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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 %
OQS
351
Occudo Quantitative Strategies
Florida
$550K +$550K +7,084 New
ESCM
352
Echo Street Capital Management
New York
$545K +$545K +7,012 New
RJT
353
Raymond James Trust
Florida
$531K +$19.6K +252 +4%
WG
354
Winton Group
United Kingdom
$530K +$11K +142 +2%
Neuberger Berman Group
355
Neuberger Berman Group
New York
$526K -$104K -1,334 -16%
CAG
356
Csenge Advisory Group
Florida
$525K +$525K +6,760 New
TCM
357
Teza Capital Management
Illinois
$522K -$39.5K -508 -7%
BBVA
358
Banco Bilbao Vizcaya Argentaria
Spain
$520K +$520K +6,590 New
Truist Financial
359
Truist Financial
North Carolina
$511K -$580K -7,468 -53%
BJL
360
Brighton Jones LLC
Washington
$508K -$6.99K -90 -1%
FFP
361
FourThought Financial Partners
Florida
$505K +$48.6K +626 +11%
MVA
362
Mount Vernon Associates
Maryland
$501K – – –
RA
363
RFG Advisory
Alabama
$499K +$2.33K +30 +0.5%
PAS
364
Park Avenue Securities
New York
$498K +$498K +6,414 New
CL
365
CSS LLC
Illinois
$497K +$31.1K +400 +7%
AI
366
AdvisorShares Investments
Maryland
$490K -$11.2K -144 -2%
SCM
367
Shelton Capital Management
Colorado
$488K – – –
GCM
368
Gallacher Capital Management
Colorado
$484K +$151K +1,948 +45%
AFA
369
Abacus FCF Advisors
Florida
$483K -$13.1K -168 -3%
AWAU
370
Alliance Wealth Advisors (Utah)
Utah
$482K -$349K -4,486 -42%
QCM
371
Qsemble Capital Management
New York
$482K +$482K +6,200 New
WP
372
Westmount Partners
California
$478K -$466 -6 -0.1%
EF
373
Empirical Finance
Pennsylvania
$472K +$472K +6,078 New
RB
374
Renasant Bank
Mississippi
$469K -$55.3K -712 -11%
DI
375
DFPG Investments
Utah
$468K +$126K +1,702 +37%
13 14
15
16 17