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Williams-Sonoma
WSM

Overview Fund Activity

619 hedge funds and large institutions have $10B invested in Williams-Sonoma in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 235 increasing their positions, 214 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
-30
Holders Change %
-4.62%
% of All Funds
9.8%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
75
Increased
235
Reduced
214
Closed
100
Calls
$88.4M
Puts
$120M
Net Calls
-$32M
Net Calls Change
-$32M

Top Buyers

1
HMP
1
HS Management Partners
New York
$240M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$204M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$876M
4
UBS Group
4
UBS Group
Switzerland
$31.1M
5
VC
5
Voss Capital
Texas
$29M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$139M
2
BlackRock
2
BlackRock
New York
$988M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$0
4
SC
4
Samlyn Capital
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$70.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$56.7M +$152K +2,098 +0.3%
Morgan Stanley
27
Morgan Stanley
New York
$53.8M -$18.4M -254,126 -26%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$47.1M +$2.85M +39,296 +6%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$46.7M +$346K +4,358 +0.7%
Ameriprise
30
Ameriprise
Minnesota
$45.9M -$42.1M -582,034 -48%
ClearBridge Investments
31
ClearBridge Investments
New York
$45.7M +$5.48M +75,642 +14%
Principal Financial Group
32
Principal Financial Group
Iowa
$39.7M -$1.1M -15,160 -3%
Skandinaviska Enskilda Banken (SEB)
33
Skandinaviska Enskilda Banken (SEB)
Sweden
$38M -$8.44M -116,400 -18%
WCM
34
Wedge Capital Management
North Carolina
$36.2M +$5.71M +78,730 +19%
Invesco
35
Invesco
Georgia
$35.1M -$38.7M -534,046 -52%
PPA
36
Parametric Portfolio Associates
Washington
$34.4M +$425K +5,864 +1%
AII
37
AGF Investments Inc
Ontario, Canada
$34.1M +$3.39M +46,802 +11%
BTW
38
Boston Trust Walden
Massachusetts
$33.5M +$4.38M +60,440 +15%
UBS Group
39
UBS Group
Switzerland
$31.1M +$23.1M +318,776 +289%
AssetMark Inc
40
AssetMark Inc
California
$30.9M -$148K -2,044 -0.5%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$30.2M +$1.98M +27,282 +7%
CCMG
42
Clark Capital Management Group
Pennsylvania
$29.8M +$155K +2,132 +0.5%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$29.5M -$3.98M -54,856 -12%
VC
44
Voss Capital
Texas
$29M +$21.3M +294,258 +278%
SFM
45
Systematic Financial Management
New Jersey
$28.1M +$4.01M +55,256 +17%
UBS AM
46
UBS AM
Illinois
$27.9M +$402K +5,538 +1%
PAMS
47
Pictet Asset Management (Switzerland)
Switzerland
$27.7M -$6.87M -94,788 -20%
Legal & General Group
48
Legal & General Group
United Kingdom
$27.5M -$501K -6,908 -2%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$25.9M -$240K -3,310 -0.9%
Pacer Advisors
50
Pacer Advisors
Pennsylvania
$25.7M +$16.3M +224,332 +172%
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