WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

591 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

Holders
591
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
9.42%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
79
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
1
Leonard Green & Partners
California
$499M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$72.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$566M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$70.3M
5
Norges Bank
5
Norges Bank
Norway
$101M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$5.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.14B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$6.94M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$6.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$60.1M +$17M +219,066 +39%
SCM
27
Steadfast Capital Management
New York
$58.1M -$8.28M -106,600 -12%
AQR Capital Management
28
AQR Capital Management
Connecticut
$50.5M -$4.99M -64,210 -9%
CCM
29
Candlestick Capital Management
Connecticut
$47.6M +$24.3M +312,500 +104%
ProShare Advisors
30
ProShare Advisors
Maryland
$47.1M +$5.12M +65,874 +12%
Citigroup
31
Citigroup
New York
$43.6M -$881K -11,336 -2%
Select Equity Group
32
Select Equity Group
New York
$40.2M -$849K -10,930 -2%
UBS AM
33
UBS AM
Illinois
$39.7M +$8.85M +113,962 +29%
Wells Fargo
34
Wells Fargo
California
$39.4M -$58.3K -750 -0.1%
ClearBridge Investments
35
ClearBridge Investments
New York
$37.4M -$5.71M -73,538 -13%
Victory Capital Management
36
Victory Capital Management
Texas
$36.5M +$16.8K +216 +0%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$36M +$456K +5,870 +1%
AssetMark Inc
38
AssetMark Inc
California
$35.7M +$91.5K +1,178 +0.3%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$34.7M -$11.3M -145,394 -25%
Holocene Advisors
40
Holocene Advisors
New York
$31.9M -$38.3M -492,996 -55%
American Century Companies
41
American Century Companies
Missouri
$30.9M -$2.14M -27,570 -6%
First Trust Advisors
42
First Trust Advisors
Illinois
$30.6M +$5.41M +69,604 +21%
MWM
43
Moran Wealth Management
Florida
$29.8M -$100K -1,292 -0.3%
LSV Asset Management
44
LSV Asset Management
Illinois
$29.1M -$62.2K -800 -0.2%
SFM
45
Systematic Financial Management
New Jersey
$29.1M -$1.12M -14,440 -4%
Goldman Sachs
46
Goldman Sachs
New York
$28.3M -$4.04M -52,042 -13%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$26.7M -$452K -5,814 -2%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$26.1M +$17.3M +222,546 +196%
ACM
49
Advisors Capital Management
New Jersey
$24.5M +$682K +8,772 +3%
Legal & General Group
50
Legal & General Group
United Kingdom
$24.3M -$272K -3,502 -1%
1
2
3 4 5