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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
476
Metis Global Partners
California
$647K -$43.5K -308 -6%
Mirae Asset Global Investments
477
Mirae Asset Global Investments
South Korea
$646K -$4.06M -28,244 -86%
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$645K -$48.3K -342 -7%
EI
479
Ethic Inc
New York
$643K +$62.4K +442 +11%
Envestnet Portfolio Solutions
480
Envestnet Portfolio Solutions
Illinois
$641K +$215K +1,520 +50%
ECM
481
Evergreen Capital Management
Washington
$616K +$203K +1,438 +49%
FCBT
482
First Citizens Bank & Trust
North Carolina
$614K +$95.2K +674 +18%
MAM
483
MWA Asset Management
Massachusetts
$610K -$22.9K -162 -4%
Vontobel Holding
484
Vontobel Holding
Switzerland
$607K +$607K +4,298 New
Impax Asset Management Group
485
Impax Asset Management Group
United Kingdom
$600K +$600K +4,250 New
GAG
486
Goodman Advisory Group
Massachusetts
$594K -$1.61M -11,388 -73%
Daiwa Securities Group
487
Daiwa Securities Group
Japan
$593K – – –
CL
488
CSS LLC
Illinois
$593K -$84.7K -600 -13%
ANTB
489
AMG National Trust Bank
Colorado
$591K – – –
MA
490
McBroom & Associates
Nevada
$590K – – –
EWM
491
Empirical Wealth Management
Washington
$584K -$9.89K -70 -2%
CT
492
Chicago Trust
Illinois
$583K +$76.2K +540 +15%
AM
493
AGF Management
Ontario, Canada
$582K +$582K +4,124 New
FTWA
494
Fifth Third Wealth Advisors
Ohio
$581K +$581K +4,114 New
LA
495
Lindenwold Advisors
Pennsylvania
$577K -$17.8K -126 -3%
NAMP
496
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$565K – – –
CFAM
497
Center For Asset Management
Florida
$555K +$290K +4,110 +110%
LCM
498
LRT Capital Management
Texas
$552K +$10.3K +146 +2%
SPA
499
Sherbrooke Park Advisers
New York
$549K -$52K -368 -9%
WDA
500
Wendell David Associates
New Hampshire
$540K -$28.2K -200 -5%
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