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Williams-Sonoma
WSM

Overview Fund Activity

671 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 263 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+80
Holders Change %
+13.54%
% of All Funds
9.84%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
263
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$240M
2
Invesco
2
Invesco
Georgia
$132M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.7M
4
Truist Financial
4
Truist Financial
North Carolina
$27.8M
5
Millennium Management
5
Millennium Management
New York
$27.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
SCM
3
Steadfast Capital Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$679M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$56.3M -$284K -2,818 -0.5%
Select Equity Group
27
Select Equity Group
New York
$48.7M -$3.5M -34,694 -7%
UBS AM
28
UBS AM
Illinois
$48.3M -$3.29M -32,572 -6%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$46.7M +$1.71M +16,906 +4%
ClearBridge Investments
30
ClearBridge Investments
New York
$45.5M -$3.03M -30,072 -6%
Wells Fargo
31
Wells Fargo
California
$44.8M -$6.29M -62,344 -12%
AssetMark Inc
32
AssetMark Inc
California
$44.7M -$1.58M -15,622 -3%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$44.7M -$2.03M -20,164 -4%
Citadel Advisors
34
Citadel Advisors
Florida
$44.7M +$44.7M +442,794 New
ProShare Advisors
35
ProShare Advisors
Maryland
$43.8M -$17.3M -171,158 -28%
American Century Companies
36
American Century Companies
Missouri
$43.6M +$3.38M +33,486 +8%
Goldman Sachs
37
Goldman Sachs
New York
$43.4M +$6.69M +66,314 +18%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$43.1M +$9.14M +90,546 +27%
Skandinaviska Enskilda Banken (SEB)
39
Skandinaviska Enskilda Banken (SEB)
Sweden
$42.1M +$11.5M +114,200 +38%
Barclays
40
Barclays
United Kingdom
$38.1M +$13.7M +135,566 +56%
AQR Capital Management
41
AQR Capital Management
Connecticut
$37.9M -$27.7M -274,254 -42%
MWM
42
Moran Wealth Management
Florida
$36.2M -$2.56M -25,350 -7%
SFM
43
Systematic Financial Management
New Jersey
$34.9M -$2.82M -27,994 -7%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$33.9M +$17.4M +172,058 +105%
ACM
45
Advisors Capital Management
New Jersey
$31.7M -$97.7K -968 -0.3%
Legal & General Group
46
Legal & General Group
United Kingdom
$31.6M +$79.1K +784 +0.3%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$30.8M -$3.8M -37,692 -11%
Holocene Advisors
48
Holocene Advisors
New York
$30.8M -$10.6M -105,070 -26%
Victory Capital Management
49
Victory Capital Management
Texas
$30.1M -$17.3M -171,518 -37%
GT
50
Glenmede Trust
Pennsylvania
$29M +$245K +2,424 +0.9%
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