%
Connor, Clark & Lunn Investment Management (CC&L)
293
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.76M -$31.3K -222 -1%
VCM
294
Vision Capital Management
Oregon
$2.72M -$163K -1,152 -6%
OAC
295
OMERS Administration Corp
Ontario, Canada
$2.72M +$2.72M +19,244 New
TAF
296
Tredje AP-fonden
Sweden
$2.71M -$1.51M -10,722 -36%
SSWM
297
Sheets Smith Wealth Management
North Carolina
$2.65M -$777K -5,500 -23%
TD Asset Management
298
TD Asset Management
Ontario, Canada
$2.65M +$1.32M +9,334 +99%
National Bank of Canada
299
National Bank of Canada
Quebec, Canada
$2.62M +$114K +830 +5%
VNA
300
Valley National Advisers
Pennsylvania
$2.59M -$147K -1,040 -5%
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