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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 %
MA
426
McBroom & Associates
Nevada
$422K -$404 -4 -0.1%
CIM
427
Cambria Investment Management
California
$421K +$421K +4,168 New
PA
428
Profund Advisors
Maryland
$420K +$69.6K +690 +20%
SW
429
SkyOak Wealth
Michigan
$416K -$17K -168 -4%
PCMC
430
Paragon Capital Management (Colorado)
Colorado
$410K -$88K -872 -18%
GCM
431
Gallacher Capital Management
Colorado
$409K -$220K -2,180 -35%
DA
432
Denali Advisors
California
$405K +$363K +3,600 +878%
WDA
433
Wendell David Associates
New Hampshire
$404K – – –
NAMP
434
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$404K – – –
CTC
435
Central Trust Company
Missouri
$395K -$3.43K -34 -0.9%
NA
436
NewEdge Advisors
Louisiana
$395K +$228K +2,258 +137%
NRD
437
Nebula Research & Development
New York
$394K +$394K +3,906 New
CFAM
438
Center For Asset Management
Florida
$391K -$39.3K -390 -9%
MYIA
439
Mount Yale Investment Advisors
Colorado
$388K -$52.9K -524 -12%
ANTB
440
AMG National Trust Bank
Colorado
$383K – – –
WG
441
Winton Group
United Kingdom
$382K -$307K -3,040 -45%
BRIA
442
Balanced Rock Investment Advisors
Massachusetts
$381K +$381K +3,780 New
CIBC Asset Management
443
CIBC Asset Management
Ontario, Canada
$376K – – –
FC
444
Fulcrum Capital
Washington
$375K +$375K +3,720 New
Wolverine Trading
445
Wolverine Trading
Illinois
$375K -$1.48M -14,688 -80%
CA
446
Cetera Advisors
Colorado
$373K +$77.1K +764 +26%
VDI
447
Vaughan David Investments
Illinois
$363K – – –
SG Americas Securities
448
SG Americas Securities
New York
$361K +$162K +1,600 +81%
FCBT
449
First Citizens Bank & Trust
North Carolina
$360K -$18.6K -184 -5%
EWM
450
Empirical Wealth Management
Washington
$358K -$32.1K -318 -8%
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