WSM icon

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 %
PC
351
Prairiewood Capital
North Dakota
$809K – – –
SCM
352
Schnieders Capital Management
California
$807K – – –
BBVA
353
Banco Bilbao Vizcaya Argentaria
Spain
$791K +$127K +1,264 +19%
PAG
354
Private Advisory Group
Washington
$771K +$771K +7,640 New
SPIA
355
Steward Partners Investment Advisory
New York
$754K +$27K +268 +4%
CAM
356
Cresset Asset Management
Illinois
$747K -$18.8K -186 -2%
Neuberger Berman Group
357
Neuberger Berman Group
New York
$740K +$56.5K +560 +8%
CCIA
358
Campbell & Co Investment Adviser
Maryland
$739K +$739K +7,320 New
BC
359
Burney Company
Virginia
$729K -$350K -3,474 -32%
ECA
360
Elevated Capital Advisors
Utah
$721K – – –
ACA
361
Atlas Capital Advisors
Wyoming
$713K +$116K +1,146 +19%
DADC
362
D.A. Davidson & Co
Montana
$699K +$358K +3,544 +105%
RJT
363
Raymond James Trust
Florida
$680K -$10.1K -100 -1%
BJL
364
Brighton Jones LLC
Washington
$674K +$14.5K +144 +2%
VI
365
Versor Investments
New York
$666K +$666K +6,604 New
PAG
366
Private Advisor Group
New Jersey
$661K +$106K +1,050 +19%
AWAU
367
Alliance Wealth Advisors (Utah)
Utah
$657K +$31.5K +312 +5%
GT
368
Greenleaf Trust
Michigan
$644K +$41.2K +408 +7%
RWM
369
Ritholtz Wealth Management
New York
$642K +$642K +6,366 New
PAM
370
Panagora Asset Management
Massachusetts
$642K -$217K -2,154 -25%
RA
371
RFG Advisory
Alabama
$628K -$20.4K -202 -3%
MVA
372
Mount Vernon Associates
Maryland
$626K -$25.2K -250 -4%
DI
373
DFPG Investments
Utah
$625K +$7.98K +82 +1%
FFP
374
FourThought Financial Partners
Florida
$624K -$32.1K -318 -5%
WP
375
Westmount Partners
California
$623K +$3.03K +30 +0.5%
13 14
15
16 17