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Williams-Sonoma
WSM

Overview Fund Activity

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$969M
2
Holocene Advisors
Holocene Advisors
New York
$56.5M
3
Jane Street
Jane Street
New York
$29.6M
4
CCM
Candlestick Capital Management
Connecticut
$18.8M
5
MWM
Modera Wealth Management
New Jersey
$14.5M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
Goldman Sachs
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$266K -$9.64K -154 -4%
KFP
427
KB Financial Partners
New Jersey
$265K +$265K +4,230 New
Brown Advisory
428
Brown Advisory
Maryland
$264K -$52.3K -836 -17%
WSFS
429
Wilmington Savings Fund Society
Delaware
$264K -$30.1K -480 -10%
LWAM
430
Legacy Wealth Asset Management
Minnesota
$262K +$4.63K +74 +2%
MA
431
McBroom & Associates
Nevada
$262K – – –
SAM
432
Smithbridge Asset Management
Pennsylvania
$258K – – –
AOWM
433
Alpha Omega Wealth Management
Virginia
$255K – – –
PA
434
Profund Advisors
Maryland
$253K -$40.2K -642 -14%
EWM
435
Empirical Wealth Management
Washington
$251K -$3.13K -50 -1%
S
436
SignatureFD
Georgia
$251K +$18.9K +302 +8%
NAMP
437
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$250K – – –
WDA
438
Wendell David Associates
New Hampshire
$250K – – –
GT
439
Glenview Trust
Kentucky
$249K +$19.9K +318 +9%
CTC
440
Central Trust Company
Missouri
$242K – – –
AG
441
AIA Group
Hong Kong
$241K +$241K +3,850 New
APWM
442
Argonautica Private Wealth Management
Massachusetts
$240K -$1.88K -30 -0.8%
VFA
443
Valeo Financial Advisors
Indiana
$239K -$28.2K -450 -11%
O
444
Ossiam
France
$239K +$112K +1,794 +89%
ANTB
445
AMG National Trust Bank
Colorado
$238K – – –
OTL
446
Oak Thistle LLC
New York
$238K +$238K +3,800 New
IB
447
Intrust Bank
Kansas
$237K -$52.4K -838 -18%
CIBC Asset Management
448
CIBC Asset Management
Ontario, Canada
$234K +$375 +6 +0.2%
DWM
449
Darwin Wealth Management
Florida
$232K +$232K +3,582 New
FRM
450
Fox Run Management
Connecticut
$231K +$231K +3,686 New
16 17
18
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