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Williams-Sonoma
WSM

Overview Fund Activity

554 hedge funds and large institutions have $12.7B invested in Williams-Sonoma in 2021 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 153 increasing their positions, 222 reducing their positions, and 62 closing their positions.

Holders
554
Holders Change
+45
Holders Change %
+8.84%
% of All Funds
9.76%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
112
Increased
153
Reduced
222
Closed
62
Calls
$130M
Puts
$441M
Net Calls
-$311M
Net Calls Change
-$313M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.31B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$103M
3
DZ Bank
3
DZ Bank
Germany
$73.3M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$62.8M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$54.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$871M
2
HMP
2
HS Management Partners
New York
$160M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.26B
4
Boston Partners
4
Boston Partners
Massachusetts
$104M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$36M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
601
Steward Partners Investment Advisory
New York
– – -284 Closed
BWL
602
Bogart Wealth LLC
Virginia
– – -200 Closed
AIL
603
AGF Investments LLC
Ontario, Canada
– – -188 Closed
PWPS
604
Pinnacle Wealth Planning Services
Ohio
– – -140 Closed
VCG
605
Vantage Consulting Group
Virginia
– – -75 Closed
CAAS
606
Capital Asset Advisory Services
Michigan
– – -68 Closed
GI
607
Gradient Investments
Minnesota
– – -38 Closed
ABC
608
Associated Banc-Corp
Wisconsin
– – -34 Closed
ICP
609
Interchange Capital Partners
Pennsylvania
– – -26 Closed
BSSFA
610
Baron Silver Stevens Financial Advisors
Florida
– – -25 Closed
NSB
611
Norway Savings Bank
Maine
– – -22 Closed
RPWA
612
Regent Peak Wealth Advisors
Georgia
– – -18 Closed
CAM
613
Costello Asset Management
Pennsylvania
– – -16 Closed
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
– – -9 Closed
TF
615
Tompkins Financial
New York
– – -9 Closed
TPWA
616
TRUE Private Wealth Advisors
Oregon
– – -5 Closed
OIM
617
Oder Investment Management
California
– – -2 Closed
CM
618
Caption Management
Oklahoma
– – – –
BCM
619
Bluefin Capital Management
New York
– – – –
MTIM
620
Marathon Trading Investment Management
Pennsylvania
– – – –
IM
621
Islet Management
New York
– – – –
WMSA
622
Weiss Multi-Strategy Advisers
New York
– – – –
Nomura Holdings
623
Nomura Holdings
Japan
– – – –
PI
624
PEAK6 Investments
Illinois
– – – –
CAM
625
Connacht Asset Management
New York
– – – –
22 23 24
25
26