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Williams-Sonoma
WSM

Overview Fund Activity

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$969M
2
Holocene Advisors
Holocene Advisors
New York
$56.5M
3
Jane Street
Jane Street
New York
$29.6M
4
CCM
Candlestick Capital Management
Connecticut
$18.8M
5
MWM
Modera Wealth Management
New Jersey
$14.5M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
Goldman Sachs
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
476
Geneos Wealth Management
Colorado
$115K – – –
NA
477
NewEdge Advisors
Louisiana
$102K +$74.2K +1,186 +267%
BWM
478
BerganKDV Wealth Management
Minnesota
$98.4K -$2.13K -34 -2%
CT
479
Colonial Trust
South Carolina
$98.2K -$16.3K -260 -14%
PTC
480
Private Trust Company
Ohio
$94.2K – – –
PB
481
Pinnacle Bancorp
Nebraska
$90.1K – – –
EWA
482
EverSource Wealth Advisors
Alabama
$90K -$3.5K -56 -4%
PPC
483
Park Place Capital
Alabama
$87.2K -$1.88K -30 -2%
KTC
484
Kistler-Tiffany Companies
Pennsylvania
$84.4K -$3.25K -52 -4%
BAAM
485
Baker Avenue Asset Management
California
$80.9K +$7.14K +114 +10%
Credit Agricole
486
Credit Agricole
France
$80.6K -$16.8K -268 -17%
CG
487
Cutler Group
California
$77K +$77K +1,236 New
FWM
488
Focused Wealth Management
New York
$75.1K – – –
Amundi
489
Amundi
France
$73.5K -$4.8M -76,346 -98%
QCG
490
Quadrant Capital Group
Ohio
$70.2K -$58.9K -942 -46%
AF
491
Advisornet Financial
Minnesota
$69.5K +$250 +4 +0.4%
BCV
492
Banque Cantonale Vaudoise
Switzerland
$69K +$8.78K +140 +15%
RI
493
Ridgewood Investments
New Jersey
$61.1K +$6.76K +108 +12%
JWM
494
Janiczek Wealth Management
Colorado
$59.8K -$10.8K -172 -15%
CT
495
Clearstead Trust
Maine
$58.7K -$43.8K -700 -43%
WT
496
Whittier Trust
California
$58.7K – – –
DIP
497
DT Investment Partners
Pennsylvania
$55.4K – – –
Fifth Third Bancorp
498
Fifth Third Bancorp
Ohio
$55.2K +$1K +16 +2%
TWC
499
TD Waterhouse Canada
Ontario, Canada
$54.1K – – –
NL
500
NVWM LLC
Pennsylvania
$53.2K – – –
18 19
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