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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
451
Affinity Investment Advisors
California
$744K +$744K +5,272 New
OC
452
Oppenheimer & Co
New York
$744K +$34.4K +244 +5%
BP
453
Ballentine Partners
Massachusetts
$742K +$36.1K +256 +5%
II
454
Inspire Investing
Idaho
$729K -$64.1K -454 -8%
SCM
455
Shelton Capital Management
Colorado
$720K -$44.9K -318 -6%
EFM
456
E Fund Management
China
$720K -$426K -3,016 -37%
ALC
457
Alexander Labrunerie & Co
Missouri
$715K – – –
SIA
458
SkyView Investment Advisors
New Jersey
$714K +$565 +4 +0.1%
PP
459
Patten & Patten
Tennessee
$708K – – –
MWM
460
Modern Wealth Management
Kansas
$706K -$41.2K -292 -6%
TAM
461
Taurus Asset Management
New York
$706K – – –
MYAM
462
Meiji Yasuda Asset Management
Japan
$706K +$1.69K +12 +0.2%
S
463
SignatureFD
Georgia
$704K +$42.4K +300 +6%
RB
464
Renasant Bank
Mississippi
$703K -$51.7K -366 -7%
PS
465
Principal Securities
Iowa
$698K +$53.1K +376 +8%
A
466
AustralianSuper
Australia
$692K +$692K +4,900 New
WA
467
WESPAC Advisors
California
$689K -$156K -1,102 -18%
PFS
468
Prospera Financial Services
Texas
$681K -$13.8K -98 -2%
Brown Advisory
469
Brown Advisory
Maryland
$676K -$143K -1,016 -18%
BFA
470
Buttonwood Financial Advisors
Maryland
$672K -$16.9K -120 -2%
CFB
471
Cullen/Frost Bankers
Texas
$667K -$112K -790 -14%
SGAM
472
Smith Group Asset Management
Texas
$664K +$664K +4,700 New
Balyasny Asset Management
473
Balyasny Asset Management
Illinois
$661K -$11M -77,932 -94%
CAG
474
Csenge Advisory Group
Florida
$661K -$6.21K -44 -0.9%
GL
475
Graypoint LLC
New York
$659K +$9.04K +64 +1%
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