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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 %
SC
651
Shay Capital
New York
– -$24.3K -400 Closed
AAS
652
Ameritas Advisory Services
Nebraska
– -$14.9K -248 Closed
TWA
653
TCI Wealth Advisors
Arizona
– -$14K -230 Closed
RTC
654
Riverview Trust Company
Washington
– -$12.5K -206 Closed
DA
655
Denali Advisors
California
– -$12.2K -200 Closed
GEA
656
Glen Eagle Advisors
New Jersey
– -$12.2K -200 Closed
IAIM
657
International Assets Investment Management
Florida
– -$9K -148 Closed
Baillie Gifford & Co
658
Baillie Gifford & Co
United Kingdom
– -$7.67K -126 Closed
PWMG
659
Prestige Wealth Management Group
New Jersey
– -$5.72K -94 Closed
SC
660
Schubert & Co
Texas
– -$4.38K -72 Closed
AWM
661
Avior Wealth Management
Nebraska
– -$4.14K -68 Closed
EI
662
Ellevest Inc
New York
– -$3.89K -64 Closed
RFG
663
RFP Financial Group
Georgia
– -$3.53K -58 Closed
AA
664
AlphaMark Advisors
Kentucky
– -$3K -50 Closed
First Manhattan
665
First Manhattan
New York
– -$2.43K -40 Closed
BFPW
666
BOK Financial Private Wealth
Colorado
– -$1.7K -28 Closed
GBT
667
Grove Bank & Trust
Florida
– -$1.22K -20 Closed
BBPWM
668
Blue Bell Private Wealth Management
Pennsylvania
– -$1.22K -20 Closed
OIS
669
Okabena Investment Services
Minnesota
– -$1.1K -18 Closed
TAIM
670
TD Ameritrade Investment Management
Nebraska
– -$1K -18 Closed
TPCW
671
TD Private Client Wealth
New York
– -$730 -12 Closed
FMP
672
Financial Management Professionals
Texas
– -$1K -12 Closed
CFO
673
CVA Family Office
Colorado
– -$608 -10 Closed
LIM
674
Longfellow Investment Management
Massachusetts
– -$487 -8 Closed
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