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Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMP
476
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$620K – – –
CFAM
477
Center For Asset Management
Florida
$613K -$604K -3,898 -50%
CI Investments Inc
478
CI Investments Inc
Ontario, Canada
$611K +$61.6K +397 +11%
CPC
479
Consolidated Planning Corp
Georgia
$607K +$123K +793 +25%
DCM
480
DGS Capital Management
New Jersey
$602K +$18.1K +117 +3%
BBVA
481
Banco Bilbao Vizcaya Argentaria
Spain
$596K -$260K -1,686 -30%
ANTB
482
AMG National Trust Bank
Colorado
$589K -$59.5K -384 -9%
FTDI
483
First Trust Direct Indexing
Massachusetts
$589K +$35.5K +229 +6%
FC
484
Fulcrum Capital
Washington
$576K – – –
PA
485
Profund Advisors
Maryland
$574K -$3.25K -21 -0.6%
TCMP
486
Thrive Capital Management (Pennsylvania)
Pennsylvania
$574K +$10.8K +70 +2%
WDA
487
Wendell David Associates
New Hampshire
$573K -$19.5K -126 -3%
CIBC Asset Management
488
CIBC Asset Management
Ontario, Canada
$572K +$18.6K +120 +3%
AWM
489
Aries Wealth Management
Maine
$567K +$567K +3,660 New
CCIA
490
Campbell & Co Investment Adviser
Maryland
$561K +$561K +3,623 New
MYIA
491
Mount Yale Investment Advisors
Colorado
$560K -$6.2K -40 -1%
A
492
AustralianSuper
Australia
$559K -$200K -1,289 -26%
VDI
493
Vaughan David Investments
Illinois
$558K – – –
CTC
494
Central Trust Company
Missouri
$556K +$155 +1 +0%
ETC
495
Exchange Traded Concepts
Oklahoma
$544K +$292K +1,884 +116%
KeyBank National Association
496
KeyBank National Association
Ohio
$543K +$93.1K +601 +21%
OTPPB
497
Ontario Teachers' Pension Plan Board
Ontario, Canada
$538K -$803K -5,181 -60%
IP
498
Isthmus Partners
Wisconsin
$532K +$52.5K +339 +11%
PIM
499
Plato Investment Management
Australia
$530K -$865K -5,591 -62%
RCA
500
Resonant Capital Advisors
Wisconsin
$530K +$13K +84 +3%
18 19
20
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