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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 %
KIA
376
Knollwood Investment Advisory
Maryland
$1.31M – – –
JF
377
Jump Financial
Illinois
$1.25M +$1.25M +8,063 New
AIM
378
Aigen Investment Management
New York
$1.25M +$62.7K +405 +5%
LCM
379
LRT Capital Management
Texas
$1.24M +$32.7K +211 +3%
SCM
380
Schnieders Capital Management
California
$1.24M – – –
QCM
381
QRG Capital Management
Illinois
$1.22M -$17K -110 -1%
Group One Trading
382
Group One Trading
Illinois
$1.18M +$1.18M +7,622 New
PL
383
Polianta Ltd
Jersey
$1.18M – – –
OC
384
Oppenheimer & Co
New York
$1.17M +$351K +2,266 +43%
CWM
385
CIBC World Markets
New York
$1.16M +$141K +913 +14%
NG
386
Norden Group
Utah
$1.16M -$4.96K -32 -0.4%
ACM
387
Accent Capital Management
Ohio
$1.16M +$1.16M +7,463 New
WWM
388
Western Wealth Management
Colorado
$1.16M +$1.16M +7,461 New
PAG
389
Private Advisor Group
New Jersey
$1.14M -$31.8K -205 -3%
MSRPS
390
Maryland State Retirement & Pension System
Maryland
$1.13M -$415K -2,679 -27%
ECA
391
Elevated Capital Advisors
Utah
$1.11M +$465 +3 +0%
PC
392
Prairiewood Capital
North Dakota
$1.1M -$6.51K -42 -0.6%
SF
393
Synovus Financial
Georgia
$1.07M +$148K +955 +16%
VWM
394
Venturi Wealth Management
Texas
$1.07M -$298K -1,926 -22%
Vontobel Holding
395
Vontobel Holding
Switzerland
$1.07M +$401K +2,589 +60%
MCM
396
MAI Capital Management
Ohio
$1.06M -$1.1M -7,122 -51%
VCM
397
Virtue Capital Management
Tennessee
$1.03M -$899K -5,800 -47%
Impax Asset Management Group
398
Impax Asset Management Group
United Kingdom
$1.01M +$353K +2,279 +54%
Mackenzie Financial
399
Mackenzie Financial
Ontario, Canada
$1.01M -$5.89K -38 -0.6%
ACA
400
Atlas Capital Advisors
Wyoming
$1.01M +$76.2K +492 +8%
14 15
16
17 18