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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
+$280M
2
First Trust Advisors
First Trust Advisors
Illinois
+$259M
3
Invesco
Invesco
Georgia
+$234M
4
State Street
State Street
Massachusetts
+$106M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$63.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$508M
2
Charles Schwab
Charles Schwab
California
-$321M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
4
Morgan Stanley
Morgan Stanley
New York
-$211M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
476
Hantz Financial Services
Michigan
$642K -$29.2K -184 -4%
GSC
477
Grey Street Capital
Illinois
$639K +$639K +4,026 New
WDA
478
Wendell David Associates
New Hampshire
$639K +$4.13K +26 +0.7%
NAMP
479
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$635K – – –
CTC
480
Central Trust Company
Missouri
$622K – – –
CIM
481
Cambria Investment Management
California
$612K -$50.2K -316 -8%
PI
482
PFG Investments
New York
$608K +$97.2K +612 +19%
SW
483
SkyOak Wealth
Michigan
$601K -$53K -334 -8%
CFAM
484
Center For Asset Management
Florida
$595K -$20.6K -130 -3%
B
485
Bailard
California
$594K +$594K +3,742 New
CIBC Asset Management
486
CIBC Asset Management
Ontario, Canada
$592K – – –
WSFS
487
Wilmington Savings Fund Society
Delaware
$592K +$592K +3,726 New
FC
488
Fulcrum Capital
Washington
$591K – – –
FCBT
489
First Citizens Bank & Trust
North Carolina
$583K +$17.1K +108 +3%
MYIA
490
Mount Yale Investment Advisors
Colorado
$574K -$36.2K -228 -6%
VDI
491
Vaughan David Investments
Illinois
$572K – – –
CT
492
Chicago Trust
Illinois
$570K +$570K +3,590 New
DA
493
Duality Advisers
Florida
$553K -$4.46M -28,120 -89%
AWM
494
Absher Wealth Management
North Carolina
$543K -$6.03K -38 -1%
CCA
495
Checchi Capital Advisers
California
$535K – – –
PCIA
496
Prime Capital Investment Advisors
Kansas
$530K +$28.3K +178 +6%
LCG
497
Lisanti Capital Growth
New York
$518K +$518K +3,260 New
AGA
498
Accuvest Global Advisors
Utah
$507K – – –
TSS
499
Two Sigma Securities
New York
$503K +$503K +3,168 New
BHCM
500
Brevan Howard Capital Management
Jersey
$497K +$497K +3,128 New
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