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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
626
Tiemann Investment Advisors
California
$248K – – –
KI
627
Kapitalo Investimentos
Brazil
$248K +$14.7K +104 +6%
TA
628
TFB Advisors
Kansas
$245K +$5.37K +38 +2%
EWA
629
EP Wealth Advisors
California
$244K +$59.6K +422 +32%
LTAS
630
Linden Thomas Advisory Services
North Carolina
$244K +$8.75K +62 +4%
Capital World Investors
631
Capital World Investors
California
$243K +$243K +1,720 New
PWM
632
Paulson Wealth Management
Illinois
$242K – – –
AT
633
Arden Trust
Delaware
$238K -$5.08K -36 -2%
AP
634
Adero Partners
California
$238K +$7.34K +52 +3%
JCIA
635
Jackson Creek Investment Advisors
Colorado
$237K +$237K +1,682 New
NVCHI
636
New Vernon Capital Holdings II
New Jersey
$237K – – –
Fifth Third Bancorp
637
Fifth Third Bancorp
Ohio
$236K +$2.54K +18 +1%
RFC
638
Regions Financial Corp
Alabama
$234K -$2.26K -16 -1%
EI
639
EDMP Inc
Florida
$233K -$82.5K -584 -26%
ETC
640
Exchange Traded Concepts
Oklahoma
$230K +$209K +1,478 +985%
AFG
641
Atomi Financial Group
New York
$230K +$37.5K +266 +20%
CGL
642
Clarius Group LLC
Washington
$229K +$282 +2 +0.1%
KWA
643
Kingswood Wealth Advisors
California
$229K +$11K +78 +5%
WS
644
Wedbush Securities
California
$228K -$86.3K -610 -27%
PWP
645
Phillips Wealth Planners
Mississippi
$228K +$113K +1,544 +98%
BCG
646
BayBridge Capital Group
California
$226K – – –
JIC
647
Joel Isaacson & Co
New York
$226K -$77.1K -546 -25%
UCFA
648
United Capital Financial Advisors
Texas
$223K +$223K +1,582 New
GI
649
GAMMA Investing
California
$223K +$43.8K +310 +24%
PTC
650
Private Trust Company
Ohio
$221K -$11.6K -82 -5%
24 25
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