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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
526
Two Sigma Securities
New York
$468K +$20.6K +146 +5%
Northwestern Mutual Wealth Management
527
Northwestern Mutual Wealth Management
Wisconsin
$463K +$122K +866 +36%
PI
528
PFG Investments
New York
$456K -$84.7K -600 -16%
Rafferty Asset Management
529
Rafferty Asset Management
New York
$449K +$449K +3,178 New
DAS
530
Diversify Advisory Services
Utah
$447K -$84.2K -1,184 -16%
SC
531
Scotia Capital
Ontario, Canada
$447K +$134K +1,898 +43%
Lido Advisors
532
Lido Advisors
California
$446K +$13K +92 +3%
CPC
533
Consolidated Planning Corp
Georgia
$441K +$119K +840 +37%
IPW
534
Impact Partnership Wealth
Georgia
$439K +$221K +1,566 +102%
IP
535
Isthmus Partners
Wisconsin
$437K +$15K +106 +4%
IP
536
Ignite Planners
California
$437K +$4.48K +32 +1%
CIM
537
Cambria Investment Management
California
$435K -$109K -774 -20%
WA
538
Wambolt & Associates
Colorado
$434K – – –
JWM
539
Jeppson Wealth Management
California
$433K -$847 -6 -0.2%
CWS
540
Confluence Wealth Services
Pennsylvania
$426K -$14.1K -100 -3%
GWP
541
Gateway Wealth Partners
Wisconsin
$424K – – –
AOWM
542
Alpha Omega Wealth Management
Virginia
$419K -$4.24K -30 -1%
BBHC
543
Brown Brothers Harriman & Co
New York
$417K – – –
QCG
544
Quadrant Capital Group
Ohio
$414K +$43.5K +308 +12%
KeyBank National Association
545
KeyBank National Association
Ohio
$410K -$5.65K -40 -1%
SMA
546
Seven Mile Advisory
New Jersey
$409K +$3.11K +22 +0.8%
NRD
547
Nebula Research & Development
New York
$405K +$405K +2,868 New
CP
548
Creekside Partners
California
$404K +$404K +2,860 New
PA
549
Parallel Advisors
California
$402K +$17.2K +122 +4%
MOS
550
MGO One Seven
Ohio
$402K +$87.3K +618 +28%
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