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Williams-Sonoma
WSM

Overview Fund Activity

672 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 264 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+80
Holders Change %
+13.51%
% of All Funds
9.85%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
264
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$127M
2
Invesco
Invesco
Georgia
+$53.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$44.7M
4
Truist Financial
Truist Financial
North Carolina
+$27.2M
5
Millennium Management
Millennium Management
New York
+$23.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.2M
3
SCM
Steadfast Capital Management
New York
-$58.1M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$56.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
626
UMB Bank
Missouri
$7.67K -$34.9K -346 -82%
DCM
627
Davidson Capital Management
Texas
$7.47K -$1.82K -18 -20%
W
628
WealthCollab
Washington
$7.47K +$7.47K +74 New
FFA
629
Frazier Financial Advisors
Ohio
$7.06K +$7.06K +70 New
MFC
630
Mechanics Financial Corp
Ohio
$7.06K – – –
AAP
631
Arax Advisory Partners
Colorado
$6.74K -$1.02K -10 -13%
QL
632
Quarry LP
New York
$6.66K -$39.6K -392 -86%
PGAM
633
Princeton Global Asset Management
New Jersey
$6.46K – – –
KFI
634
Key Financial Inc
Pennsylvania
$6.26K – – –
Credit Agricole
635
Credit Agricole
France
$5.65K -$26.6K -264 -83%
FUBT
636
First United Bank & Trust
Maryland
$5.65K +$5.65K +56 New
SAM
637
Smartleaf Asset Management
Massachusetts
$5.29K +$5.29K +56 New
LF
638
Lee Financial
Texas
$5.25K +$2.42K +24 +86%
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$5.25K – – –
CCM
640
Copeland Capital Management
Pennsylvania
$4.84K – – –
MFT
641
Moisand Fitzgerald Tamayo
Florida
$4.64K – – –
SIC
642
SJS Investment Consulting
Ohio
$4.04K +$605 +6 +18%
S
643
Sachetta
Massachusetts
$4.04K +$4.04K +40 New
FFO
644
Fortitude Family Office
Arizona
$4.04K +$4.04K +40 New
HI
645
Harbour Investments
Wisconsin
$3.83K +$807 +8 +27%
GI
646
Gradient Investments
Minnesota
$3.83K +$1.21K +12 +46%
CP
647
Castleview Partners
Texas
$3.63K – – –
VCM
648
Versant Capital Management
Arizona
$3.63K – – –
PFBT
649
Parkside Financial Bank & Trust
Missouri
$3.23K -$404 -4 -11%
EC
650
EntryPoint Capital
New York
$3.03K +$3.03K +30 New
24 25
26
27 28