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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 %
CAG
376
Csenge Advisory Group
Florida
$623K -$59.3K -588 -9%
CI Investments Inc
377
CI Investments Inc
Ontario, Canada
$619K +$270K +2,680 +77%
EF
378
Empirical Finance
Pennsylvania
$613K – – –
UWS
379
Unique Wealth Strategies
Illinois
$610K +$610K +6,050 New
SF
380
Synovus Financial
Georgia
$595K -$526K -5,212 -47%
VCM
381
Virtue Capital Management
Tennessee
$584K +$584K +5,982 New
LAM
382
L2 Asset Management
Massachusetts
$579K +$579K +5,742 New
MCM
383
MAI Capital Management
Ohio
$577K +$94.9K +940 +20%
JAM
384
Jupiter Asset Management
United Kingdom
$576K +$576K +5,714 New
CB
385
Cadence Bank
Mississippi
$574K – – –
RB
386
Renasant Bank
Mississippi
$571K -$38.3K -380 -6%
NG
387
Norden Group
Utah
$570K +$206K +2,038 +56%
Marshall Wace
388
Marshall Wace
United Kingdom
$565K +$565K +5,600 New
Brown Advisory
389
Brown Advisory
Maryland
$563K +$137K +1,362 +32%
SCM
390
Shelton Capital Management
Colorado
$558K -$76.1K -754 -12%
HH
391
Hilltop Holdings
Texas
$557K +$47.4K +470 +9%
CFB
392
Cullen/Frost Bankers
Texas
$557K – – –
GLA
393
Great Lakes Advisors
Illinois
$556K +$64.6K +640 +13%
SWP
394
Stratos Wealth Partners
Ohio
$554K +$138K +1,370 +33%
WA
395
WESPAC Advisors
California
$552K +$552K +5,470 New
MIA
396
MainStreet Investment Advisors
Illinois
$546K +$51.9K +514 +10%
PAS
397
Park Avenue Securities
New York
$542K -$105K -1,042 -16%
BFA
398
Buttonwood Financial Advisors
Maryland
$541K +$1.01K +10 +0.2%
PFS
399
Prospera Financial Services
Texas
$539K -$42K -416 -7%
PS
400
Principal Securities
Iowa
$538K +$538K +5,330 New
14 15
16
17 18