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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 %
ECA
401
Elevated Capital Advisors
Utah
$1.09M -$47.6K -300 -4%
KWM
402
Kingsview Wealth Management
Oregon
$1.07M -$11.2M -70,578 -91%
CA
403
Cetera Advisors
Colorado
$1.06M +$476K +3,000 +81%
BJL
404
Brighton Jones LLC
Washington
$1.06M -$2.54K -16 -0.2%
PAG
405
Private Advisor Group
New Jersey
$1.04M -$3.49K -22 -0.3%
TRCT
406
Tower Research Capital (TRC)
New York
$1.03M -$1.62M -10,186 -61%
MPM
407
MBB Public Markets
Illinois
$1.02M +$1.02M +6,448 New
PAM
408
Panagora Asset Management
Massachusetts
$1.01M – – –
LAM
409
L2 Asset Management
Massachusetts
$1.01M +$94.6K +596 +10%
GT
410
Greenleaf Trust
Michigan
$1,000K -$13.7K -86 -1%
RA
411
RFG Advisory
Alabama
$987K -$952 -6 -0.1%
MVA
412
Mount Vernon Associates
Maryland
$984K – – –
WP
413
Westmount Partners
California
$982K +$1.27K +8 +0.1%
Bank of Nova Scotia
414
Bank of Nova Scotia
Ontario, Canada
$979K +$979K +6,166 New
RJT
415
Raymond James Trust
Florida
$966K -$104K -654 -10%
EF
416
Empirical Finance
Pennsylvania
$965K – – –
WA
417
WESPAC Advisors
California
$950K +$81.3K +512 +9%
SF
418
Synovus Financial
Georgia
$941K +$3.81K +24 +0.4%
PAS
419
Park Avenue Securities
New York
$939K +$85.8K +540 +10%
NA
420
NewEdge Advisors
Louisiana
$936K +$315K +1,982 +51%
Brown Advisory
421
Brown Advisory
Maryland
$921K +$34.9K +220 +4%
VCM
422
Virtue Capital Management
Tennessee
$912K +$46.8K +324 +5%
CB
423
Cadence Bank
Mississippi
$906K +$3.18K +20 +0.4%
II
424
Inspire Investing
Idaho
$892K +$892K +5,616 New
RCA
425
Roberts Capital Advisors
Colorado
$888K +$888K +5,596 New
15 16
17
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