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Williams-Sonoma
WSM

Overview Fund Activity

592 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.44%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
80
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
Leonard Green & Partners
California
$499M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$72.2M
3
Capital Research Global Investors
Capital Research Global Investors
California
$566M
4
CCMG
Clark Capital Management Group
Pennsylvania
$70.3M
5
Norges Bank
Norges Bank
Norway
$101M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$5.76M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.94M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRD
626
Nebula Research & Development
New York
– -$344K -5,496 Closed
OR
627
Olympiad Research
Connecticut
– -$333K -5,322 Closed
V
628
Veritable
Delaware
– -$300K -4,798 Closed
IFU
629
iSAM Funds (UK)
United Kingdom
– -$297K -4,746 Closed
CW
630
CreativeOne Wealth
Kansas
– -$295K -4,712 Closed
CP
631
Covenant Partners
Tennessee
– -$286K -4,574 Closed
CP
632
Camelot Portfolios
Ohio
– -$276K -4,406 Closed
EWA
633
Exencial Wealth Advisors
Oklahoma
– -$275K -4,390 Closed
LWAM
634
Legacy Wealth Asset Management
Minnesota
– -$262K -4,188 Closed
AG
635
AIA Group
Hong Kong
– -$241K -3,850 Closed
APWM
636
Argonautica Private Wealth Management
Massachusetts
– -$240K -3,834 Closed
OTL
637
Oak Thistle LLC
New York
– -$238K -3,800 Closed
IB
638
Intrust Bank
Kansas
– -$237K -3,794 Closed
FRM
639
Fox Run Management
Connecticut
– -$231K -3,686 Closed
Bank of Nova Scotia
640
Bank of Nova Scotia
Ontario, Canada
– -$223K -3,564 Closed
Verition Fund Management
641
Verition Fund Management
Connecticut
– -$222K -3,554 Closed
PRC
642
Pearl River Capital
Michigan
– -$220K -3,514 Closed
SBH
643
Segall Bryant & Hamill
Illinois
– -$201K -3,218 Closed
MA
644
Mutual Advisors
Nebraska
– -$201K -3,208 Closed
LFASL
645
Lugano Financial Advisors SA (LFA)
Switzerland
– -$190K -3,042 Closed
DCM
646
Dupont Capital Management
Delaware
– -$136K -2,168 Closed
PPC
647
Park Place Capital
Alabama
– -$87.2K -1,394 Closed
RI
648
Ridgewood Investments
New Jersey
– -$61.1K -976 Closed
AWA
649
Artemis Wealth Advisors
New York
– -$38.2K -610 Closed
FGAM
650
Financial Gravity Asset Management
Texas
– -$323 -250 Closed
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