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Williams-Sonoma
WSM

Overview Fund Activity

611 hedge funds and large institutions have $7.6B invested in Williams-Sonoma in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 187 increasing their positions, 234 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
92
Increased
187
Reduced
234
Closed
84
Calls
$190M
Puts
$273M
Net Calls
-$83.2M
Net Calls Change
+$13.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$912M
2
First Trust Advisors
First Trust Advisors
Illinois
$177M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$45.7M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
$53.1M
5
Morgan Stanley
Morgan Stanley
New York
$93.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$26.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$60.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$767M
4
WCM
Wedge Capital Management
North Carolina
$0
5
Goldman Sachs
Goldman Sachs
New York
$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
651
Quantamental Technologies
New York
– -$564K -9,564 Closed
RWM
652
Ritholtz Wealth Management
New York
– -$527K -8,950 Closed
HIMCH
653
Hartford Investment Management Co (HIMCO)
Connecticut
– -$521K -8,846 Closed
FWIA
654
Fort Washington Investment Advisors
Ohio
– -$514K -8,728 Closed
WPW
655
Warther Private Wealth
Ohio
– -$432K -7,326 Closed
CF
656
Cantor Fitzgerald
New York
– -$414K -7,026 Closed
BRWA
657
B. Riley Wealth Advisors
Florida
– -$396K -6,688 Closed
CM
658
Capula Management
Cayman Islands
– -$392K -6,660 Closed
Connor, Clark & Lunn Investment Management (CC&L)
659
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$380K -6,446 Closed
PRS
660
Pinkerton Retirement Specialists
Idaho
– -$375K -6,362 Closed
DTL
661
Dynamic Technology Lab
Singapore
– -$362K -6,148 Closed
SW
662
SVB Wealth
Massachusetts
– -$354K -6,018 Closed
Pzena Investment Management
663
Pzena Investment Management
New York
– -$320K -5,436 Closed
PAG
664
Private Advisor Group
New Jersey
– -$299K -5,078 Closed
AT
665
American Trust
Kentucky
– -$276K -4,972 Closed
PFS
666
Prospera Financial Services
Texas
– -$262K -4,440 Closed
GCM
667
Graham Capital Management
Connecticut
– -$260K -4,414 Closed
RC
668
Roundview Capital
New Jersey
– -$256K -4,344 Closed
GT
669
Greenleaf Trust
Michigan
– -$250K -4,250 Closed
MS
670
Maven Securities
Jersey
– -$247K -4,188 Closed
AG
671
Ascent Group
Virginia
– -$254K -4,106 Closed
DA
672
DCM Advisors
New York
– -$236K -4,000 Closed
GLA
673
Great Lakes Advisors
Illinois
– -$235K -3,988 Closed
SWM
674
Silverlake Wealth Management
Vermont
– -$222K -3,772 Closed
B
675
Bailard
California
– -$214K -3,632 Closed
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