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Williams-Sonoma
WSM

Overview Fund Activity

672 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 264 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+80
Holders Change %
+13.51%
% of All Funds
9.85%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
264
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$127M
2
Invesco
Invesco
Georgia
+$53.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
4
Truist Financial
Truist Financial
North Carolina
+$27.2M
5
Millennium Management
Millennium Management
New York
+$23.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.2M
3
SCM
Steadfast Capital Management
New York
-$58.1M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$56.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
526
Buckingham Strategic Wealth
Missouri
$212K +$212K +2,106 New
P
527
Pitcairn
Pennsylvania
$209K +$209K +2,068 New
IB
528
Intrust Bank
Kansas
$208K +$208K +2,062 New
APG
529
Abacus Planning Group
South Carolina
$205K +$205K +2,028 New
TCPWM
530
Traverso Chambers Private Wealth Management
California
$203K +$203K +2,016 New
SB
531
Strategic Blueprint
Georgia
$203K +$203K +2,010 New
ITIM
532
Indiana Trust & Investment Management
Indiana
$202K – – –
SC
533
Sapient Capital
Indiana
$202K +$202K +2,000 New
RC
534
RBF Capital
California
$202K +$202K +2,000 New
SAM
535
Silvercrest Asset Management
New York
$200K +$200K +1,986 New
IA
536
IFP Advisors
Florida
$198K +$157K +1,556 +383%
SWM
537
Spire Wealth Management
Virginia
$188K +$1.03K +10 +0.6%
GWM
538
Geneos Wealth Management
Colorado
$185K +$202 +2 +0.1%
BSB
539
Bangor Savings Bank
Maine
$172K -$28.9K -286 -14%
PK
540
Pflug Koory
Nebraska
$164K -$11.3K -112 -6%
ASN
541
Advisory Services Network
Georgia
$157K +$157K +1,558 New
PTC
542
Private Trust Company
Ohio
$152K – – –
PB
543
Pinnacle Bancorp
Nebraska
$145K – – –
Acadian Asset Management
544
Acadian Asset Management
Massachusetts
$142K +$142K +1,420 New
LFG
545
Larson Financial Group
Missouri
$121K +$54.8K +544 +83%
FWM
546
Focused Wealth Management
New York
$121K – – –
EWA
547
EverSource Wealth Advisors
Alabama
$119K +$8.27K +82 +7%
GRP
548
Global Retirement Partners
California
$116K -$11.6K -114 -9%
IPW
549
Impact Partnership Wealth
Georgia
$115K -$94.7K -938 -45%
BCV
550
Banque Cantonale Vaudoise
Switzerland
$114K +$2.63K +26 +2%
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