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Williams-Sonoma
WSM

Overview Fund Activity

672 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 264 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+80
Holders Change %
+13.51%
% of All Funds
9.85%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
264
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$127M
2
Invesco
Invesco
Georgia
+$53.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
4
Truist Financial
Truist Financial
North Carolina
+$27.2M
5
Millennium Management
Millennium Management
New York
+$23.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.2M
3
SCM
Steadfast Capital Management
New York
-$58.1M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$56.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
326
GPS Wealth Strategies Group
Colorado
$1.13M -$51.7K -512 -4%
QCM
327
Quantinno Capital Management
New York
$1.11M +$155K +1,536 +16%
SAM
328
Securian Asset Management
Minnesota
$1.1M – – –
BAMF
329
BI Asset Management Fondsmaeglerselskab
Denmark
$1.08M +$1.08M +10,726 New
FB
330
Fulton Bank
Pennsylvania
$1.08M -$190K -1,888 -15%
EAM
331
Eukles Asset Management
Ohio
$1.08M +$8.68K +86 +0.8%
SIA
332
Strategic Investment Advisors
Michigan
$1.06M -$35.7K -354 -3%
O
333
Ossiam
France
$1.06M -$994K -9,854 -48%
JSL
334
JT Stratford LLC
Georgia
$1.06M -$822K -8,148 -44%
TAF
335
Tredje AP-fonden
Sweden
$1.05M – – –
MJRIC
336
Mogy Joel R Investment Counsel
California
$1.03M – – –
PIMJS
337
PKO Investment Management Joint-Stock
Poland
$1.01M +$1.01M +10,000 New
CANY
338
Caxton Associates (New York)
New York
$1M -$390K -3,866 -28%
MSRPS
339
Maryland State Retirement & Pension System
Maryland
$1M – – –
GC
340
Guggenheim Capital
Illinois
$994K -$992K -9,830 -50%
HSBC Holdings
341
HSBC Holdings
United Kingdom
$955K -$4.19M -41,492 -81%
VF
342
Virtu Financial
New York
$954K -$668K -6,624 -41%
Mariner
343
Mariner
Kansas
$947K +$146K +1,448 +18%
BAM
344
Beaumont Asset Management
Texas
$917K -$3.03K -30 -0.3%
Mitsubishi UFJ Asset Management
345
Mitsubishi UFJ Asset Management
Japan
$892K -$152K -1,564 -15%
NVCHI
346
New Vernon Capital Holdings II
New Jersey
$864K +$266K +2,634 +44%
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$852K -$8.27K -82 -1%
DTL
348
Dynamic Technology Lab
Singapore
$827K +$827K +8,194 New
Baird Financial Group
349
Baird Financial Group
Wisconsin
$821K -$176K -1,740 -18%
CB
350
Commerce Bank
Missouri
$815K +$4.44K +44 +0.5%
12 13
14
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