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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 %
BP
426
Ballentine Partners
Massachusetts
$832K +$17.8K +115 +2%
GCP
427
GSA Capital Partners
United Kingdom
$826K +$826K +5,334 New
SGAM
428
Smith Group Asset Management
Texas
$823K +$94.5K +610 +13%
AIA
429
Affinity Investment Advisors
California
$817K – – –
RA
430
RFG Advisory
Alabama
$807K -$13.8K -89 -2%
MWM
431
Modern Wealth Management
Kansas
$796K +$21.1K +136 +3%
KWM
432
Kingsview Wealth Management
Oregon
$794K -$1.94M -12,544 -71%
SIA
433
SkyView Investment Advisors
New Jersey
$791K +$7.6K +49 +1%
SCM
434
Shelton Capital Management
Colorado
$790K – – –
EFM
435
E Fund Management
China
$790K – – –
ALC
436
Alexander Labrunerie & Co
Missouri
$789K +$3.87K +25 +0.5%
PP
437
Patten & Patten
Tennessee
$781K +$4.03K +26 +0.5%
FTWA
438
Fifth Third Wealth Advisors
Ohio
$778K +$141K +907 +22%
TAM
439
Taurus Asset Management
New York
$775K – – –
MYAM
440
Meiji Yasuda Asset Management
Japan
$766K -$8.21K -53 -1%
MGP
441
Metis Global Partners
California
$751K +$40.6K +262 +6%
TCPG
442
Trivant Custom Portfolio Group
California
$747K +$747K +4,820 New
AC
443
AXQ Capital
New Jersey
$746K -$295K -1,903 -28%
S
444
SignatureFD
Georgia
$744K -$28.8K -186 -4%
PFS
445
Prospera Financial Services
Texas
$744K -$4.03K -26 -0.5%
OFG
446
OmniStar Financial Group
North Carolina
$744K +$744K +4,793 New
GL
447
Graypoint LLC
New York
$729K +$5.89K +38 +0.8%
Mirae Asset Global Investments
448
Mirae Asset Global Investments
South Korea
$726K +$31.8K +206 +5%
FCBT
449
First Citizens Bank & Trust
North Carolina
$718K +$44.6K +288 +7%
CT
450
Chicago Trust
Illinois
$717K +$76.7K +495 +12%
16 17
18
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