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Williams-Sonoma
WSM

Overview Fund Activity

592 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.44%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
80
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
Leonard Green & Partners
California
+$499M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$71.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$48.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$43.8M
5
Norges Bank
Norges Bank
Norway
+$29.4M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$68M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$57.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
326
Burney Company
Virginia
$832K -$317K -4,084 -28%
EAM
327
Eukles Asset Management
Ohio
$824K +$8.08K +104 +1%
QCM
328
QRG Capital Management
Illinois
$813K +$813K +10,464 New
TAF
329
Tredje AP-fonden
Sweden
$810K – – –
SEI Investments
330
SEI Investments
Pennsylvania
$809K -$1.24M -15,910 -60%
MJRIC
331
Mogy Joel R Investment Counsel
California
$793K -$684K -8,800 -46%
Group One Trading
332
Group One Trading
Illinois
$776K -$1.04M -13,360 -57%
MSRPS
333
Maryland State Retirement & Pension System
Maryland
$773K – – –
Baird Financial Group
334
Baird Financial Group
Wisconsin
$767K -$50.8K -654 -6%
QCM
335
Quantinno Capital Management
New York
$732K -$2.8K -36 -0.4%
BAM
336
Beaumont Asset Management
Texas
$708K +$15.1K +194 +2%
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$663K -$298K -3,834 -31%
PAM
338
Panagora Asset Management
Massachusetts
$662K -$188K -2,414 -22%
SFS
339
Stiles Financial Services
Minnesota
$643K +$264K +3,404 +70%
CB
340
Commerce Bank
Missouri
$624K +$3.42K +44 +0.6%
PC
341
Prairiewood Capital
North Dakota
$623K – – –
RCG
342
Rock Creek Group
District of Columbia
$622K -$2.49M -32,000 -80%
SCM
343
Schnieders Capital Management
California
$621K – – –
Mariner
344
Mariner
Kansas
$617K -$1.87K -24 -0.3%
IIM
345
INTECH Investment Management
Florida
$613K -$171K -2,200 -22%
CAM
346
Cresset Asset Management
Illinois
$589K +$6.68K +86 +1%
Impax Asset Management Group
347
Impax Asset Management Group
United Kingdom
$562K -$10.4K -134 -2%
I
348
InceptionR
California
$562K +$562K +7,238 New
SPIA
349
Steward Partners Investment Advisory
New York
$560K +$142K +1,834 +34%
ECA
350
Elevated Capital Advisors
Utah
$556K -$6.53K -84 -1%
12 13
14
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