WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$969M
2
Holocene Advisors
2
Holocene Advisors
New York
$56.5M
3
Jane Street
3
Jane Street
New York
$29.6M
4
CCM
4
Candlestick Capital Management
Connecticut
$18.8M
5
MWM
5
Modera Wealth Management
New Jersey
$14.5M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
3
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
626
World Equity Group
Illinois
– -$1.09M -5,752 Closed
BCM
627
BTC Capital Management
Iowa
– -$322K -5,320 Closed
CSS
628
Cubist Systematic Strategies
Connecticut
– -$308K -5,068 Closed
CC
629
Corton Capital
Ontario, Canada
– -$307K -5,046 Closed
FDS
630
First Dallas Securities
Texas
– -$297K -4,890 Closed
CP
631
CenterBook Partners
Connecticut
– -$292K -4,800 Closed
CCM
632
CAAS Capital Management
New York
– -$280K -4,600 Closed
P
633
Pitcairn
Pennsylvania
– -$276K -4,544 Closed
DU
634
Delphia (USA)
Ontario, Canada
– -$275K -4,524 Closed
FA
635
FDx Advisors
Illinois
– -$260K -4,522 Closed
PA
636
Pinnacle Associates
New York
– -$253K -4,166 Closed
EA
637
Emerald Advisers
Pennsylvania
– -$239K -3,930 Closed
ECM
638
Evergreen Capital Management
Washington
– -$228K -3,742 Closed
JGC
639
J. Goldman & Co
New York
– -$224K -3,676 Closed
JWM
640
Jeppson Wealth Management
California
– -$222K -3,652 Closed
Asset Management One
641
Asset Management One
Japan
– -$203K -3,336 Closed
I
642
InceptionR
California
– -$200K -3,294 Closed
BAM
643
Belpointe Asset Management
Nevada
– -$193K -3,174 Closed
SSC
644
Syverson Strege & Co
Iowa
– -$139K -2,288 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
645
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$98.9K -1,626 Closed
IAIM
646
Industrial Alliance Investment Management
Quebec, Canada
– -$65K -1,074 Closed
ASN
647
Advisory Services Network
Georgia
– -$51.3K -844 Closed
OCM
648
Orion Capital Management
California
– -$46K -756 Closed
KBC Group
649
KBC Group
Belgium
– -$41K -682 Closed
TCWA
650
Ten Capital Wealth Advisors
Washington
– -$24.9K -410 Closed
23 24 25
26
27