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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
601
Astoria Portfolio Advisors
New York
$288K -$36.1K -256 -11%
HCA
602
Hyperion Capital Advisors
New York
$285K – – –
SB
603
Strategic Blueprint
Georgia
$283K -$14.4K -102 -5%
SC
604
Sapient Capital
Indiana
$282K – – –
ITIM
605
Indiana Trust & Investment Management
Indiana
$282K – – –
RC
606
RBF Capital
California
$282K – – –
Luther King Capital Management (LKCM)
607
Luther King Capital Management (LKCM)
Texas
$280K +$11K +78 +4%
PCM
608
Prelude Capital Management
New York
$276K -$41.8K -296 -13%
CCG
609
Catalina Capital Group
California
$274K -$565 -4 -0.2%
Arrowstreet Capital
610
Arrowstreet Capital
Massachusetts
$273K -$32.8M -232,732 -99%
OCBCO
611
Oversea-Chinese Banking Corp (OCBC)
Singapore
$271K +$271K +1,916 New
RAM
612
Roanoke Asset Management
New Jersey
$268K – – –
APG
613
Abacus Planning Group
South Carolina
$266K +$1.69K +12 +0.6%
IPAM
614
Investment Partners Asset Management
New Jersey
$266K -$22.6K -160 -8%
HNW
615
High Note Wealth
Minnesota
$264K – – –
LFG
616
Larson Financial Group
Missouri
$261K -$30.2K -214 -10%
EAM
617
Empirical Asset Management
Massachusetts
$259K +$35K +248 +16%
GWM
618
Geneos Wealth Management
Colorado
$259K – – –
PCS
619
Private Client Services
Kentucky
$258K +$258K +1,826 New
SWM
620
Silverlake Wealth Management
Vermont
$254K – – –
MAM
621
Martingale Asset Management
Massachusetts
$254K -$2.1M -14,908 -89%
AWS
622
Atria Wealth Solutions
New York
$253K -$53.9K -382 -18%
FRA
623
Frank Rimerman Advisors
California
$253K +$253K +1,790 New
OR
624
Olympiad Research
Connecticut
$252K -$31.3K -222 -11%
IB
625
Intrust Bank
Kansas
$250K -$10.2K -72 -4%
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