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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 %
EAM
351
Eukles Asset Management
Ohio
$1.7M +$2.54K +16 +0.1%
SAM
352
Securian Asset Management
Minnesota
$1.69M -$37.5K -236 -2%
Janney Montgomery Scott
353
Janney Montgomery Scott
Pennsylvania
$1.69M -$381K -2,400 -18%
MML Investors Services
354
MML Investors Services
Massachusetts
$1.66M -$613K -3,860 -27%
SWMG
355
Signature Wealth Management Group
Georgia
$1.65M -$471K -3,374 -22%
SPIA
356
Steward Partners Investment Advisory
New York
$1.64M +$455K +2,868 +38%
RHAM
357
Round Hill Asset Management
California
$1.63M -$781K -4,922 -32%
SIA
358
Strategic Investment Advisors
Michigan
$1.63M -$45.1K -284 -3%
MJRIC
359
Mogy Joel R Investment Counsel
California
$1.62M – – –
GLA
360
Great Lakes Advisors
Illinois
$1.61M +$732K +4,608 +84%
GI
361
GS Investments
Minnesota
$1.59M -$363K -2,284 -19%
VWM
362
Venturi Wealth Management
Texas
$1.58M -$460K -2,900 -23%
Mariner
363
Mariner
Kansas
$1.51M +$24.1K +152 +2%
TD Asset Management
364
TD Asset Management
Ontario, Canada
$1.49M +$1.49M +9,414 New
JWM
365
JGP Wealth Management
Oregon
$1.48M -$337K -2,122 -19%
STCG
366
Speece Thorson Capital Group
Minnesota
$1.44M -$11.7M -73,942 -89%
KPPF
367
Klein Pavlis & Peasley Financial
California
$1.43M -$812K -5,116 -36%
Baird Financial Group
368
Baird Financial Group
Wisconsin
$1.41M +$124K +778 +10%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$1.4M – – –
SG Americas Securities
370
SG Americas Securities
New York
$1.39M +$820K +5,166 +145%
MCM
371
MAI Capital Management
Ohio
$1.39M +$477K +3,006 +53%
CAM
372
Cresset Asset Management
Illinois
$1.37M +$193K +1,216 +16%
Two Sigma Advisers
373
Two Sigma Advisers
New York
$1.37M +$1.37M +8,600 New
Parallax Volatility Advisers
374
Parallax Volatility Advisers
California
$1.34M +$1.34M +8,456 New
JFG
375
Jefferies Financial Group
New York
$1.34M +$1.34M +8,430 New
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