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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 %
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$1.34M +$7.56K +48 +0.6%
WHG
377
Westwood Holdings Group
Texas
$1.34M +$1.34M +8,422 New
Daiwa Securities Group
378
Daiwa Securities Group
Japan
$1.33M +$1.33M +8,400 New
PIM
379
Plato Investment Management
Australia
$1.32M +$1.29M +8,108 +4,137%
Assenagon Asset Management
380
Assenagon Asset Management
Luxembourg
$1.32M +$1.32M +8,294 New
SO
381
STRS Ohio
Ohio
$1.3M -$666K -4,196 -34%
EFM
382
E Fund Management
China
$1.29M +$1.29M +8,114 New
CB
383
Commerce Bank
Missouri
$1.28M +$1.27K +8 +0.1%
QCM
384
QRG Capital Management
Illinois
$1.28M -$526K -3,310 -29%
NG
385
Norden Group
Utah
$1.28M +$384K +2,420 +43%
BMSSC
386
B. Metzler seel. Sohn & Co
Germany
$1.28M +$1.28M +8,052 New
ATPW
387
Ashton Thomas Private Wealth
Arizona
$1.27M -$833K -5,248 -40%
SCM
388
Schnieders Capital Management
California
$1.27M – – –
PAG
389
Private Advisory Group
Washington
$1.23M +$17.1K +108 +1%
LCM
390
LRT Capital Management
Texas
$1.22M -$1.5M -9,420 -55%
PP
391
Paloma Partners
Connecticut
$1.21M +$1.21M +7,602 New
Nordea Investment Management
392
Nordea Investment Management
Sweden
$1.2M -$28.8M -180,672 -96%
Nomura Holdings
393
Nomura Holdings
Japan
$1.2M +$1.2M +7,540 New
Neuberger Berman Group
394
Neuberger Berman Group
New York
$1.19M +$27.9K +176 +2%
AWAU
395
Alliance Wealth Advisors (Utah)
Utah
$1.19M +$157K +986 +15%
DAS
396
Diversify Advisory Services
Utah
$1.18M +$1.18M +7,474 New
PC
397
Prairiewood Capital
North Dakota
$1.14M -$131K -822 -10%
WG
398
Winton Group
United Kingdom
$1.12M +$519K +3,272 +86%
ACA
399
Atlas Capital Advisors
Wyoming
$1.11M -$7.62K -48 -0.7%
DADC
400
D.A. Davidson & Co
Montana
$1.1M -$635 -4 -0.1%
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