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Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
301
Neuberger Berman Group
New York
$2.41M +$1.26M +8,115 +109%
Mirae Asset Global ETFs Holdings
302
Mirae Asset Global ETFs Holdings
Hong Kong
$2.41M -$1.27M -8,208 -35%
SIA
303
Soltis Investment Advisors
Utah
$2.37M -$1.22M -7,888 -34%
SFS
304
Stiles Financial Services
Minnesota
$2.32M +$99.4K +641 +4%
CIA
305
Cascade Investment Advisors
Oregon
$2.31M -$343K -2,217 -13%
HAIM
306
Hunter Associates Investment Management
Pennsylvania
$2.3M -$38.2K -247 -2%
HSA
307
Hussman Strategic Advisors
Maryland
$2.28M +$2.28M +14,700 New
LOAMS
308
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.25M +$2.25M +14,552 New
Federated Hermes
309
Federated Hermes
Pennsylvania
$2.25M -$206K -1,328 -8%
National Bank of Canada
310
National Bank of Canada
Quebec, Canada
$2.23M -$710K -4,586 -24%
SDAM
311
Shulman DeMeo Asset Management
New York
$2.21M -$18.9K -122 -0.8%
AIMCA
312
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.2M -$2.79M -18,000 -56%
TW
313
Transform Wealth
Colorado
$2.17M +$2.17M +14,013 New
Nomura Holdings
314
Nomura Holdings
Japan
$2.16M +$1.8M +11,625 +506%
FAM
315
Formidable Asset Management
Ohio
$2.12M -$431K -2,784 -17%
PWP
316
Precedent Wealth Partners
Texas
$2.12M +$134K +868 +7%
WHG
317
Westwood Holdings Group
Texas
$2.03M +$1.55K +10 +0.1%
O
318
Ossiam
France
$2M -$496K -3,204 -20%
FM
319
Foster & Motley
Ohio
$1.99M -$329K -2,123 -14%
Public Employees Retirement Association of Colorado
320
Public Employees Retirement Association of Colorado
Colorado
$1.97M – – –
SAM
321
Shell Asset Management
Netherlands
$1.97M +$1.97M +12,702 New
TG
322
TCW Group
California
$1.96M +$1.96M +12,641 New
KA
323
Kintegral Advisory
New York
$1.92M -$25.1K -162 -1%
GIBU
324
Gulf International Bank (UK)
United Kingdom
$1.91M -$90K -581 -4%
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$1.89M -$2.07M -13,352 -52%
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