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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 %
AWM
451
Absher Wealth Management
North Carolina
$229K -$2.25K -36 -1%
IFWM
452
Institute for Wealth Management
Colorado
$227K – – –
PA
453
Parallel Advisors
California
$225K +$125K +2,002 +125%
VDI
454
Vaughan David Investments
Illinois
$225K – – –
Bank of Nova Scotia
455
Bank of Nova Scotia
Ontario, Canada
$223K +$223K +3,564 New
Verition Fund Management
456
Verition Fund Management
Connecticut
$222K -$2.09M -33,428 -90%
Cetera Investment Advisers
457
Cetera Investment Advisers
Illinois
$220K -$6.01K -96 -3%
PRC
458
Pearl River Capital
Michigan
$220K -$514K -8,210 -70%
Daiwa Securities Group
459
Daiwa Securities Group
Japan
$214K +$214K +3,420 New
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$212K +$9.24K +148 +5%
WAG
461
Wallace Advisory Group
California
$210K – – –
BFA
462
Buttonwood Financial Advisors
Maryland
$205K +$205K +3,284 New
SBH
463
Segall Bryant & Hamill
Illinois
$201K +$201K +3,218 New
MA
464
Mutual Advisors
Nebraska
$201K +$201K +3,208 New
LFASL
465
Lugano Financial Advisors SA (LFA)
Switzerland
$190K – – –
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$190K -$140K -2,236 -42%
ETC
467
Exchange Traded Concepts
Oklahoma
$185K -$82.5K -1,318 -31%
BBHC
468
Brown Brothers Harriman & Co
New York
$185K -$12.5K -200 -6%
DADC
469
D.A. Davidson & Co
Montana
$183K +$7.76K +124 +4%
CB
470
Centennial Bank
Arkansas
$157K – – –
PK
471
Pflug Koory
Nebraska
$149K – – –
DCM
472
Dupont Capital Management
Delaware
$136K +$136K +2,168 New
CFGS
473
Concourse Financial Group Securities
Alabama
$131K +$65.7K +1,050 +101%
BSB
474
Bangor Savings Bank
Maine
$131K -$13.5K -216 -9%
DZ Bank
475
DZ Bank
Germany
$127K +$127K +2,032 New
17 18
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