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Williams-Sonoma
WSM

Overview Fund Activity

595 hedge funds and large institutions have $12.4B invested in Williams-Sonoma in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 203 increasing their positions, 211 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+23
Holders Change %
+4.02%
% of All Funds
10.45%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
90
Increased
203
Reduced
211
Closed
59
Calls
$259M
Puts
$234M
Net Calls
+$24.9M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.3B
2
Goldman Sachs
2
Goldman Sachs
New York
$130M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$862M
4
PAM
4
Panagora Asset Management
Massachusetts
$38M
5
Northern Trust
5
Northern Trust
Illinois
$178M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$28.5M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$33.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$70.6M +$695K +7,834 +1%
Morgan Stanley
27
Morgan Stanley
New York
$68M -$16.1M -181,984 -19%
Invesco
28
Invesco
Georgia
$67.9M -$1.37M -15,444 -2%
DZ Bank
29
DZ Bank
Germany
$66.3M +$55.9K +630 +0.1%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$64.4M +$97.4K +1,098 +0.2%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$61.8M -$508K -5,724 -0.8%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$54.2M -$5.9M -66,486 -10%
Principal Financial Group
33
Principal Financial Group
Iowa
$50.8M -$490K -5,524 -1%
AQR Capital Management
34
AQR Capital Management
Connecticut
$50.1M -$2.57M -28,972 -5%
SCM
35
Sirios Capital Management
Massachusetts
$48.7M +$8.2M +92,532 +20%
American Century Companies
36
American Century Companies
Missouri
$44M +$10.6M +120,102 +32%
PAMS
37
Pictet Asset Management (Switzerland)
Switzerland
$42.4M +$42.4M +477,704 New
PPA
38
Parametric Portfolio Associates
Washington
$42.3M -$10.3M -116,524 -20%
Skandinaviska Enskilda Banken (SEB)
39
Skandinaviska Enskilda Banken (SEB)
Sweden
$40.9M +$31.6M +356,800 +342%
PAM
40
Panagora Asset Management
Massachusetts
$38M +$36.9M +416,330 +3,500%
AssetMark Inc
41
AssetMark Inc
California
$36.9M +$710K +8,006 +2%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$36.9M -$7.62M -85,930 -17%
Legal & General Group
43
Legal & General Group
United Kingdom
$36.8M +$1.81M +20,410 +5%
BTW
44
Boston Trust Walden
Massachusetts
$35.6M -$1.07M -12,104 -3%
TCP
45
ThornTree Capital Partners
Massachusetts
$35M -$4.33M -48,886 -11%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$34.5M -$4.62M -52,122 -12%
CCMG
47
Clark Capital Management Group
Pennsylvania
$33.9M -$138K -1,552 -0.4%
Two Sigma Investments
48
Two Sigma Investments
New York
$33.1M -$53.6M -604,436 -62%
UBS AM
49
UBS AM
Illinois
$32.6M -$1.2M -13,518 -4%
Lazard Asset Management
50
Lazard Asset Management
New York
$32.3M -$1.38M -15,584 -4%
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