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Williams-Sonoma
WSM

Overview Fund Activity

554 hedge funds and large institutions have $12.7B invested in Williams-Sonoma in 2021 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 153 increasing their positions, 222 reducing their positions, and 62 closing their positions.

Holders
554
Holders Change
+45
Holders Change %
+8.84%
% of All Funds
9.76%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
112
Increased
153
Reduced
222
Closed
62
Calls
$130M
Puts
$441M
Net Calls
-$311M
Net Calls Change
-$313M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.31B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$103M
3
DZ Bank
3
DZ Bank
Germany
$73.3M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$62.8M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$54.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$871M
2
HMP
2
HS Management Partners
New York
$160M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.26B
4
Boston Partners
4
Boston Partners
Massachusetts
$104M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$36M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
526
WealthShield Partners
North Carolina
$8K 47 +47 New
SIC
527
Salem Investment Counselors
North Carolina
$7K 40 – –
EARNEST Partners
528
EARNEST Partners
Georgia
$7K 41 – –
AF
529
Allworth Financial
California
$7K 40 – –
Jones Financial Companies
530
Jones Financial Companies
Missouri
$7K 37 +37 New
WAS
531
Winch Advisory Services
Wisconsin
$6K 35 – –
MIM
532
Macroview Investment Management
Maryland
$5K 29 -7 -19%
MCM
533
Manchester Capital Management
Vermont
$5K 27 -3 -10%
TFO
534
Tarbox Family Office
California
$5K 28 – –
RFA
535
Reilly Financial Advisors
California
$4K 25 – –
BCA
536
Berman Capital Advisors
Georgia
$4K 26 +4 +18%
AWA
537
Arkadios Wealth Advisors
Georgia
$4K 24 +24 New
First Manhattan
538
First Manhattan
New York
$3K 20 – –
EI
539
Ellevest Inc
New York
$3K 16 +3 +23%
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$3K 19 +6 +46%
GWS
541
Glassman Wealth Services
Virginia
$3K 18 +8 +80%
JCM
542
Jacobi Capital Management
Pennsylvania
$2K 10 – –
VCM
543
Vigilant Capital Management
Maine
$2K 11 – –
VCM
544
Versant Capital Management
Arizona
$2K 13 – –
PFBT
545
Parkside Financial Bank & Trust
Missouri
$2K 12 +9 +300%
CAGAS
546
Capital Advisory Group Advisory Services
Minnesota
$2K 13 +13 New
LPARFS
547
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.79K 10,000 +10,000 New
LIM
548
Longfellow Investment Management
Massachusetts
$1K 2 -1,701 -100%
WT
549
Washington Trust
Rhode Island
$1K 8 -2 -20%
PWMG
550
Prestige Wealth Management Group
New Jersey
$1K 3 – –
20 21
22
23 24