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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 %
MGP
451
Metis Global Partners
California
$777K +$777K +4,894 New
BFA
452
Buttonwood Financial Advisors
Maryland
$774K -$77.8K -490 -9%
CL
453
CSS LLC
Illinois
$762K -$31.8K -200 -4%
CAG
454
Csenge Advisory Group
Florida
$750K -$230K -1,448 -23%
OIA
455
OneDigital Investment Advisors
Kansas
$745K -$3.81K -24 -0.5%
S
456
SignatureFD
Georgia
$744K +$61.3K +386 +9%
GL
457
Graypoint LLC
New York
$731K +$349K +2,198 +91%
PS
458
Principal Securities
Iowa
$725K -$121K -764 -14%
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$721K -$253K -1,596 -26%
KAS
460
Kestra Advisory Services
Texas
$716K -$81.6K -514 -10%
NGA
461
Naples Global Advisors
Florida
$716K -$3.81K -24 -0.5%
MAM
462
MWA Asset Management
Massachusetts
$712K -$98.1K -618 -12%
MFS
463
Mirabella Financial Services
United Kingdom
$710K +$710K +4,474 New
SC
464
Scotia Capital
Ontario, Canada
$704K -$21K -132 -3%
CC
465
Centiva Capital
New York
$697K +$255K +1,604 +58%
CIA
466
Choate Investment Advisors
Massachusetts
$693K – – –
CMF
467
Counterpoint Mutual Funds
California
$679K +$679K +4,278 New
SPA
468
Sherbrooke Park Advisers
New York
$676K +$676K +4,260 New
TSW
469
Three Seasons Wealth
Utah
$672K +$672K +4,334 New
LA
470
Lindenwold Advisors
Pennsylvania
$669K -$6.99K -44 -1%
EWM
471
Empirical Wealth Management
Washington
$668K +$104K +658 +19%
ANTB
472
AMG National Trust Bank
Colorado
$664K +$61K +384 +10%
MA
473
McBroom & Associates
Nevada
$664K +$318 +2 +0%
EI
474
Ethic Inc
New York
$653K -$100K -632 -13%
PCMC
475
Paragon Capital Management (Colorado)
Colorado
$647K +$1.27K +8 +0.2%
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