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Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
451
Caxton Associates (New York)
New York
$711K -$637K -4,115 -47%
RJT
452
Raymond James Trust
Florida
$708K -$206K -1,332 -23%
TRCT
453
Tower Research Capital (TRC)
New York
$700K -$2.5M -16,141 -78%
BC
454
Burney Company
Virginia
$699K -$123K -794 -15%
CL
455
CSS LLC
Illinois
$697K +$46.5K +300 +7%
BFA
456
Buttonwood Financial Advisors
Maryland
$696K -$40.9K -264 -6%
RB
457
Renasant Bank
Mississippi
$695K -$76.4K -493 -10%
KAS
458
Kestra Advisory Services
Texas
$691K -$139K -896 -17%
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$684K -$23.5K -152 -3%
TI
460
Tidal Investments
Wisconsin
$679K +$107K +690 +19%
Los Angeles Capital Management
461
Los Angeles Capital Management
California
$673K -$23.8M -153,578 -97%
Envestnet Portfolio Solutions
462
Envestnet Portfolio Solutions
Illinois
$660K -$43.2K -279 -6%
Brown Advisory
463
Brown Advisory
Maryland
$660K -$81.6K -527 -11%
GIA
464
GHP Investment Advisors
Colorado
$658K -$2.04M -13,191 -76%
MAM
465
MWA Asset Management
Massachusetts
$655K -$14.7K -95 -2%
EI
466
Ethic Inc
New York
$653K -$793K -2,498 -55%
Millennium Management
467
Millennium Management
New York
$650K -$8.5M -54,899 -93%
MA
468
McBroom & Associates
Nevada
$648K – – –
Wolverine Trading
469
Wolverine Trading
Illinois
$642K +$642K +4,161 New
AM
470
AGF Management
Ontario, Canada
$639K – – –
LA
471
Lindenwold Advisors
Pennsylvania
$639K +$5.89K +38 +0.9%
MIA
472
MainStreet Investment Advisors
Illinois
$636K -$175K -1,130 -22%
CL
473
Choreo LLC
Illinois
$629K +$57.2K +379 +10%
JFG
474
Jefferies Financial Group
New York
$625K +$625K +4,032 New
B
475
Bailard
California
$624K +$43.8K +283 +8%
17 18
19
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