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Williams-Sonoma
WSM

Overview Fund Activity

672 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 264 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+80
Holders Change %
+13.51%
% of All Funds
9.85%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
264
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$127M
2
Invesco
Invesco
Georgia
+$53.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
4
Truist Financial
Truist Financial
North Carolina
+$27.2M
5
Millennium Management
Millennium Management
New York
+$23.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.2M
3
SCM
Steadfast Capital Management
New York
-$58.1M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$56.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
501
Centennial Bank
Arkansas
$253K – – –
LWL
502
Leo Wealth LLC
Texas
$253K +$253K +2,168 New
LTAS
503
Linden Thomas Advisory Services
North Carolina
$253K +$253K +2,504 New
PCP
504
Proficio Capital Partners
Massachusetts
$251K +$251K +2,488 New
PWG
505
Portside Wealth Group
Utah
$250K +$250K +2,482 New
FFM
506
Forum Financial Management
Illinois
$250K +$250K +2,478 New
SSC
507
Syverson Strege & Co
Iowa
$246K +$246K +2,440 New
APA
508
Astoria Portfolio Advisors
New York
$245K +$245K +2,394 New
GL
509
Graypoint LLC
New York
$243K +$243K +2,406 New
CAM
510
Claret Asset Management
Quebec, Canada
$242K +$242K +2,402 New
KBC Group
511
KBC Group
Belgium
$240K +$24.3K +240 +11%
MFAM
512
Motley Fool Asset Management
Virginia
$237K -$29.7K -294 -11%
GT
513
Glenview Trust
Kentucky
$236K -$80.9K -802 -26%
PRS
514
Pinkerton Retirement Specialists
Idaho
$234K +$234K +2,318 New
BW
515
Bison Wealth
Georgia
$232K +$232K +2,300 New
AAS
516
Avantax Advisory Services
Texas
$230K -$80.3K -796 -26%
IPAM
517
Investment Partners Asset Management
New Jersey
$229K +$229K +2,268 New
BFG
518
Bleakley Financial Group
New Jersey
$228K +$228K +2,256 New
AMM
519
American Money Management
California
$226K +$226K +2,240 New
SS
520
Simplicity Solutions
Minnesota
$226K +$226K +2,238 New
EI
521
EDMP Inc
Florida
$226K +$226K +2,236 New
PWP
522
Phillips Wealth Planners
Mississippi
$223K +$223K +2,156 New
BFEC
523
Benjamin F. Edwards & Company
Missouri
$222K +$140K +1,392 +171%
R
524
Rebalance
California
$220K +$220K +2,180 New
JIC
525
Joel Isaacson & Co
New York
$216K +$216K +2,138 New
19 20
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