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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 %
GT
376
Greenleaf Trust
Michigan
$464K +$2.8K +36 +0.6%
NVCHI
377
New Vernon Capital Holdings II
New Jersey
$461K +$59.7K +768 +15%
ACA
378
Atlas Capital Advisors
Wyoming
$460K +$460K +5,922 New
PP
379
Patten & Patten
Tennessee
$460K – – –
Qube Research & Technologies (QRT)
380
Qube Research & Technologies (QRT)
United Kingdom
$455K +$455K +5,854 New
PFS
381
Prospera Financial Services
Texas
$447K +$447K +5,756 New
CB
382
Cadence Bank
Mississippi
$442K – – –
XT
383
XTX Topco
Cayman Islands
$432K +$432K +5,556 New
CFB
384
Cullen/Frost Bankers
Texas
$429K – – –
PAG
385
Private Advisor Group
New Jersey
$428K +$6.06K +78 +1%
API
386
Advisor Partners II
California
$424K +$46.2K +594 +12%
KAS
387
Kestra Advisory Services
Texas
$424K -$697K -8,970 -62%
BFA
388
Buttonwood Financial Advisors
Maryland
$416K +$161K +2,072 +63%
MAM
389
Martingale Asset Management
Massachusetts
$414K +$414K +5,326 New
MAM
390
MWA Asset Management
Massachusetts
$412K +$412K +5,304 New
CFG
391
Cooper Financial Group
California
$411K +$11.5K +148 +3%
TA
392
TFG Advisers
Michigan
$400K +$14.9K +192 +4%
HH
393
Hilltop Holdings
Texas
$392K +$6.37K +82 +2%
TAM
394
Taurus Asset Management
New York
$389K – – –
OC
395
Oppenheimer & Co
New York
$386K +$9.32K +120 +2%
PCMC
396
Paragon Capital Management (Colorado)
Colorado
$384K -$13.7K -176 -3%
SC
397
Scotia Capital
Ontario, Canada
$382K -$1.4K -18 -0.4%
Cetera Investment Advisers
398
Cetera Investment Advisers
Illinois
$381K +$108K +1,384 +39%
MIA
399
MainStreet Investment Advisors
Illinois
$381K +$4.2K +54 +1%
GLA
400
Great Lakes Advisors
Illinois
$378K +$378K +4,866 New
14 15
16
17 18