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Williams-Sonoma
WSM

Overview Fund Activity

672 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 264 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+80
Holders Change %
+13.51%
% of All Funds
9.85%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
264
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$127M
2
Invesco
Invesco
Georgia
+$53.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
4
Truist Financial
Truist Financial
North Carolina
+$27.2M
5
Millennium Management
Millennium Management
New York
+$23.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.2M
3
SCM
Steadfast Capital Management
New York
-$58.1M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$56.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
551
Fifth Third Bancorp
Ohio
$113K +$605 +6 +0.5%
NICM
552
Neo Ivy Capital Management
New York
$113K +$113K +1,124 New
GI
553
GAMMA Investing
California
$109K +$109K +1,126 New
FCA
554
FinTrust Capital Advisors
South Carolina
$105K +$9.08K +90 +9%
CFGS
555
Concourse Financial Group Securities
Alabama
$101K -$67.4K -668 -40%
CT
556
Colonial Trust
South Carolina
$98.7K -$59.7K -592 -38%
JWM
557
Janiczek Wealth Management
Colorado
$96.9K +$3.63K +36 +4%
PS
558
Planned Solutions
California
$96.9K +$96.9K +960 New
AF
559
Advisornet Financial
Minnesota
$95.4K +$1.01K +10 +1%
CT
560
Clearstead Trust
Maine
$94.6K – – –
NL
561
NVWM LLC
Pennsylvania
$85.8K – – –
Amundi
562
Amundi
France
$85K -$5.82M -57,824 -99%
CAL
563
Capital Advisors Ltd
Ohio
$82K – – –
ADL
564
Asset Dedication LLC
California
$81K – – –
DIP
565
DT Investment Partners
Pennsylvania
$80.2K – – –
WT
566
Whittier Trust
California
$69K -$26K -258 -27%
HNB
567
Huntington National Bank
Ohio
$65K +$1.21K +12 +2%
BTI
568
Blue Trust Inc
Georgia
$64K +$13.5K +172 +27%
EWM
569
Evermay Wealth Management
Virginia
$60.5K +$60.5K +600 New
QC
570
Quent Capital
New York
$60.4K +$13.1K +130 +28%
HIA
571
Harbor Investment Advisory
Maryland
$60.1K – – –
BC
572
Bartlett & Co
Ohio
$59K – – –
BCWM
573
Bartlett & Co Wealth Management
Ohio
$58.8K – – –
PMFA
574
Plante Moran Financial Advisors
Michigan
$57.3K – – –
AIM
575
Anchor Investment Management
South Carolina
$55.6K +$2.02K +20 +4%
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