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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 %
PIM
601
Plato Investment Management
Australia
$19.8K +$19.8K +196 New
ETC
602
Exchange Traded Concepts
Oklahoma
$19.6K -$11.1K -110 -36%
CJ
603
Caitlin John
Michigan
$19.1K +$19.1K +190 New
JFGIW
604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.2K +$18.2K +180 New
Loomis, Sayles & Company
605
Loomis, Sayles & Company
Massachusetts
$18K -$20.5K -200 -53%
CSWM
606
Cassady Schiller Wealth Management
Ohio
$16.7K – – –
ST
607
Smithfield Trust
Pennsylvania
$16K – – –
HGERS
608
Householder Group Estate & Retirement Specialist
Arizona
$16K – – –
CA
609
Clearstead Advisors
Ohio
$14.7K -$101K -1,000 -87%
RTL
610
Red Tortoise LLC
Georgia
$14.5K – – –
A
611
AlphaQuest
New York
$13.3K +$13.3K +132 New
EA
612
Evolution Advisers
Virginia
$13K +$13K +132 New
FDCP
613
Foster Dykema Cabot & Partners
Massachusetts
$12.3K +$12.3K +122 New
BWM
614
BKM Wealth Management
Wisconsin
$11.5K +$11.5K +114 New
GWS
615
Glassman Wealth Services
Virginia
$11.3K – – –
SA
616
Scarborough Advisors
Maryland
$11K +$11K +110 New
CTC
617
Cetera Trust Company
Minnesota
$10.5K +$10.5K +104 New
JWA
618
JFS Wealth Advisors
Pennsylvania
$10.3K +$404 +4 +4%
SSB
619
Sandy Spring Bank
Maryland
$9.87K – – –
PWMG
620
Private Wealth Management Group
New Jersey
$9.08K +$9.08K +90 New
GKIM
621
GW&K Investment Management
Massachusetts
$9K -$2K -20 -18%
WIM
622
Westside Investment Management
California
$8.48K – – –
T
623
Tidemark
California
$8.48K +$8.48K +84 New
MCM
624
Manchester Capital Management
Vermont
$8.27K – – –
AP
625
Advisors Preferred
Maryland
$8.13K -$2.64K -26 -25%
23 24
25
26 27