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Williams-Sonoma
WSM

Overview Fund Activity

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$969M
2
Holocene Advisors
Holocene Advisors
New York
$56.5M
3
Jane Street
Jane Street
New York
$29.6M
4
CCM
Candlestick Capital Management
Connecticut
$18.8M
5
MWM
Modera Wealth Management
New Jersey
$14.5M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
Goldman Sachs
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
551
Davidson Capital Management
Texas
$3.88K +$125 +2 +3%
KFI
552
Key Financial Inc
Pennsylvania
$3.88K +$3.88K +62 New
FMII
553
Farmers & Merchants Investments Inc
Nebraska
$3.75K -$250 -4 -6%
FHA
554
First Horizon Advisors
Tennessee
$3.13K – – –
CCM
555
Copeland Capital Management
Pennsylvania
$3K – – –
PFBT
556
Parkside Financial Bank & Trust
Missouri
$2.88K -$376 -6 -12%
MFT
557
Moisand Fitzgerald Tamayo
Florida
$2.88K – – –
VCM
558
Versant Capital Management
Arizona
$2.25K -$1.25K -20 -36%
CP
559
Castleview Partners
Texas
$2.25K – – –
MIFH
560
Migdal Insurance & Financial Holdings
Israel
$2K -$2.27K -34 -53%
HI
561
Harbour Investments
Wisconsin
$1.88K +$1.13K +18 +150%
LF
562
Lee Financial
Texas
$1.75K – – –
SIC
563
SJS Investment Consulting
Ohio
$1.63K -$125 -2 -7%
GI
564
Gradient Investments
Minnesota
$1.63K +$1.5K +24 +1,200%
CCP
565
Cunning Capital Partners
North Carolina
$1.5K -$1.46M -24,000 Closed
DI
566
Disciplined Investments
Oklahoma
$1.5K +$626 +10 +71%
AWM
567
Atticus Wealth Management
Florida
$1.28K – – –
TFA
568
Toth Financial Advisory
Virginia
$1.25K – – –
WT
569
Washington Trust
Rhode Island
$1.25K – – –
VCM
570
Vigilant Capital Management
Maine
$1K – – –
CFS
571
CGC Financial Services
Oregon
$626 +$626 +10 New
2L
572
25 LLC
Missouri
$520 – – –
AWM
573
Abound Wealth Management
Tennessee
$514 – – –
HCP
574
Hexagon Capital Partners
Arkansas
$501 +$125 +2 +33%
BWA
575
BDO Wealth Advisors
Florida
$376 – – –
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