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Williams-Sonoma
WSM

Overview Fund Activity

592 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.44%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
80
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
Leonard Green & Partners
California
+$499M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$71.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$48.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$43.8M
5
Norges Bank
Norges Bank
Norway
+$29.4M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$68M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$57.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
476
Plimoth Trust
Massachusetts
$204K +$204K +2,620 New
BRWA
477
B. Riley Wealth Advisors
Florida
$203K +$203K +2,618 New
BCM
478
BTC Capital Management
Iowa
$200K +$200K +2,580 New
CB
479
Centennial Bank
Arkansas
$195K – – –
QCG
480
Quadrant Capital Group
Ohio
$185K +$97.9K +1,260 +112%
KBC Group
481
KBC Group
Belgium
$166K +$166K +2,134 New
IPW
482
Impact Partnership Wealth
Georgia
$162K +$161K +2,078 +103,900%
DZ Bank
483
DZ Bank
Germany
$158K – – –
ITIM
484
Indiana Trust & Investment Management
Indiana
$155K +$155K +2,000 New
BSB
485
Bangor Savings Bank
Maine
$155K -$7.77K -100 -5%
SG Americas Securities
486
SG Americas Securities
New York
$153K +$153K +1,974 New
GWM
487
Geneos Wealth Management
Colorado
$142K – – –
SWM
488
Spire Wealth Management
Virginia
$141K +$89.7K +1,154 +175%
PK
489
Pflug Koory
Nebraska
$135K -$49.7K -640 -27%
CFGS
490
Concourse Financial Group Securities
Alabama
$130K -$33.1K -426 -20%
NA
491
NewEdge Advisors
Louisiana
$128K +$1.86K +24 +1%
CT
492
Colonial Trust
South Carolina
$122K – – –
PTC
493
Private Trust Company
Ohio
$117K – – –
PB
494
Pinnacle Bancorp
Nebraska
$112K – – –
BAAM
495
Baker Avenue Asset Management
California
$100K – – –
GRP
496
Global Retirement Partners
California
$95.1K +$36.1K +476 +61%
FWM
497
Focused Wealth Management
New York
$93.2K – – –
CA
498
Clearstead Advisors
Ohio
$89K +$89K +1,146 New
Fifth Third Bancorp
499
Fifth Third Bancorp
Ohio
$86.7K +$18.2K +234 +27%
EWA
500
EverSource Wealth Advisors
Alabama
$85K -$26.7K -344 -24%
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