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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 %
VA
401
Vident Advisory
Georgia
$990K -$583K -3,762 -37%
GT
402
Greenleaf Trust
Michigan
$977K -$4.65K -30 -0.5%
PAM
403
Panagora Asset Management
Massachusetts
$977K – – –
Bank of Nova Scotia
404
Bank of Nova Scotia
Ontario, Canada
$966K -$882K -5,693 -48%
MML Investors Services
405
MML Investors Services
Massachusetts
$959K -$334K -2,153 -26%
WP
406
Westmount Partners
California
$958K +$3.87K +25 +0.4%
OIA
407
OneDigital Investment Advisors
Kansas
$955K -$14.1K -91 -1%
UM
408
UniSuper Management
Australia
$950K -$209K -1,348 -18%
EF
409
Empirical Finance
Pennsylvania
$949K – – –
Janney Montgomery Scott
410
Janney Montgomery Scott
Pennsylvania
$947K -$478K -3,086 -34%
CW
411
CreativeOne Wealth
Kansas
$890K +$369K +2,383 +71%
CB
412
Cadence Bank
Mississippi
$889K – – –
Baird Financial Group
413
Baird Financial Group
Wisconsin
$884K -$487K -3,146 -36%
ET
414
Entropy Technologies
New York
$883K +$883K +5,700 New
DADC
415
D.A. Davidson & Co
Montana
$875K -$193K -1,246 -18%
PCS
416
Private Client Services
Kentucky
$875K +$592K +3,819 +209%
TA
417
TFG Advisers
Michigan
$872K +$21.5K +139 +3%
AWAU
418
Alliance Wealth Advisors (Utah)
Utah
$869K +$20.5K +132 +2%
RCA
419
Roberts Capital Advisors
Colorado
$867K – – –
KPPF
420
Klein Pavlis & Peasley Financial
California
$866K +$46.5K +300 +6%
IGAM
421
iA Global Asset Management
Quebec, Canada
$856K +$341K +2,203 +66%
BJL
422
Brighton Jones LLC
Washington
$853K -$189K -1,222 -18%
CFG
423
Cooper Financial Group
California
$850K -$60K -387 -7%
EOJOAM
424
E. Ohman J:or Asset Management
Sweden
$837K – – –
P
425
Pitcairn
Pennsylvania
$836K -$159K -1,027 -16%
15 16
17
18 19