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Williams-Sonoma
WSM

Overview Fund Activity

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$168M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$84.8M
3
SCM
3
Steadfast Capital Management
New York
$50.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29.8M
5
Millennium Management
5
Millennium Management
New York
$60.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$19.2M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$405M
3
HMP
3
HS Management Partners
New York
$94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$545K
5
Barclays
5
Barclays
United Kingdom
$7.69M
Name Market Value Shares Shares
Change 		Shares
Change %
DGAM
526
Desjardins Global Asset Management
Quebec, Canada
$18K 151 +4 +3%
WTC
527
WhitTier Trust Company
Nevada
$16.9K 139 +34 +32%
LC
528
Lindbrook Capital
California
$16.8K 138 -41 -23%
AAS
529
Ameritas Advisory Services
Nebraska
$14.9K 124 +124 New
AP
530
Advisors Preferred
Maryland
$14.5K 119 +119 New
C
531
Covestor
United Kingdom
$14K 116 -9 -7%
TWA
532
TCI Wealth Advisors
Arizona
$14K 115 +1 +0.9%
MHR
533
Matthew Hamilton Rosenberg
$13.3K 109 – –
RTC
534
Riverview Trust Company
Washington
$12.5K 103 – –
DA
535
Denali Advisors
California
$12.2K 100 -100 -50%
GEA
536
Glen Eagle Advisors
New Jersey
$12.2K 100 -12 -11%
NIC
537
Northwest Investment Counselors
Oregon
$12.2K 100 – –
HPC
538
HM Payson & Co
Maine
$12.2K 100 – –
SN
539
Sittner & Nelson
Oregon
$12.2K 100 – –
AIP
540
Ahrens Investment Partners
Louisiana
$12.2K 100 +100 New
CAL
541
Capital Advisors Ltd
Ohio
$11K 94 -318 -77%
BIA
542
Bell Investment Advisors
California
$11K 90 +13 +17%
CSWM
543
Cassady Schiller Wealth Management
Ohio
$10.1K 83 – –
ST
544
Smithfield Trust
Pennsylvania
$10K 80 – –
HGERS
545
Householder Group Estate & Retirement Specialist
Arizona
$10K 83 +83 New
IAIM
546
International Assets Investment Management
Florida
$9K 74 +74 New
IA
547
IFP Advisors
Florida
$8.9K 194 -622 -76%
RTL
548
Red Tortoise LLC
Georgia
$8.76K 72 – –
Baillie Gifford & Co
549
Baillie Gifford & Co
United Kingdom
$7.67K 63 – –
Bessemer Group
550
Bessemer Group
New Jersey
$7K 58 -154 -73%
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