WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

592 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.44%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
80
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
Leonard Green & Partners
California
+$499M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$71.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$48.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$43.8M
5
Norges Bank
Norges Bank
Norway
+$29.4M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$68M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$57.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
451
Confluence Wealth Services
Pennsylvania
$251K -$24.9K -320 -9%
PI
452
PFG Investments
New York
$249K +$249K +3,206 New
GT
453
Glenview Trust
Kentucky
$244K -$65.3K -840 -21%
JWM
454
Jeppson Wealth Management
California
$244K +$244K +3,142 New
AAS
455
Avantax Advisory Services
Texas
$239K +$239K +3,076 New
EI
456
Ethic Inc
New York
$235K +$235K +3,028 New
IP
457
Ignite Planners
California
$234K +$234K +3,100 New
GWP
458
Gateway Wealth Partners
Wisconsin
$233K +$233K +3,000 New
BBHC
459
Brown Brothers Harriman & Co
New York
$230K – – –
CA
460
Cetera Advisors
Colorado
$228K +$228K +2,932 New
GCA
461
Greenwood Capital Associates
South Carolina
$226K +$226K +2,910 New
AWS
462
Atria Wealth Solutions
New York
$224K -$388K -4,990 -63%
KeyBank National Association
463
KeyBank National Association
Ohio
$220K +$220K +2,830 New
Lido Advisors
464
Lido Advisors
California
$219K +$219K +2,822 New
ECM
465
Evergreen Capital Management
Washington
$218K +$218K +2,812 New
OAM
466
Occidental Asset Management
California
$218K +$218K +2,812 New
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$218K -$16.9K -218 -7%
JF
468
Jump Financial
Illinois
$216K -$2.94M -37,816 -93%
BCM
469
Brown Capital Management
Maryland
$214K +$214K +2,752 New
SMA
470
Seven Mile Advisory
New Jersey
$212K +$212K +2,734 New
GIA
471
Gateway Investment Advisers
Ohio
$212K +$212K +2,730 New
WAG
472
Wallace Advisory Group
California
$208K -$7.26K -116 -3%
SYBT
473
Stock Yards Bank & Trust
Kentucky
$207K -$329K -4,232 -61%
MFAM
474
Motley Fool Asset Management
Virginia
$205K +$205K +2,640 New
AG
475
Ascent Group
Virginia
$205K +$205K +2,780 New
17 18
19
20 21