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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 %
FFA
551
Farther Finance Advisors
California
$6.21K 51 -18 -26%
GWS
552
Glassman Wealth Services
Virginia
$5.96K 49 – –
SSB
553
Sandy Spring Bank
Maryland
$5.95K 49 – –
PWMG
554
Prestige Wealth Management Group
New Jersey
$5.72K 47 – –
WIM
555
Westside Investment Management
California
$5.11K 42 – –
EARNEST Partners
556
EARNEST Partners
Georgia
$4.99K 41 – –
JWA
557
JFS Wealth Advisors
Pennsylvania
$4.87K 40 +3 +8%
SC
558
Schubert & Co
Texas
$4.38K 36 +9 +33%
MFC
559
Mechanics Financial Corp
Ohio
$4.26K 35 – –
Commonwealth Equity Services
560
Commonwealth Equity Services
Massachusetts
$4.17K 34,293 +4,374 +15%
AWM
561
Avior Wealth Management
Nebraska
$4.14K 34 +34 New
WAS
562
Winch Advisory Services
Wisconsin
$4K 36 +1 +3%
MIFH
563
Migdal Insurance & Financial Holdings
Israel
$4K 32 +21 +191%
PGAM
564
Princeton Global Asset Management
New Jersey
$3.89K 32 – –
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$3.89K 32 – –
EI
566
Ellevest Inc
New York
$3.89K 32 +11 +52%
MCM
567
Manchester Capital Management
Vermont
$3.65K 30 – –
DCM
568
Davidson Capital Management
Texas
$3.65K 30 +7 +30%
RFG
569
RFP Financial Group
Georgia
$3.53K 29 +29 New
VCM
570
Versant Capital Management
Arizona
$3.41K 28 +15 +115%
PFBT
571
Parkside Financial Bank & Trust
Missouri
$3.16K 26 – –
NFSG
572
Newbridge Financial Services Group
Florida
$3.04K 25 +25 New
FHA
573
First Horizon Advisors
Tennessee
$3.04K 25 – –
CCM
574
Copeland Capital Management
Pennsylvania
$3K 24 – –
AA
575
AlphaMark Advisors
Kentucky
$3K 25 – –
21 22
23
24 25