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Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MJRIC
351
Mogy Joel R Investment Counsel
California
$1.58M – – –
NCM
352
Novare Capital Management
North Carolina
$1.57M -$291K -1,881 -16%
DZ Bank
353
DZ Bank
Germany
$1.57M -$58.3K -376 -4%
SAM
354
Securian Asset Management
Minnesota
$1.55M -$38.6K -249 -2%
PIMJS
355
PKO Investment Management Joint-Stock
Poland
$1.55M -$527K -3,400 -25%
NA
356
NewEdge Advisors
Louisiana
$1.54M -$215K -1,391 -12%
TPW
357
Transatlantique Private Wealth
New York
$1.53M -$73.6K -475 -5%
GI
358
GS Investments
Minnesota
$1.53M +$3.1K +20 +0.2%
BHCM
359
Boulder Hill Capital Management
New York
$1.52M +$1.52M +27,040 New
CB
360
Commerce Bank
Missouri
$1.52M +$233K +1,507 +18%
RHAM
361
Round Hill Asset Management
California
$1.52M -$15.6K -101 -1%
Daiwa Securities Group
362
Daiwa Securities Group
Japan
$1.5M +$201K +1,300 +15%
JWM
363
JGP Wealth Management
Oregon
$1.49M +$20.6K +133 +1%
GIP
364
Greatmark Investment Partners
Georgia
$1.46M -$55K -355 -4%
SO
365
STRS Ohio
Ohio
$1.43M +$309K +1,995 +27%
GLA
366
Great Lakes Advisors
Illinois
$1.42M -$173K -1,116 -11%
BMSSC
367
B. Metzler seel. Sohn & Co
Germany
$1.42M – – –
Assenagon Asset Management
368
Assenagon Asset Management
Luxembourg
$1.38M +$237K +1,528 +21%
STCG
369
Speece Thorson Capital Group
Minnesota
$1.38M -$1.38M -8,888 -50%
VNA
370
Valley National Advisers
Pennsylvania
$1.35M -$1.49M -9,602 -52%
CG
371
Caprock Group
Idaho
$1.35M -$183K -1,183 -12%
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
$1.35M +$20K +129 +2%
ICM
373
III Capital Management
Florida
$1.33M +$1.33M +8,600 New
SPIA
374
Steward Partners Investment Advisory
New York
$1.33M -$197K -1,273 -13%
Lazard Asset Management
375
Lazard Asset Management
New York
$1.32M -$36.2M -233,778 -96%
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