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Williams-Sonoma
WSM

Overview Fund Activity

592 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.44%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
80
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
Leonard Green & Partners
California
+$499M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$71.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$48.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$43.8M
5
Norges Bank
Norges Bank
Norway
+$29.4M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$68M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$57.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
501
Banque Cantonale Vaudoise
Switzerland
$85K – – –
FCA
502
FinTrust Capital Advisors
South Carolina
$74K +$74K +952 New
WT
503
Whittier Trust
California
$73.2K +$311 +4 +0.4%
CT
504
Clearstead Trust
Maine
$72.9K – – –
AF
505
Advisornet Financial
Minnesota
$72.8K -$13.7K -176 -16%
JWM
506
Janiczek Wealth Management
Colorado
$71.8K -$2.49K -32 -3%
NL
507
NVWM LLC
Pennsylvania
$66K – – –
CAL
508
Capital Advisors Ltd
Ohio
$63K – – –
BFEC
509
Benjamin F. Edwards & Company
Missouri
$63K +$4.64K +60 +8%
DIP
510
DT Investment Partners
Pennsylvania
$62.2K – – –
ADL
511
Asset Dedication LLC
California
$62K +$54.3K +700 +700%
LFG
512
Larson Financial Group
Missouri
$51.1K +$51.1K +658 New
HNB
513
Huntington National Bank
Ohio
$49.1K -$2.33K -30 -5%
HIA
514
Harbor Investment Advisory
Maryland
$46.3K – – –
BC
515
Bartlett & Co
Ohio
$45K – – –
BCWM
516
Bartlett & Co Wealth Management
Ohio
$44.9K – – –
PMFA
517
Plante Moran Financial Advisors
Michigan
$44.1K – – –
DWMG
518
DB Wealth Management Group
California
$42.7K – – –
AIM
519
Anchor Investment Management
South Carolina
$41.2K – – –
BTI
520
Blue Trust Inc
Georgia
$40K +$11.2K +180 +39%
QC
521
Quent Capital
New York
$36.4K – – –
FHA
522
First Horizon Advisors
Tennessee
$35.7K +$31.9K +410 +820%
QL
523
Quarry LP
New York
$35.6K -$12.1K -156 -25%
UB
524
UMB Bank
Missouri
$32.8K – – –
DA
525
Denali Advisors
California
$31.9K +$31.9K +410 New
19 20
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