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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 %
CANY
301
Caxton Associates (New York)
New York
$2.62M +$1.04M +6,580 +66%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$2.6M -$952 -6 -0%
CIBC World Market
303
CIBC World Market
Ontario, Canada
$2.58M +$2.58M +16,232 New
FM
304
Foster & Motley
Ohio
$2.54M -$151K -950 -6%
O
305
Ossiam
France
$2.52M +$849K +5,350 +51%
TI
306
Tidal Investments
Wisconsin
$2.52M -$316K -1,990 -11%
DLHL
307
Donald L. Hagan LLC
Florida
$2.51M -$855K -5,384 -25%
GAG
308
Goodman Advisory Group
Massachusetts
$2.48M -$283K -1,780 -10%
QCM
309
Quantinno Capital Management
New York
$2.35M +$605K +3,808 +35%
LB
310
Legacy Bridge
Iowa
$2.33M – – –
SDAM
311
Shulman DeMeo Asset Management
New York
$2.32M -$15.2K -96 -0.7%
SEI Investments
312
SEI Investments
Pennsylvania
$2.31M +$517K +3,258 +29%
BCIM
313
British Columbia Investment Management
British Columbia, Canada
$2.31M +$2.31M +14,550 New
SP
314
Symmetry Partners
Connecticut
$2.31M +$59.4K +374 +3%
AFA
315
Abacus FCF Advisors
Florida
$2.29M +$167K +1,050 +8%
GIP
316
Greatmark Investment Partners
Georgia
$2.28M -$14.3K -90 -0.6%
NYLIM
317
New York Life Investment Management
New York
$2.27M +$16.8K +106 +0.7%
DC
318
Davenport & Co
Virginia
$2.23M -$70.2K -442 -3%
SOADOR
319
State of Alaska Department of Revenue
Alaska
$2.21M +$9.53K +60 +0.4%
PCMU
320
Paragon Capital Management (Utah)
Utah
$2.19M +$2.19M +13,780 New
AC
321
Armistice Capital
New York
$2.17M +$320K +2,014 +17%
SFS
322
Stiles Financial Services
Minnesota
$2.15M +$39.1K +246 +2%
NAM
323
Nissay Asset Management
Japan
$2.14M +$2.14M +13,476 New
PIMJS
324
PKO Investment Management Joint-Stock
Poland
$2.14M +$542K +3,400 +34%
Public Employees Retirement Association of Colorado
325
Public Employees Retirement Association of Colorado
Colorado
$2.14M -$225K -1,414 -10%
11 12
13
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