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Williams-Sonoma
WSM

Overview Fund Activity

608 hedge funds and large institutions have $7.77B invested in Williams-Sonoma in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 196 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
10.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
77
Increased
244
Reduced
196
Closed
78
Calls
$103M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
+$2.39M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$118M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$39.7M
3
Ameriprise
Ameriprise
Minnesota
+$37.9M
4
Morgan Stanley
Morgan Stanley
New York
+$35.5M
5
Coatue Management
Coatue Management
New York
+$35M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$93.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$54M
3
Aristotle Capital Management
Aristotle Capital Management
California
-$51.4M
4
BlackRock
BlackRock
New York
-$46.9M
5
Bank of America
Bank of America
North Carolina
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
426
Pinnacle Associates
New York
$289K – – –
JWM
427
Jeppson Wealth Management
California
$289K +$289K +5,202 New
LWAM
428
Legacy Wealth Asset Management
Minnesota
$283K +$4.55K +82 +2%
TSS
429
Two Sigma Securities
New York
$283K +$283K +5,106 New
FA
430
FDx Advisors
Illinois
$280K -$5.78K -104 -2%
EF
431
Empirical Finance
Pennsylvania
$278K -$319K -5,750 -53%
ETC
432
Exchange Traded Concepts
Oklahoma
$277K -$23.5K -424 -8%
TAM
433
Taurus Asset Management
New York
$277K – – –
BAM
434
Belpointe Asset Management
Nevada
$275K -$6.88K -124 -2%
BCM
435
BTC Capital Management
Iowa
$274K -$11.2K -200 -4%
ANTB
436
AMG National Trust Bank
Colorado
$274K -$3.61K -50 -1%
V
437
Veritable
Delaware
$273K +$7.09K +128 +3%
Brown Advisory
438
Brown Advisory
Maryland
$272K – – –
CBN
439
Cadence Bank NA
Texas
$268K – – –
P
440
Pitcairn
Pennsylvania
$263K -$632K -11,402 -71%
FC
441
FORA Capital
Florida
$263K +$263K +4,738 New
CFG
442
Cooper Financial Group
California
$263K +$263K +4,748 New
AA
443
ALPS Advisors
Colorado
$258K +$258K +4,646 New
YWP
444
YorkBridge Wealth Partners
New York
$256K +$21.3K +384 +9%
VanEck Associates
445
VanEck Associates
New York
$252K +$10.9K +196 +5%
PT
446
Plimoth Trust
Massachusetts
$251K -$13.9K -250 -5%
S
447
SignatureFD
Georgia
$246K +$28.1K +506 +13%
MM
448
MQS Management
New York
$246K +$246K +4,436 New
NGA
449
Naples Global Advisors
Florida
$244K +$222 +4 +0.1%
FIM
450
Freedom Investment Management
Connecticut
$244K +$111 +2 +0%
16 17
18
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