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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 %
TRCT
401
Tower Research Capital (TRC)
New York
$373K -$417K -5,370 -53%
OIA
402
OneDigital Investment Advisors
Kansas
$373K +$17.1K +220 +5%
MCM
403
MAI Capital Management
Ohio
$371K -$39K -502 -10%
SIA
404
SkyView Investment Advisors
New Jersey
$370K +$12K +154 +3%
NGA
405
Naples Global Advisors
Florida
$350K – – –
HFS
406
Hantz Financial Services
Michigan
$346K -$13.4M -172,266 -97%
LA
407
Lindenwold Advisors
Pennsylvania
$346K -$223K -2,864 -39%
MYIA
408
Mount Yale Investment Advisors
Colorado
$339K -$698K -8,988 -67%
CIA
409
Choate Investment Advisors
Massachusetts
$339K +$339K +4,366 New
S
410
SignatureFD
Georgia
$334K +$23.2K +298 +7%
CG
411
Cutler Group
California
$334K +$238K +3,072 +249%
SW
412
SkyOak Wealth
Michigan
$333K -$5.13K -66 -2%
CFAM
413
Center For Asset Management
Florida
$331K -$17.6K -226 -5%
KFP
414
KB Financial Partners
New Jersey
$331K +$2.18K +28 +0.7%
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$331K +$932 +12 +0.3%
Brown Advisory
416
Brown Advisory
Maryland
$328K – – –
OA
417
Oxbow Advisors
Texas
$326K -$1.94M -25,000 -86%
MA
418
McBroom & Associates
Nevada
$325K -$155 -2 -0%
SWP
419
Stratos Wealth Partners
Ohio
$320K +$320K +4,120 New
WDA
420
Wendell David Associates
New Hampshire
$311K – – –
NAMP
421
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$311K – – –
CTC
422
Central Trust Company
Missouri
$307K +$6.22K +80 +2%
PA
423
Parallel Advisors
California
$302K +$21.9K +282 +8%
EWM
424
Empirical Wealth Management
Washington
$300K -$11.7K -150 -4%
WSFS
425
Wilmington Savings Fund Society
Delaware
$296K -$31.1K -400 -10%
15 16
17
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