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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 %
CFG
401
Cooper Financial Group
California
$537K +$3.43K +34 +0.6%
TA
402
TFG Advisers
Michigan
$533K +$13.5K +134 +3%
MAM
403
MWA Asset Management
Massachusetts
$514K -$20.6K -204 -4%
KAS
404
Kestra Advisory Services
Texas
$507K -$43K -426 -8%
PP
405
Patten & Patten
Tennessee
$506K -$90.8K -900 -15%
CL
406
CSS LLC
Illinois
$504K -$141K -1,400 -22%
TAM
407
Taurus Asset Management
New York
$504K – – –
OC
408
Oppenheimer & Co
New York
$502K +$605 +6 +0.1%
AR
409
Advisory Research
Illinois
$498K +$498K +4,938 New
I
410
InceptionR
California
$487K -$243K -2,408 -33%
AWM
411
AE Wealth Management
Kansas
$487K +$118K +1,128 +32%
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$483K -$12.1K -120 -2%
EI
413
Ethic Inc
New York
$479K +$173K +1,716 +57%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$476K +$46.4K +460 +11%
OIA
415
OneDigital Investment Advisors
Kansas
$476K -$8.27K -82 -2%
CP
416
Camelot Portfolios
Ohio
$461K +$461K +4,570 New
SC
417
Scotia Capital
Ontario, Canada
$460K -$35.1K -348 -7%
NGA
418
Naples Global Advisors
Florida
$457K +$2.42K +24 +0.5%
BP
419
Ballentine Partners
Massachusetts
$451K +$105K +1,042 +30%
MMA
420
Mizuho Markets Americas
New York
$445K +$445K +4,406 New
CIA
421
Choate Investment Advisors
Massachusetts
$440K – – –
S
422
SignatureFD
Georgia
$434K -$202 -2 -0%
LA
423
Lindenwold Advisors
Pennsylvania
$429K -$19.4K -192 -4%
HI
424
Handelsinvest Investeringsforvaltning
Denmark
$429K +$429K +4,254 New
HFS
425
Hantz Financial Services
Michigan
$427K -$23K -228 -5%
15 16
17
18 19