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Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
576
Northwestern Mutual Wealth Management
Wisconsin
$343K -$164K -1,061 -32%
CP
577
Canopy Partners
Ohio
$340K -$6.35K -41 -2%
R
578
Rebalance
California
$338K – – –
TCM
579
Teza Capital Management
Illinois
$337K +$337K +2,176 New
KB
580
Kimelman & Baird
New York
$332K – – –
Luther King Capital Management (LKCM)
581
Luther King Capital Management (LKCM)
Texas
$330K +$22.9K +148 +7%
BAAM
582
Baker Avenue Asset Management
California
$326K +$326K +2,105 New
DWA
583
Dorsey Wright & Associates
California
$323K -$931 -6 -0.3%
LFG
584
Larson Financial Group
Missouri
$318K +$31.6K +204 +11%
Focus Partners Wealth
585
Focus Partners Wealth
Massachusetts
$317K -$1.49M -9,596 -82%
Walleye Capital
586
Walleye Capital
New York
$314K +$160K +1,036 +104%
HCA
587
Hyperion Capital Advisors
New York
$313K – – –
NP
588
NorthRock Partners
Minnesota
$313K -$25.6K -165 -8%
CCG
589
Catalina Capital Group
California
$312K +$11K +71 +4%
GWP
590
Gateway Wealth Partners
Wisconsin
$310K -$155K -1,000 -33%
SC
591
Sapient Capital
Indiana
$310K – – –
ITIM
592
Indiana Trust & Investment Management
Indiana
$310K – – –
RC
593
RBF Capital
California
$310K – – –
AWM
594
AE Wealth Management
Kansas
$308K +$308K +1,989 New
BIP
595
Blue Investment Partners
California
$304K -$58.1K -375 -16%
PCM
596
Prelude Capital Management
New York
$304K +$465 +3 +0.2%
PTC
597
Private Trust Company
Ohio
$304K +$60.9K +393 +25%
Fifth Third Bancorp
598
Fifth Third Bancorp
Ohio
$304K +$44.3K +286 +17%
AAA
599
American Alpha Advisors
New York
$303K +$303K +1,957 New
SPC
600
Sigma Planning Corp
Michigan
$300K -$53.3K -344 -15%
22 23
24
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