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Williams-Sonoma
WSM

Overview Fund Activity

613 hedge funds and large institutions have $7.96B invested in Williams-Sonoma in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 214 increasing their positions, 238 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+5
Holders Change %
+0.82%
% of All Funds
10.6%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
73
Increased
214
Reduced
238
Closed
58
Calls
$213M
Puts
$310M
Net Calls
-$96.3M
Net Calls Change
-$66.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$127M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$124M
3
AQR Capital Management
AQR Capital Management
Connecticut
$75.8M
4
JAM
Jupiter Asset Management
United Kingdom
$20.1M
5
Barclays
Barclays
United Kingdom
$26.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$34.5M
2
HMP
HS Management Partners
New York
$132M
3
Capital Research Global Investors
Capital Research Global Investors
California
$483M
4
Coatue Management
Coatue Management
New York
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
576
EARNEST Partners
Georgia
$5K – – –
SC
577
Schubert & Co
Texas
$5K +$1.36K +24 +38%
PGAM
578
Princeton Global Asset Management
New Jersey
$4K -$234K -3,750 -98%
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$4K -$9.2K -138 -70%
WAS
580
Winch Advisory Services
Wisconsin
$4K – – –
RCM
581
Raleigh Capital Management
North Carolina
$4K +$4K +62 New
Bank of Montreal
582
Bank of Montreal
Ontario, Canada
$3.85K -$310 -5,008 -7%
Bessemer Group
583
Bessemer Group
New Jersey
$3K -$248K -3,632 -99%
AA
584
AlphaMark Advisors
Kentucky
$3K – – –
Loomis, Sayles & Company
585
Loomis, Sayles & Company
Massachusetts
$3K +$1K +18 +50%
PFBT
586
Parkside Financial Bank & Trust
Missouri
$3K +$1.07K +20 +56%
CP
587
Castleview Partners
Texas
$2K -$31.3K -564 -94%
AWM
588
Atticus Wealth Management
Florida
$2K – – –
First Manhattan
589
First Manhattan
New York
$2K – – –
VCM
590
Versant Capital Management
Arizona
$2K – – –
DI
591
Disciplined Investments
Oklahoma
$2K +$1.13K +18 +129%
SIC
592
SJS Investment Consulting
Ohio
$2K +$2K +28 New
MFC
593
Mechanics Financial Corp
Ohio
$2K +$2K +30 New
MIFH
594
Migdal Insurance & Financial Holdings
Israel
$2K +$2K +32 New
Toronto Dominion Bank
595
Toronto Dominion Bank
Ontario, Canada
$2K +$2K +40 New
PI
596
PFS Investments
Georgia
$1.68K -$641 -10,874 -28%
SWA
597
Sutton Wealth Advisors
Florida
$1.3K +$118 +2 +10%
AAP
598
Arax Advisory Partners
Colorado
$1K -$1K -14 -50%
WT
599
Washington Trust
Rhode Island
$1K -$200 -4 -17%
BBPWM
600
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
22 23
24
25 26