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Williams-Sonoma
WSM

Overview Fund Activity

613 hedge funds and large institutions have $7.96B invested in Williams-Sonoma in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 214 increasing their positions, 238 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+5
Holders Change %
+0.82%
% of All Funds
10.6%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
73
Increased
214
Reduced
238
Closed
58
Calls
$213M
Puts
$310M
Net Calls
-$96.3M
Net Calls Change
-$66.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$127M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$124M
3
AQR Capital Management
AQR Capital Management
Connecticut
$75.8M
4
JAM
Jupiter Asset Management
United Kingdom
$20.1M
5
Barclays
Barclays
United Kingdom
$26.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$34.5M
2
HMP
HS Management Partners
New York
$132M
3
Capital Research Global Investors
Capital Research Global Investors
California
$483M
4
Coatue Management
Coatue Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
526
UMB Bank
Missouri
$44K +$1.74K +30 +4%
SWM
527
Spire Wealth Management
Virginia
$40K -$1.31K -22 -3%
KBC Group
528
KBC Group
Belgium
$40K – – –
NL
529
NKCFO LLC
Illinois
$39K – – –
AF
530
Allworth Financial
California
$37K +$2.25K +38 +6%
AWA
531
Artemis Wealth Advisors
New York
$35.3K +$118 +2 +0.3%
HIA
532
Harbor Investment Advisory
Maryland
$35K – – –
BCWM
533
Bartlett & Co Wealth Management
Ohio
$34.1K -$2.71K -46 -7%
BC
534
Bartlett & Co
Ohio
$34K -$2.71K -46 -7%
PMFA
535
Plante Moran Financial Advisors
Michigan
$33K – – –
DWMG
536
DB Wealth Management Group
California
$32K – – –
ICM
537
Islay Capital Management
Texas
$24K -$69.5K -1,158 -74%
LC
538
Lindbrook Capital
California
$24K -$48.6K -810 -67%
DA
539
Denali Advisors
California
$24K – – –
OIA
540
Optimum Investment Advisors
Illinois
$24K +$24K +400 New
TCWA
541
Ten Capital Wealth Advisors
Washington
$24K +$24K +410 New
FRA
542
Front Row Advisors
California
$22K – – –
BTI
543
Blue Trust Inc
Georgia
$22K +$18.5K +344 +521%
DGAM
544
Desjardins Global Asset Management
Quebec, Canada
$19K -$112 -2 -0.6%
GRP
545
Global Retirement Partners
California
$19K +$13.9K +222 +271%
HFM
546
Harvest Fund Management
China
$17K – – –
CA
547
Crewe Advisors
Utah
$17K +$14.5K +250 +568%
DCM
548
Davidson Capital Management
Texas
$16K -$1.04M -17,370 -98%
CAL
549
Capital Advisors Ltd
Ohio
$14K +$3.09K +52 +28%
MHR
550
Matthew Hamilton Rosenberg
$13K – – –
20 21
22
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