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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 %
GW
451
GW & Wade
Massachusetts
$357K +$357K +3,536 New
AOWM
452
Alpha Omega Wealth Management
Virginia
$354K -$5.65K -56 -2%
AWM
453
Absher Wealth Management
North Carolina
$349K -$18.2K -180 -5%
KI
454
Kapitalo Investimentos
Brazil
$340K +$340K +3,372 New
IFWM
455
Institute for Wealth Management
Colorado
$340K -$4.24K -42 -1%
CCA
456
Checchi Capital Advisers
California
$340K -$17.2K -170 -5%
OR
457
Olympiad Research
Connecticut
$338K +$338K +3,348 New
GCP
458
GSA Capital Partners
United Kingdom
$336K +$336K +3,328 New
VFA
459
Valeo Financial Advisors
Indiana
$326K -$20.2K -200 -6%
Envestnet Portfolio Solutions
460
Envestnet Portfolio Solutions
Illinois
$325K -$37.7K -374 -10%
PI
461
PFG Investments
New York
$325K +$1.41K +14 +0.4%
AGA
462
Accuvest Global Advisors
Utah
$322K +$322K +3,196 New
DWM
463
Darwin Wealth Management
Florida
$322K -$50.6K -502 -14%
PCIA
464
Prime Capital Investment Advisors
Kansas
$319K -$30.1K -298 -9%
IP
465
Isthmus Partners
Wisconsin
$317K +$317K +3,144 New
JWM
466
Jeppson Wealth Management
California
$315K -$1.61K -16 -0.5%
IP
467
Ignite Planners
California
$315K – – –
CWS
468
Confluence Wealth Services
Pennsylvania
$314K -$12.1K -120 -4%
WC
469
Waterloo Capital
Texas
$313K +$313K +3,100 New
TWC
470
TD Waterhouse Canada
Ontario, Canada
$309K -$18.6K -188 -6%
GWP
471
Gateway Wealth Partners
Wisconsin
$303K – – –
CA
472
CoreCap Advisors
Michigan
$300K +$300K +2,978 New
AG
473
Ascent Group
Virginia
$298K -$17K -150 -5%
BBHC
474
Brown Brothers Harriman & Co
New York
$298K – – –
KeyBank National Association
475
KeyBank National Association
Ohio
$297K +$11.7K +116 +4%
17 18
19
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