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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
$72.2M
3
Capital Research Global Investors
Capital Research Global Investors
California
$566M
4
CCMG
Clark Capital Management Group
Pennsylvania
$70.3M
5
Norges Bank
Norges Bank
Norway
$101M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$5.76M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.94M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
576
Lee Financial
Texas
$2.18K – – –
GI
577
Gradient Investments
Minnesota
$2.02K – – –
CAL
578
Capital Analysts LLC
Pennsylvania
$2K +$2K +20 New
PCA
579
Providence Capital Advisors
North Carolina
$1.71K +$1.71K +22 New
AWM
580
Atticus Wealth Management
Florida
$1.6K – – –
TFA
581
Toth Financial Advisory
Virginia
$1.55K – – –
SCA
582
Stonebridge Capital Advisors
Minnesota
$1.55K +$1.55K +20 New
WT
583
Washington Trust
Rhode Island
$1.24K -$311 -4 -20%
CFS
584
CGC Financial Services
Oregon
$777 – – –
IHWM
585
Iron Horse Wealth Management
Iowa
$777 +$777 +10 New
AWM
586
Abound Wealth Management
Tennessee
$642 – – –
TWP
587
TFO Wealth Partners
Ohio
$626 +$501 +8 +400%
MIM
588
Macroview Investment Management
Maryland
$622 +$622 +8 New
CA
589
Crewe Advisors
Utah
$467 +$156 +2 +50%
HCP
590
Hexagon Capital Partners
Arkansas
$466 -$155 -2 -25%
TWD
591
True Wealth Design
Ohio
$311 – – –
NCM
592
Northwest Capital Management
Oregon
$169 – – –
Point72 Asset Management
593
Point72 Asset Management
Connecticut
– -$57.8M -923,350 Closed
Renaissance Technologies
594
Renaissance Technologies
New York
– -$31.5M -503,400 Closed
VIA
595
Vident Investment Advisory
Georgia
– -$11M -175,724 Closed
WCM
596
Woodson Capital Management
Connecticut
– -$10M -160,000 Closed
HF
597
HRT Financial
New York
– -$4.23M -67,540 Closed
JAM
598
Jupiter Asset Management
United Kingdom
– -$2.61M -41,660 Closed
HSA
599
Hussman Strategic Advisors
Maryland
– -$2.6M -41,600 Closed
YIH
600
Y-Intercept (HK)
Hong Kong
– -$2.59M -41,472 Closed
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