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Williams-Sonoma
WSM

Overview Fund Activity

592 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.44%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
80
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
Leonard Green & Partners
California
+$499M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$71.1M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$48.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$43.8M
5
Norges Bank
Norges Bank
Norway
+$29.4M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
-$68M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$57.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$47.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
551
City State Bank
Iowa
$9K – – –
FDCC
552
Foster Dykema Cabot & Co
Massachusetts
$9K – – –
GKIM
553
GW&K Investment Management
Massachusetts
$9K +$9K +110 New
GWS
554
Glassman Wealth Services
Virginia
$8.7K – – –
AP
555
Advisors Preferred
Maryland
$8.17K -$7.56K -98 -48%
SFG
556
Steward Financial Group
Texas
$8K +$8K +108 New
JWA
557
JFS Wealth Advisors
Pennsylvania
$7.62K +$1.4K +18 +23%
SSB
558
Sandy Spring Bank
Maryland
$7.6K – – –
DCM
559
Davidson Capital Management
Texas
$7.15K +$2.33K +30 +48%
WIM
560
Westside Investment Management
California
$6.53K – – –
MCM
561
Manchester Capital Management
Vermont
$6.37K -$311 -4 -5%
EARNEST Partners
562
EARNEST Partners
Georgia
$6.37K – – –
AAP
563
Arax Advisory Partners
Colorado
$5.94K – – –
MFC
564
Mechanics Financial Corp
Ohio
$5.44K – – –
WAS
565
Winch Advisory Services
Wisconsin
$5K – – –
PGAM
566
Princeton Global Asset Management
New Jersey
$4.97K – – –
KFI
567
Key Financial Inc
Pennsylvania
$4.82K – – –
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$4.04K -$622 -8 -13%
CCM
569
Copeland Capital Management
Pennsylvania
$3.73K – – –
MFT
570
Moisand Fitzgerald Tamayo
Florida
$3.58K – – –
PFBT
571
Parkside Financial Bank & Trust
Missouri
$2.8K -$777 -10 -22%
CP
572
Castleview Partners
Texas
$2.8K – – –
VCM
573
Versant Capital Management
Arizona
$2.8K – – –
SIC
574
SJS Investment Consulting
Ohio
$2.64K +$622 +8 +31%
HI
575
Harbour Investments
Wisconsin
$2.33K – – –
21 22
23
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