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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 %
MCI
301
MRP Capital Investments
Georgia
$1.12M +$602K +17,114 +117%
TFP
302
Tilia Fiduciary Partners
North Carolina
$1.11M +$135K +1,736 +14%
NYLIM
303
New York Life Investment Management
New York
$1.09M +$528K +6,792 +94%
WWM
304
Western Wealth Management
Colorado
$1.08M +$35.3K +454 +3%
PCM
305
Parsons Capital Management
Rhode Island
$1.07M +$202K +2,596 +23%
CANY
306
Caxton Associates (New York)
New York
$1.07M -$1.51M -19,396 -58%
GIP
307
Greatmark Investment Partners
Georgia
$1.07M +$1.07M +13,798 New
SP
308
Symmetry Partners
Connecticut
$1.06M -$121K -1,560 -10%
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$1.03M -$140K -1,808 -12%
PFO
310
Pathstone Family Office
New Jersey
$991K +$461K +5,930 +87%
DIA
311
Dana Investment Advisors
Wisconsin
$980K -$15.5K -200 -2%
FB
312
Fulton Bank
Pennsylvania
$977K -$9.01K -116 -0.9%
ACP
313
Aviance Capital Partners
Florida
$965K -$27.5K -354 -3%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$940K -$753K -9,694 -44%
TPW
315
Transatlantique Private Wealth
New York
$936K -$74.4K -958 -7%
NSIM
316
North Star Investment Management
Illinois
$927K – – –
GWSG
317
GPS Wealth Strategies Group
Colorado
$911K -$1.71K -22 -0.2%
IIM
318
Ironwood Investment Management
Massachusetts
$898K -$31.5K -406 -3%
BI
319
Berkeley Inc
Idaho
$892K +$1.55K +20 +0.2%
JWM
320
JGP Wealth Management
Oregon
$879K +$21.8K +280 +3%
SF
321
Synovus Financial
Georgia
$863K +$367K +4,718 +74%
SIA
322
Strategic Investment Advisors
Michigan
$847K -$757K -9,736 -47%
SAM
323
Securian Asset Management
Minnesota
$845K -$63.7K -820 -7%
Mitsubishi UFJ Asset Management
324
Mitsubishi UFJ Asset Management
Japan
$834K -$91.4K -1,176 -10%
MML Investors Services
325
MML Investors Services
Massachusetts
$834K -$377K -4,858 -31%
11 12
13
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