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Williams-Sonoma
WSM

Overview Fund Activity

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
BlackRock
New York
+$280M
2
First Trust Advisors
First Trust Advisors
Illinois
+$259M
3
Invesco
Invesco
Georgia
+$234M
4
State Street
State Street
Massachusetts
+$106M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$63.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$508M
2
Charles Schwab
Charles Schwab
California
-$321M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
4
Morgan Stanley
Morgan Stanley
New York
-$211M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPI
526
Trust Point Inc
Wisconsin
$434K +$2.54K +16 +0.6%
PA
527
Parallel Advisors
California
$432K +$11.7K +74 +3%
FTDI
528
First Trust Direct Indexing
Massachusetts
$432K +$1.27K +8 +0.3%
LNC
529
Lincoln National Corp
Pennsylvania
$426K +$426K +2,684 New
PCP
530
Proficio Capital Partners
Massachusetts
$419K +$24.1K +152 +6%
Focus Partners Wealth
531
Focus Partners Wealth
Massachusetts
$419K +$419K +2,636 New
GIA
532
Gateway Investment Advisers
Ohio
$419K -$8.26K -52 -2%
PWG
533
Portside Wealth Group
Utah
$418K +$24.1K +152 +6%
QCG
534
Quadrant Capital Group
Ohio
$417K +$14K +88 +3%
SI
535
Saxon Interests
Texas
$416K -$10.8K -68 -3%
DWA
536
Dorsey Wright & Associates
California
$414K +$414K +2,610 New
PT
537
Plimoth Trust
Massachusetts
$408K – – –
CB
538
Centennial Bank
Arkansas
$399K – – –
KA
539
Klingman & Associates
New York
$398K -$11.4K -72 -3%
TWC
540
TD Waterhouse Canada
Ontario, Canada
$397K -$87.2K -562 -18%
SAM
541
Smithbridge Asset Management
Pennsylvania
$397K -$34.9K -220 -8%
FFM
542
Forum Financial Management
Illinois
$394K +$317 +2 +0.1%
SSC
543
Syverson Strege & Co
Iowa
$390K +$2.22K +14 +0.6%
MFAM
544
Motley Fool Asset Management
Virginia
$389K +$16.5K +104 +4%
Northwestern Mutual Wealth Management
545
Northwestern Mutual Wealth Management
Wisconsin
$383K -$46.1K -290 -11%
BFG
546
Bleakley Financial Group
New Jersey
$381K +$22.5K +142 +6%
SW
547
Simplicity Wealth
New Jersey
$381K +$381K +2,398 New
GT
548
Glenview Trust
Kentucky
$377K +$5.08K +32 +1%
AG
549
Ascent Group
Virginia
$376K -$41.6K -262 -10%
FFA
550
Florida Financial Advisors
Florida
$375K +$375K +2,364 New
20 21
22
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