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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 %
SCM
501
Sterling Capital Management
North Carolina
$529K +$529K +3,414 New
KIM
502
Kestra Investment Management
Texas
$523K +$523K +3,378 New
WA
503
Wambolt & Associates
Colorado
$519K +$45.3K +300 +10%
AWM
504
Absher Wealth Management
North Carolina
$512K -$6.2K -40 -1%
CCA
505
Checchi Capital Advisers
California
$507K -$15K -97 -3%
EWM
506
Empirical Wealth Management
Washington
$506K -$135K -872 -21%
P
507
&Partners
Tennessee
$504K +$504K +3,252 New
PI
508
PFG Investments
New York
$500K -$310 -2 -0.1%
ECM
509
Evergreen Capital Management
Washington
$499K -$177K -1,142 -26%
Fidelity International
510
Fidelity International
Bermuda
$494K +$416K +2,688 +540%
NGA
511
Naples Global Advisors
Florida
$489K -$54.2K -350 -10%
Lido Advisors
512
Lido Advisors
California
$489K -$775 -5 -0.2%
SC
513
Scotia Capital
Ontario, Canada
$487K -$493K -3,184 -50%
IPW
514
Impact Partnership Wealth
Georgia
$486K +$4.03K +26 +0.8%
HFS
515
Hantz Financial Services
Michigan
$481K -$84.6K -546 -15%
AFCM
516
Applied Finance Capital Management
Puerto Rico
$479K +$479K +3,094 New
IP
517
Ignite Planners
California
$479K -$4.96K -32 -1%
SW
518
SkyOak Wealth
Michigan
$476K -$41.7K -269 -8%
IA
519
IFP Advisors
Florida
$474K +$86.4K +558 +22%
FFA
520
Florida Financial Advisors
Florida
$470K -$19.8K -135 -4%
JWM
521
Jeppson Wealth Management
California
$468K -$6.2K -40 -1%
CWS
522
Confluence Wealth Services
Pennsylvania
$467K – – –
CIM
523
Cambria Investment Management
California
$466K -$10.8K -70 -2%
BBHC
524
Brown Brothers Harriman & Co
New York
$463K +$5.27K +34 +1%
Rafferty Asset Management
525
Rafferty Asset Management
New York
$459K -$32.8K -212 -7%
19 20
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