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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 %
APG
601
Abacus Planning Group
South Carolina
$298K +$5.73K +37 +2%
GWM
602
Geneos Wealth Management
Colorado
$295K +$10.7K +69 +4%
RAM
603
Roanoke Asset Management
New Jersey
$294K – – –
HNW
604
High Note Wealth
Minnesota
$290K +$310 +2 +0.1%
LTAS
605
Linden Thomas Advisory Services
North Carolina
$286K +$18.1K +117 +7%
PCMH
606
Polymer Capital Management (HK)
Hong Kong
$279K +$279K +1,800 New
GT
607
Glenview Trust
Kentucky
$276K -$79K -510 -22%
KCM
608
Kathmere Capital Management
Pennsylvania
$275K -$97.4K -629 -26%
IB
609
Intrust Bank
Kansas
$274K -$620 -4 -0.2%
TIA
610
Tiemann Investment Advisors
California
$273K – – –
TSS
611
Two Sigma Securities
New York
$271K -$242K -1,562 -47%
FWTB
612
First Western Trust Bank
Colorado
$270K +$45.9K +296 +20%
APA
613
Astoria Portfolio Advisors
New York
$268K -$27.1K -188 -9%
PWM
614
Paulson Wealth Management
Illinois
$267K +$1.39K +9 +0.5%
IPAM
615
Investment Partners Asset Management
New Jersey
$267K -$24.6K -159 -8%
ACA
616
Aptus Capital Advisors
Alabama
$267K +$267K +1,721 New
Capital World Investors
617
Capital World Investors
California
$266K – – –
GI
618
GAMMA Investing
California
$265K +$20.8K +134 +8%
IC
619
Inscription Capital
Texas
$261K +$261K +1,685 New
Jones Financial Companies
620
Jones Financial Companies
Missouri
$260K +$185K +1,197 +246%
RFC
621
Regions Financial Corp
Alabama
$257K – – –
GCM
622
Gallacher Capital Management
Colorado
$256K -$101K -649 -28%
EI
623
EDMP Inc
Florida
$256K – – –
CGL
624
Clarius Group LLC
Washington
$252K +$1.08K +7 +0.4%
TWC
625
TD Waterhouse Canada
Ontario, Canada
$251K -$76.1K -504 -23%
23 24
25
26 27