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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
+$127M
2
Invesco
Invesco
Georgia
+$53.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
4
Truist Financial
Truist Financial
North Carolina
+$27.2M
5
Millennium Management
Millennium Management
New York
+$23.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.2M
3
SCM
Steadfast Capital Management
New York
-$58.1M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$56.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
301
Western Wealth Management
Colorado
$1.36M -$35.1K -348 -3%
AFA
302
Abacus FCF Advisors
Florida
$1.35M +$723K +7,170 +115%
OAM
303
Occidental Asset Management
California
$1.34M +$1.06M +10,514 +374%
SFS
304
Stiles Financial Services
Minnesota
$1.34M +$507K +5,028 +61%
ATPW
305
Ashton Thomas Private Wealth
Arizona
$1.34M -$265K -2,622 -17%
SAM
306
Shell Asset Management
Netherlands
$1.33M -$398K -3,944 -23%
Janney Montgomery Scott
307
Janney Montgomery Scott
Pennsylvania
$1.32M -$19.4K -192 -1%
CAN
308
Cetera Advisor Networks
California
$1.3M -$1.14M -11,326 -47%
VWM
309
Venturi Wealth Management
Texas
$1.3M -$231K -2,288 -15%
TPW
310
Transatlantique Private Wealth
New York
$1.29M +$73K +724 +6%
MCI
311
MRP Capital Investments
Georgia
$1.28M -$1.92M -19,064 -60%
ACP
312
Aviance Capital Partners
Florida
$1.25M -$3.03K -30 -0.2%
SO
313
STRS Ohio
Ohio
$1.25M +$1.25M +12,388 New
GI
314
GS Investments
Minnesota
$1.24M -$261K -2,584 -17%
PWP
315
Precedent Wealth Partners
Texas
$1.22M +$1.22M +12,060 New
CIC
316
Chase Investment Counsel
Virginia
$1.21M +$1.21M +12,000 New
NSIM
317
North Star Investment Management
Illinois
$1.2M – – –
PC
318
Promethos Capital
Massachusetts
$1.19M +$1.19M +11,748 New
AC
319
Armistice Capital
New York
$1.17M +$1.17M +11,630 New
Grantham, Mayo, Van Otterloo & Co (GMO)
320
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16M -$3.02M -29,892 -72%
IIM
321
Ironwood Investment Management
Massachusetts
$1.16M -$9.28K -92 -0.8%
JWM
322
JGP Wealth Management
Oregon
$1.16M +$13.9K +138 +1%
QCM
323
QRG Capital Management
Illinois
$1.15M +$92.8K +920 +9%
SEI Investments
324
SEI Investments
Pennsylvania
$1.14M +$90.2K +894 +9%
BI
325
Berkeley Inc
Idaho
$1.13M -$27.4K -272 -2%
11 12
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