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Williams-Sonoma
WSM

Overview Fund Activity

613 hedge funds and large institutions have $7.96B invested in Williams-Sonoma in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 214 increasing their positions, 238 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+5
Holders Change %
+0.82%
% of All Funds
10.6%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
73
Increased
214
Reduced
238
Closed
58
Calls
$213M
Puts
$310M
Net Calls
-$96.3M
Net Calls Change
-$66.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$85.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$61.8M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$26.1M
4
JAM
Jupiter Asset Management
United Kingdom
+$20.1M
5
Barclays
Barclays
United Kingdom
+$17.2M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$76M
2
HMP
HS Management Partners
New York
-$68.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$62.9M
4
Coatue Management
Coatue Management
New York
-$35M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
301
CX Institutional
Indiana
$1.12M +$245K +4,166 +28%
MJRIC
302
Mogy Joel R Investment Counsel
California
$1.12M – – –
EC
303
Estate Counselors
Wisconsin
$1.12M – – –
BPA
304
Beacon Pointe Advisors
California
$1.1M -$40.9K -698 -4%
PCMU
305
Paragon Capital Management (Utah)
Utah
$1.09M +$1.09M +18,474 New
SP
306
Symmetry Partners
Connecticut
$1.07M +$28.6K +486 +3%
GC
307
Guggenheim Capital
Illinois
$1.07M -$225K -3,816 -17%
PFO
308
Pathstone Family Office
New Jersey
$1.04M +$719K +12,200 +222%
CP
309
Cumberland Partners
Ontario, Canada
$1.04M – – –
VF
310
Virtu Financial
New York
$1.04M +$53.9K +914 +5%
MAP
311
Moody Aldrich Partners
Massachusetts
$1.03M +$1.03M +17,422 New
GG
312
Gleason Group
Kentucky
$1.02M +$4.72K +80 +0.5%
AFG
313
Albion Financial Group
Utah
$1.02M +$15.3K +260 +2%
TSWM
314
Triangle Securities Wealth Management
North Carolina
$1.02M +$19.4K +330 +2%
DCM
315
Dupont Capital Management
Delaware
$1.01M -$209K -3,544 -17%
SIA
316
Soltis Investment Advisors
Utah
$967K +$254K +4,306 +36%
AWS
317
Atria Wealth Solutions
New York
$954K +$76.6K +1,300 +9%
IIL
318
Insight Inv LLC
California
$950K +$45.4K +770 +5%
TM
319
Triatomic Management
California
$943K – – –
GI
320
GS Investments
Minnesota
$926K -$28.3K -480 -3%
Prudential Financial
321
Prudential Financial
New Jersey
$920K -$21.8K -356 -2%
VPIM
322
Vanguard Personalized Indexing Management
California
$912K +$384K +6,510 +73%
SDAM
323
Shulman DeMeo Asset Management
New York
$911K -$3.89K -66 -0.4%
SEI Investments
324
SEI Investments
Pennsylvania
$900K +$640K +10,872 +247%
BSB
325
Bangor Savings Bank
Maine
$891K +$52.8K +896 +6%
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