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Williams-Sonoma
WSM

Overview Fund Activity

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
BlackRock
New York
+$280M
2
First Trust Advisors
First Trust Advisors
Illinois
+$259M
3
Invesco
Invesco
Georgia
+$234M
4
State Street
State Street
Massachusetts
+$106M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$63.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$508M
2
Charles Schwab
Charles Schwab
California
-$321M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
4
Morgan Stanley
Morgan Stanley
New York
-$211M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
326
Penserra Capital Management
California
$2.11M -$436K -2,746 -17%
GIBU
327
Gulf International Bank (UK)
United Kingdom
$2.05M +$2.05M +12,928 New
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$2.04M -$1.84M -29,428 -47%
PWP
329
Precedent Wealth Partners
Texas
$2.03M +$119K +750 +6%
TFP
330
Tilia Fiduciary Partners
North Carolina
$2M -$212K -1,336 -10%
ET
331
Entropy Technologies
New York
$1.99M +$1.99M +12,562 New
APF
332
Alaska Permanent Fund
Alaska
$1.97M -$2.95M -18,600 -60%
CAN
333
Cetera Advisor Networks
California
$1.96M -$87.3K -550 -4%
HWAM
334
Hennion & Walsh Asset Management
New Jersey
$1.94M -$393K -2,476 -17%
SAM
335
Shell Asset Management
Netherlands
$1.93M +$68.9K +488 +4%
Wolverine Trading
336
Wolverine Trading
Illinois
$1.91M +$1.32M +8,286 +223%
CIC
337
Chase Investment Counsel
Virginia
$1.91M – – –
CG
338
Cutler Group
California
$1.9M -$3.65M -22,978 -66%
NSIM
339
North Star Investment Management
Illinois
$1.89M – – –
PC
340
Promethos Capital
Massachusetts
$1.87M – – –
PRC
341
Pearl River Capital
Michigan
$1.86M +$1.86M +11,684 New
AFG
342
Albion Financial Group
Utah
$1.82M -$1.03M -6,500 -36%
SMDAM
343
Sumitomo Mitsui DS Asset Management
Japan
$1.79M +$1.79M +11,280 New
IIM
344
Ironwood Investment Management
Massachusetts
$1.79M -$33.3K -210 -2%
CAMG
345
CWA Asset Management Group
Florida
$1.77M +$1.77M +11,166 New
BI
346
Berkeley Inc
Idaho
$1.76M -$21.9K -138 -1%
RWM
347
Ritholtz Wealth Management
New York
$1.74M +$733K +4,620 +73%
FB
348
Fulton Bank
Pennsylvania
$1.73M +$37.8K +238 +2%
TPW
349
Transatlantique Private Wealth
New York
$1.73M -$293K -1,848 -14%
BCM
350
Bayesian Capital Management
New York
$1.73M +$1.73M +10,882 New
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