WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

554 hedge funds and large institutions have $12.7B invested in Williams-Sonoma in 2021 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 153 increasing their positions, 222 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+45
Holders Change %
+8.84%
% of All Funds
9.76%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
112
Increased
153
Reduced
222
Closed
62
Calls
$130M
Puts
$441M
Net Calls
-$311M
Net Calls Change
-$313M

Top Buyers

1
BlackRock
BlackRock
New York
$1.31B
2
First Trust Advisors
First Trust Advisors
Illinois
$103M
3
DZ Bank
DZ Bank
Germany
$73.3M
4
Two Sigma Investments
Two Sigma Investments
New York
$62.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$871M
2
HMP
HS Management Partners
New York
$160M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.26B
4
Boston Partners
Boston Partners
Massachusetts
$104M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
326
Veritable
Delaware
$724K -$201K -2,242 -22%
TRCT
327
Tower Research Capital (TRC)
New York
$721K -$2.26M -25,254 -76%
SCM
328
Schnieders Capital Management
California
$717K – – –
ADIM
329
Alpha DNA Investment Management
Maryland
$713K -$565K -6,314 -44%
AWM
330
AE Wealth Management
Kansas
$709K -$543K -6,068 -43%
Asset Management One
331
Asset Management One
Japan
$696K +$696K +7,770 New
NL
332
Navalign LLC
California
$693K +$693K +7,730 New
TI
333
tru Independence
Oregon
$688K -$205K -2,282 -23%
MCC
334
Money Concepts Capital
Florida
$679K +$133K +1,486 +24%
KAS
335
Kestra Advisory Services
Texas
$678K +$678K +7,562 New
SIA
336
Strategic Investment Advisors
Michigan
$672K +$672K +7,500 New
MFG
337
Menard Financial Group
Texas
$669K +$669K +7,462 New
RB
338
Renasant Bank
Mississippi
$655K -$1.97K -22 -0.3%
Lido Advisors
339
Lido Advisors
California
$651K -$144K -1,612 -18%
PAS
340
Park Avenue Securities
New York
$649K -$33.7K -376 -5%
QT
341
Quantbot Technologies
New York
$648K +$648K +7,242 New
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$643K +$282K +3,156 +78%
BTWM
343
Baker Tilly Wealth Management
Wisconsin
$637K +$69.5K +776 +12%
WAM
344
World Asset Management
Michigan
$636K -$57.5K -674 -8%
CG
345
Cutler Group
California
$628K -$56.8K -634 -8%
VI
346
Versor Investments
New York
$623K +$71.6K +800 +13%
MVA
347
Mount Vernon Associates
Maryland
$614K -$66.3K -740 -10%
PFO
348
Pathstone Family Office
New Jersey
$613K +$579K +6,462 +1,692%
AIA
349
Avalon Investment & Advisory
Texas
$612K +$612K +6,826 New
PCM
350
Penserra Capital Management
California
$611K -$10.2M -113,560 -94%
12 13
14
15 16