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Williams-Sonoma
WSM

Overview Fund Activity

672 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, 264 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+80
Holders Change %
+13.51%
% of All Funds
9.85%
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
264
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$127M
2
Invesco
Invesco
Georgia
+$53.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
4
Truist Financial
Truist Financial
North Carolina
+$27.2M
5
Millennium Management
Millennium Management
New York
+$23.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.2M
3
SCM
Steadfast Capital Management
New York
-$58.1M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$56.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
476
DZ Bank
Germany
$294K +$88.8K +880 +43%
GCA
477
Greenwood Capital Associates
South Carolina
$294K – – –
MOS
478
MGO One Seven
Ohio
$293K -$47.6K -472 -14%
SMA
479
Seven Mile Advisory
New Jersey
$290K +$14.1K +140 +5%
Verition Fund Management
480
Verition Fund Management
Connecticut
$290K +$290K +2,872 New
Lido Advisors
481
Lido Advisors
California
$289K +$4.64K +46 +2%
XT
482
XTX Topco
Cayman Islands
$285K -$276K -2,732 -49%
ECM
483
Evergreen Capital Management
Washington
$283K -$605 -6 -0.2%
CC
484
Centiva Capital
New York
$281K +$281K +2,788 New
MFIM
485
Mesirow Financial Investment Management
Illinois
$280K +$280K +2,774 New
BC
486
Bridgefront Capital
Texas
$279K +$279K +2,762 New
BCM
487
Brown Capital Management
Maryland
$278K – – –
CW
488
CreativeOne Wealth
Kansas
$275K +$275K +2,728 New
TPI
489
Trust Point Inc
Wisconsin
$274K +$274K +2,718 New
SAM
490
Smithbridge Asset Management
Pennsylvania
$274K -$60.4K -600 -18%
FTDI
491
First Trust Direct Indexing
Massachusetts
$274K +$274K +2,714 New
Northwestern Mutual Wealth Management
492
Northwestern Mutual Wealth Management
Wisconsin
$273K -$11.1K -110 -4%
GIA
493
Gateway Investment Advisers
Ohio
$271K -$4.24K -42 -2%
SI
494
Saxon Interests
Texas
$271K +$271K +2,686 New
AAS
495
Ameritas Advisory Services
Nebraska
$268K +$268K +2,390 New
PA
496
Parallel Advisors
California
$267K -$124K -1,230 -32%
KA
497
Klingman & Associates
New York
$260K +$260K +2,578 New
PT
498
Plimoth Trust
Massachusetts
$259K -$5.05K -50 -2%
QCG
499
Quadrant Capital Group
Ohio
$256K +$15.7K +156 +7%
NP
500
NorthRock Partners
Minnesota
$254K +$254K +2,520 New
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