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

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
3
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
576
Horizon Investments
North Carolina
$373 +$373 +6 New
FGAM
577
Financial Gravity Asset Management
Texas
$323 +$323 +250 New
TWD
578
True Wealth Design
Ohio
$251 – – –
CA
579
Crewe Advisors
Utah
$251 +$251 +4 New
IFAM
580
Institutional & Family Asset Management
Colorado
$250 +$250 +4 New
NCM
581
Northwest Capital Management
Oregon
$135 +$135 +2 New
TWP
582
TFO Wealth Partners
Ohio
$125 – – –
IPW
583
Impact Partnership Wealth
Georgia
$125 +$125 +2 New
BCM
584
Bridgeway Capital Management
Texas
– -$6.95M -114,200 Closed
WP
585
Woodline Partners
California
– -$3.88M -63,706 Closed
Natixis Advisors
586
Natixis Advisors
Massachusetts
– -$3.78M -62,178 Closed
AWCI
587
Alpine Woods Capital Investors
New York
– -$3.67M -60,298 Closed
ARAM
588
Ardmore Road Asset Management
New York
– -$3.65M -60,000 Closed
JPMPWA
589
J.P. Morgan Private Wealth Advisors
California
– -$3.49M -57,320 Closed
TI
590
Trexquant Investment
Connecticut
– -$3.32M -54,504 Closed
RCM
591
Radnor Capital Management
Pennsylvania
– -$3.07M -50,446 Closed
EAM
592
EFG Asset Management
Oregon
– -$3.06M -50,256 Closed
CCM
593
Cinctive Capital Management
New York
– -$2.83M -46,568 Closed
WBC
594
Westpac Banking Corp
Australia
– -$2.81M -46,256 Closed
BNP Paribas Asset Management
595
BNP Paribas Asset Management
France
– -$2.53M -41,512 Closed
GIA
596
Gateway Investment Advisers
Ohio
– -$2.33M -38,346 Closed
ACM
597
Aquatic Capital Management
Illinois
– -$2.04M -33,600 Closed
Squarepoint
598
Squarepoint
New York
– -$1.84M -30,302 Closed
6C
599
6elm Capital
New York
– -$1.81M -29,680 Closed
EAMA
600
EFG Asset Management (Americas)
Florida
– -$1.68M -27,570 Closed
22 23
24
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