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Williams-Sonoma
WSM

Overview Fund Activity

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$168M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$84.8M
3
SCM
3
Steadfast Capital Management
New York
$50.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29.8M
5
Millennium Management
5
Millennium Management
New York
$60.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$19.2M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$405M
3
HMP
3
HS Management Partners
New York
$94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$545K
5
Barclays
5
Barclays
United Kingdom
$7.69M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
476
Quadrant Capital Group
Ohio
$126K 1,032 +403 +64%
O
477
Ossiam
France
$123K 1,013 -270 -21%
GWM
478
Geneos Wealth Management
Colorado
$111K 916 – –
CT
479
Colonial Trust
South Carolina
$111K 915 +582 +175%
AIM
480
Anchor Investment Management
South Carolina
$107K 880 – –
CT
481
Clearstead Trust
Maine
$99.6K 819 – –
BTI
482
Blue Trust Inc
Georgia
$99K 869 +334 +62%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
483
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98.9K 813 -35,174 -98%
BWM
484
BerganKDV Wealth Management
Minnesota
$97.6K 803 – –
PA
485
Parallel Advisors
California
$97.2K 798 +5 +0.6%
Credit Agricole
486
Credit Agricole
France
$94.7K 778 +778 New
CFB
487
Cullen/Frost Bankers
Texas
$92.2K 758 -111 -13%
PTC
488
Private Trust Company
Ohio
$91.6K 753 – –
EWA
489
EverSource Wealth Advisors
Alabama
$90.9K 747 -8 -1%
PB
490
Pinnacle Bancorp
Nebraska
$87.6K 720 – –
HNB
491
Huntington National Bank
Ohio
$87K 715 -359 -33%
PPC
492
Park Place Capital
Alabama
$86.6K 712 – –
KTC
493
Kistler-Tiffany Companies
Pennsylvania
$85.3K 701 +291 +71%
FWM
494
Focused Wealth Management
New York
$73K 600 – –
BAAM
495
Baker Avenue Asset Management
California
$71.7K 589 – –
AF
496
Advisornet Financial
Minnesota
$67.4K 554 -29 -5%
JWM
497
Janiczek Wealth Management
Colorado
$66.8K 564 -17 -3%
IAIM
498
Industrial Alliance Investment Management
Quebec, Canada
$65K 537 -395 -42%
CFGS
499
Concourse Financial Group Securities
Alabama
$63.5K 522 -41 -7%
BCV
500
Banque Cantonale Vaudoise
Switzerland
$58K 480 – –
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