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Williams-Sonoma
WSM

Overview Fund Activity

592 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.44%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
80
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
Leonard Green & Partners
California
+$499M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$71.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$48.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$43.8M
5
Norges Bank
Norges Bank
Norway
+$29.4M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$68M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$57.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
526
IFP Advisors
Florida
$31.6K -$5.76K -74 -15%
BWL
527
Bogart Wealth LLC
Virginia
$31.1K – – –
RL
528
Rogco LP
Oklahoma
$30.5K +$30.5K +392 New
Loomis, Sayles & Company
529
Loomis, Sayles & Company
Massachusetts
$29K +$16.4K +212 +129%
FRA
530
Front Row Advisors
California
$28.6K – – –
LC
531
Lindbrook Capital
California
$27.5K +$1.09K +14 +4%
C
532
Covestor
United Kingdom
$26K -$940 -12 -3%
Credit Agricole
533
Credit Agricole
France
$24.9K -$75.2K -968 -75%
ETC
534
Exchange Traded Concepts
Oklahoma
$23.6K -$207K -2,660 -90%
Bessemer Group
535
Bessemer Group
New Jersey
$23K +$5.63K +72 +32%
AF
536
Allworth Financial
California
$22.9K +$4.51K +58 +25%
WTC
537
WhitTier Trust Company
Nevada
$21.6K – – –
DGAM
538
Desjardins Global Asset Management
Quebec, Canada
$21K -$2.95K -38 -12%
FFA
539
Farther Finance Advisors
California
$21K +$8.7K +112 +71%
BIA
540
Bell Investment Advisors
California
$18K +$2.64K +34 +17%
NFSG
541
Newbridge Financial Services Group
Florida
$17.9K – – –
MHR
542
Matthew Hamilton Rosenberg
$16.9K – – –
HPC
543
HM Payson & Co
Maine
$15.5K – – –
NIC
544
Northwest Investment Counselors
Oregon
$15.5K – – –
SN
545
Sittner & Nelson
Oregon
$15.5K – – –
TWM
546
Tradition Wealth Management
Minnesota
$14K +$14K +184 New
CSWM
547
Cassady Schiller Wealth Management
Ohio
$12.9K – – –
HGERS
548
Householder Group Estate & Retirement Specialist
Arizona
$12.9K +$12.9K +166 New
ST
549
Smithfield Trust
Pennsylvania
$12K – – –
RTL
550
Red Tortoise LLC
Georgia
$11.2K – – –
20 21
22
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