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Williams-Sonoma
WSM

Overview Fund Activity

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
BlackRock
New York
$2.15B
2
First Trust Advisors
First Trust Advisors
Illinois
$300M
3
Invesco
Invesco
Georgia
$441M
4
State Street
State Street
Massachusetts
$826M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.7M

Top Sellers

1
LGP
Leonard Green & Partners
California
$512M
2
Charles Schwab
Charles Schwab
California
$133M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.1B
4
Morgan Stanley
Morgan Stanley
New York
$166M
5
Capital Research Global Investors
Capital Research Global Investors
California
$869M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$102M -$18.9M -118,752 -16%
BTW
27
Boston Trust Walden
Massachusetts
$99.5M -$32.9M -207,022 -25%
Citigroup
28
Citigroup
New York
$95.8M +$7.19M +45,288 +8%
CCMG
29
Clark Capital Management Group
Pennsylvania
$94.4M -$32M -201,638 -25%
American Century Companies
30
American Century Companies
Missouri
$73.8M +$5.28M +33,288 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.7M +$63.2M +398,188 +981%
Skandinaviska Enskilda Banken (SEB)
32
Skandinaviska Enskilda Banken (SEB)
Sweden
$69.7M +$3.48M +21,942 +5%
Select Equity Group
33
Select Equity Group
New York
$67.2M -$9.47M -59,624 -12%
AssetMark Inc
34
AssetMark Inc
California
$66.6M -$3.76M -23,712 -5%
Legal & General Group
35
Legal & General Group
United Kingdom
$64.3M +$14.5M +91,196 +29%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$62.7M +$14.2M +89,382 +29%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$61.9M -$8.45M -53,242 -12%
HMP
38
HS Management Partners
New York
$61.8M -$48.4M -304,800 -44%
Swiss National Bank
39
Swiss National Bank
Switzerland
$57.9M +$19.8M +124,800 +52%
Wells Fargo
40
Wells Fargo
California
$55.7M -$14.9M -93,792 -21%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$54.2M -$13.6M -85,740 -20%
AQR Capital Management
42
AQR Capital Management
Connecticut
$53.9M -$5.71M -35,956 -10%
MWM
43
Moran Wealth Management
Florida
$53.6M -$3.27M -20,572 -6%
ProShare Advisors
44
ProShare Advisors
Maryland
$52.3M -$16.6M -104,856 -24%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$51.9M -$1.5M -9,446 -3%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$49.9M +$49.9M +314,592 New
ACM
47
Advisors Capital Management
New Jersey
$48.2M -$1.66M -10,476 -3%
ClearBridge Investments
48
ClearBridge Investments
New York
$47.5M -$24.1M -151,482 -34%
Truist Financial
49
Truist Financial
North Carolina
$46.5M +$2.71M +17,084 +6%
Amundi
50
Amundi
France
$45M +$44.8M +302,098 +35,794%
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