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Williams-Sonoma
WSM

Overview Fund Activity

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
BlackRock
New York
+$280M
2
First Trust Advisors
First Trust Advisors
Illinois
+$259M
3
Invesco
Invesco
Georgia
+$234M
4
State Street
State Street
Massachusetts
+$106M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$63.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$508M
2
Charles Schwab
Charles Schwab
California
-$321M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
4
Morgan Stanley
Morgan Stanley
New York
-$211M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
576
Hyperion Capital Advisors
New York
$321K +$321K +2,020 New
BCM
577
BTC Capital Management
Iowa
$319K +$319K +2,010 New
OAM
578
Oxford Asset Management
United Kingdom
$319K +$319K +2,010 New
OR
579
Olympiad Research
Connecticut
$319K -$213K -1,340 -40%
RC
580
RBF Capital
California
$318K – – –
SC
581
Sapient Capital
Indiana
$318K – – –
ITIM
582
Indiana Trust & Investment Management
Indiana
$318K – – –
IMCOOI
583
Investment Management Corp of Ontario (IMCO)
Canada
$318K +$318K +2,000 New
IIM
584
INTECH Investment Management
Florida
$314K +$314K +1,976 New
TCMP
585
Thrive Capital Management (Pennsylvania)
Pennsylvania
$310K +$310K +1,954 New
CCG
586
Catalina Capital Group
California
$309K +$309K +1,944 New
RAM
587
Roanoke Asset Management
New Jersey
$302K +$302K +1,900 New
Luther King Capital Management (LKCM)
588
Luther King Capital Management (LKCM)
Texas
$302K +$302K +1,902 New
BFEC
589
Benjamin F. Edwards & Company
Missouri
$299K -$51.1K -322 -15%
APG
590
Abacus Planning Group
South Carolina
$297K -$24.8K -156 -8%
HNW
591
High Note Wealth
Minnesota
$297K +$297K +1,870 New
IB
592
Intrust Bank
Kansas
$293K -$34.3K -216 -10%
GWM
593
Geneos Wealth Management
Colorado
$291K – – –
CP
594
Canopy Partners
Ohio
$291K +$291K +1,832 New
SWM
595
Silverlake Wealth Management
Vermont
$286K +$286K +1,800 New
UM
596
UniSuper Management
Australia
$286K +$286K +1,800 New
TIA
597
Tiemann Investment Advisors
California
$279K +$279K +1,760 New
AWM
598
Avior Wealth Management
Nebraska
$276K +$276K +1,738 New
CWM
599
Cahaba Wealth Management
Georgia
$275K +$275K +1,732 New
IF
600
Intrua Financial
Texas
$275K +$275K +1,732 New
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