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Williams-Sonoma
WSM

Overview Fund Activity

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$168M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$84.8M
3
SCM
3
Steadfast Capital Management
New York
$50.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29.8M
5
Millennium Management
5
Millennium Management
New York
$60.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$19.2M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$405M
3
HMP
3
HS Management Partners
New York
$94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$545K
5
Barclays
5
Barclays
United Kingdom
$7.69M
Name Market Value Shares Shares
Change 		Shares
Change %
TWD
601
True Wealth Design
Ohio
$244 2 +1 +100%
TWP
602
TFO Wealth Partners
Ohio
$122 1 -63 -98%
GI
603
Gradient Investments
Minnesota
$122 1 – –
Parallax Volatility Advisers
604
Parallax Volatility Advisers
California
– – -144,760 Closed
AM
605
AGF Management
Ontario, Canada
– – -60,000 Closed
GMA
606
Glassy Mountain Advisors
Maryland
– – -32,424 Closed
ECM
607
ExodusPoint Capital Management
New York
– – -30,583 Closed
HAI
608
Hennessy Advisors Inc
California
– – -17,500 Closed
DZ Bank
609
DZ Bank
Germany
– – -16,738 Closed
PI
610
PFS Investments
Georgia
– – -15,936 Closed
DA
611
Duality Advisers
Florida
– – -15,668 Closed
AAM
612
Arabesque Asset Management
United Kingdom
– – -15,580 Closed
Sumitomo Mitsui Trust Group
613
Sumitomo Mitsui Trust Group
Japan
– – -14,289 Closed
Bank of Nova Scotia
614
Bank of Nova Scotia
Ontario, Canada
– – -12,404 Closed
IPGDR
615
Investidor Profissional Gestao de Recursos
Brazil
– – -11,449 Closed
EC
616
Estate Counselors
Wisconsin
– – -9,495 Closed
TCM
617
Teza Capital Management
Illinois
– – -9,008 Closed
CP
618
Cumberland Partners
Ontario, Canada
– – -8,825 Closed
SEC
619
Seven Eight Capital
New York
– – -7,773 Closed
HCM
620
Hodges Capital Management
Texas
– – -7,505 Closed
LIM
621
Leavell Investment Management
Alabama
– – -6,791 Closed
Canada Pension Plan Investment Board
622
Canada Pension Plan Investment Board
Ontario, Canada
– – -6,241 Closed
EGM
623
Engineers Gate Manager
New York
– – -4,782 Closed
BC
624
Bridgefront Capital
Texas
– – -4,671 Closed
QC
625
Quadrature Capital
United Kingdom
– – -4,547 Closed
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