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Williams-Sonoma
WSM

Overview Fund Activity

608 hedge funds and large institutions have $7.77B invested in Williams-Sonoma in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 196 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
10.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
77
Increased
244
Reduced
196
Closed
78
Calls
$103M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
+$2.39M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$788M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$42.3M
3
Ameriprise
Ameriprise
Minnesota
$73.1M
4
Morgan Stanley
Morgan Stanley
New York
$76.6M
5
Coatue Management
Coatue Management
New York
$35M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$514M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$22.3M
3
Aristotle Capital Management
Aristotle Capital Management
California
$515M
4
BlackRock
BlackRock
New York
$709M
5
Bank of America
Bank of America
North Carolina
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
626
King Wealth Management Group
Florida
– -$435K -6,000 Closed
Asset Management One
627
Asset Management One
Japan
– -$431K -5,946 Closed
GLA
628
Great Lakes Advisors
Illinois
– -$421K -5,812 Closed
RFC
629
Regions Financial Corp
Alabama
– -$411K -5,660 Closed
HSBC Holdings
630
HSBC Holdings
United Kingdom
– -$403K -5,560 Closed
VI
631
Versor Investments
New York
– -$400K -5,516 Closed
BAM
632
Blueshift Asset Management
New Jersey
– -$365K -5,040 Closed
SM
633
SG3 Management
Puerto Rico
– -$363K -5,000 Closed
Cetera Investment Advisers
634
Cetera Investment Advisers
Illinois
– -$307K -4,230 Closed
OWA
635
One Wealth Advisors
California
– -$302K -4,172 Closed
EWM
636
Empirical Wealth Management
Washington
– -$292K -4,018 Closed
CC
637
Corton Capital
Ontario, Canada
– -$287K -3,956 Closed
CT
638
Chicago Trust
Illinois
– -$276K -3,804 Closed
SSA
639
Schonfeld Strategic Advisors
New York
– -$270K -3,726 Closed
NL
640
Navalign LLC
California
– -$245K -3,636 Closed
VDI
641
Vaughan David Investments
Illinois
– -$261K -3,600 Closed
EFI
642
EHP Funds Inc
Canada
– -$261K -3,600 Closed
XT
643
XTX Topco
Cayman Islands
– -$259K -3,578 Closed
Impax Asset Management Group
644
Impax Asset Management Group
United Kingdom
– -$258K -3,562 Closed
B
645
Bailard
California
– -$255K -3,516 Closed
AAS
646
Avantax Advisory Services
Texas
– -$248K -3,430 Closed
CCP
647
Corient Capital Partners
California
– -$247K -3,402 Closed
TCBWMS
648
Texas Capital Bank Wealth Management Services
Texas
– -$244K -3,366 Closed
ASN
649
Advisory Services Network
Georgia
– -$241K -3,326 Closed
ONB
650
Old National Bancorp
Indiana
– -$235K -3,240 Closed
24 25
26
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