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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 %
DWMG
576
DB Wealth Management Group
California
$55.5K – – –
HFM
577
Harvest Fund Management
China
$53K +$53K +526 New
HMS
578
Hanseatic Management Services
New Mexico
$49.2K +$49.2K +488 New
RFS
579
Richardson Financial Services
Massachusetts
$47.6K +$47.6K +472 New
LC
580
Lindbrook Capital
California
$46.6K +$10.9K +108 +31%
FHA
581
First Horizon Advisors
Tennessee
$46.4K – – –
BWL
582
Bogart Wealth LLC
Virginia
$40.4K – – –
RL
583
Rogco LP
Oklahoma
$35.1K -$4.44K -44 -11%
AF
584
Allworth Financial
California
$34.8K +$5.05K +50 +17%
C
585
Covestor
United Kingdom
$30K -$2.98K -30 -9%
FFA
586
Farther Finance Advisors
California
$29.9K +$2.62K +26 +10%
DGAM
587
Desjardins Global Asset Management
Quebec, Canada
$27.8K +$605 +6 +2%
WTC
588
WhitTier Trust Company
Nevada
$27.4K -$605 -6 -2%
BIA
589
Bell Investment Advisors
California
$27K +$3.63K +36 +16%
MA
590
MCF Advisors
Kentucky
$25.2K +$25.2K +250 New
TWM
591
Tradition Wealth Management
Minnesota
$25K +$5.99K +58 +32%
HGA
592
Hobbs Group Advisors
South Carolina
$23.6K +$23.6K +234 New
NFSG
593
Newbridge Financial Services Group
Florida
$23.4K +$202 +2 +0.9%
GXJ
594
Global X Japan
Japan
$23.2K +$23.2K +230 New
MHR
595
Matthew Hamilton Rosenberg
$22K – – –
Bessemer Group
596
Bessemer Group
New Jersey
$21K -$8.97K -88 -30%
FRA
597
Front Row Advisors
California
$20.2K -$17K -168 -46%
HPC
598
HM Payson & Co
Maine
$20.2K – – –
SN
599
Sittner & Nelson
Oregon
$20.2K – – –
SWS
600
SYSTM Wealth Solutions
Illinois
$20.2K +$20.2K +200 New
22 23
24
25 26