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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 %
CFB
426
Cullen/Frost Bankers
Texas
$876K – – –
DZ Bank
427
DZ Bank
Germany
$873K +$411K +2,586 +89%
BC
428
Burney Company
Virginia
$867K -$281K -1,768 -24%
SSA
429
Schonfeld Strategic Advisors
New York
$866K -$3.65M -22,976 -81%
SCM
430
Shelton Capital Management
Colorado
$860K -$18.1K -114 -2%
EOJOAM
431
E. Ohman J:or Asset Management
Sweden
$857K +$857K +5,400 New
RB
432
Renasant Bank
Mississippi
$849K -$49.2K -310 -5%
TA
433
TFG Advisers
Michigan
$846K +$6.67K +42 +0.8%
MWM
434
Modern Wealth Management
Kansas
$840K +$840K +5,292 New
CFG
435
Cooper Financial Group
California
$838K -$6.67K -42 -0.8%
SWP
436
Stratos Wealth Partners
Ohio
$823K -$48.9K -308 -6%
PA
437
Profund Advisors
Maryland
$805K +$144K +910 +22%
ALC
438
Alexander Labrunerie & Co
Missouri
$804K +$804K +5,066 New
SIA
439
SkyView Investment Advisors
New Jersey
$802K +$802K +5,050 New
OC
440
Oppenheimer & Co
New York
$798K +$7.3K +46 +0.9%
PP
441
Patten & Patten
Tennessee
$796K – – –
MIA
442
MainStreet Investment Advisors
Illinois
$795K -$65.1K -410 -8%
TAM
443
Taurus Asset Management
New York
$794K – – –
BP
444
Ballentine Partners
Massachusetts
$794K +$83.2K +524 +12%
CWM
445
CIBC World Markets
New York
$792K +$792K +4,990 New
MYAM
446
Meiji Yasuda Asset Management
Japan
$792K +$792K +4,986 New
CW
447
CreativeOne Wealth
Kansas
$788K +$355K +2,238 +82%
JF
448
Jump Financial
Illinois
$787K +$787K +4,960 New
PFS
449
Prospera Financial Services
Texas
$782K -$66K -416 -8%
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$779K +$30.2K +190 +4%
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