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Williams-Sonoma
WSM

Overview Fund Activity

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$168M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$84.8M
3
SCM
3
Steadfast Capital Management
New York
$50.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29.8M
5
Millennium Management
5
Millennium Management
New York
$60.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$19.2M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$405M
3
HMP
3
HS Management Partners
New York
$94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$545K
5
Barclays
5
Barclays
United Kingdom
$7.69M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
501
Whittier Trust
California
$57.1K 469 +159 +51%
RI
502
Ridgewood Investments
New Jersey
$52.8K 434 +434 New
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
$52.7K 433 +28 +7%
TWC
504
TD Waterhouse Canada
Ontario, Canada
$52K 427 -31 -7%
NL
505
NVWM LLC
Pennsylvania
$51.7K 425 – –
ASN
506
Advisory Services Network
Georgia
$51.3K 422 -39 -8%
DIP
507
DT Investment Partners
Pennsylvania
$47.4K 400 – –
AF
508
Allworth Financial
California
$46.9K 385 +8 +2%
OCM
509
Orion Capital Management
California
$46K 378 +378 New
GRP
510
Global Retirement Partners
California
$41.8K 362 +305 +535%
KBC Group
511
KBC Group
Belgium
$41K 341 – –
SWM
512
Spire Wealth Management
Virginia
$40.3K 331 – –
Loomis, Sayles & Company
513
Loomis, Sayles & Company
Massachusetts
$38K 311 +311 New
HIA
514
Harbor Investment Advisory
Maryland
$36.3K 298 – –
BCWM
515
Bartlett & Co Wealth Management
Ohio
$35.2K 289 – –
BC
516
Bartlett & Co
Ohio
$35K 289 – –
PMFA
517
Plante Moran Financial Advisors
Michigan
$34.6K 284 – –
QL
518
Quarry LP
New York
$33.7K 277 +193 +230%
DWMG
519
DB Wealth Management Group
California
$33.5K 275 – –
QC
520
Quent Capital
New York
$27.7K 227 +21 +10%
NA
521
NewEdge Advisors
Louisiana
$27K 222 -1,383 -86%
UB
522
UMB Bank
Missouri
$25.7K 211 -117 -36%
TCWA
523
Ten Capital Wealth Advisors
Washington
$24.9K 205 – –
SC
524
Shay Capital
New York
$24.3K 200 +200 New
FRA
525
Front Row Advisors
California
$22K 184 – –
19 20
21
22 23