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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 %
RFG
301
Range Financial Group
Oregon
$2.58M -$11.6K -82 -0.4%
PCM
302
Parsons Capital Management
Rhode Island
$2.55M -$23.2K -164 -0.9%
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$2.55M +$2.55M +18,056 New
GG
304
Gleason Group
Kentucky
$2.54M +$9.88K +70 +0.4%
KWM
305
Kingsview Wealth Management
Oregon
$2.49M +$1.54M +10,940 +163%
OAM
306
Occidental Asset Management
California
$2.47M +$104K +734 +4%
GIA
307
GHP Investment Advisors
Colorado
$2.46M -$246K -1,742 -9%
CIP
308
Chartwell Investment Partners
Pennsylvania
$2.43M -$21.5K -152 -0.9%
CIA
309
Cascade Investment Advisors
Oregon
$2.42M -$20.3K -144 -0.8%
BBWA
310
Bell & Brown Wealth Advisors
California
$2.42M -$295K -4,170 -11%
EGM
311
Engineers Gate Manager
New York
$2.39M +$2.39M +16,936 New
BOS
312
Bank of Stockton
California
$2.34M -$62.4K -442 -3%
FAM
313
Formidable Asset Management
Ohio
$2.33M -$614K -4,352 -21%
Credit Agricole
314
Credit Agricole
France
$2.33M +$2.27M +16,098 +4,259%
RWM
315
Ritholtz Wealth Management
New York
$2.32M +$764K +5,412 +49%
AFA
316
Abacus FCF Advisors
Florida
$2.31M +$275K +1,950 +14%
Wellington Management Group
317
Wellington Management Group
Massachusetts
$2.3M +$2.3M +16,306 New
ZIM
318
Zacks Investment Management
Illinois
$2.28M +$2.28M +16,184 New
HWAM
319
Hennion & Walsh Asset Management
New Jersey
$2.28M +$558K +3,950 +32%
O
320
Ossiam
France
$2.28M +$40.7K +288 +2%
Federated Hermes
321
Federated Hermes
Pennsylvania
$2.24M -$115K -814 -5%
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$2.17M -$144K -1,018 -6%
SRL
323
Scientech Research LLC
New Jersey
$2.15M +$2.15M +15,200 New
HAIM
324
Hunter Associates Investment Management
Pennsylvania
$2.14M -$380K -2,688 -15%
FM
325
Foster & Motley
Ohio
$2.11M -$145K -1,028 -6%
11 12
13
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