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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 %
LFA
651
LGT Financial Advisors
Texas
$2.62K +$2.62K +26 New
AT
652
Arlington Trust
Alabama
$2.62K +$2.62K +26 New
AFWM
653
Abich Financial Wealth Management
Virginia
$2.62K +$2.62K +26 New
DF
654
Dunhill Financial
United Kingdom
$2.62K +$2.62K +26 New
HCP
655
Hexagon Capital Partners
Arkansas
$2.42K +$1.82K +18 +300%
DPW
656
DiNuzzo Private Wealth
Pennsylvania
$2.22K +$2.22K +22 New
TFA
657
Toth Financial Advisory
Virginia
$2.02K – – –
VL
658
Vima LLC
Michigan
$2.02K +$2.02K +20 New
AW
659
Avion Wealth
Texas
$2K +$2K +18 New
AWM
660
Atticus Wealth Management
Florida
$1.68K -$420 -4 -20%
IHWM
661
Iron Horse Wealth Management
Iowa
$1.01K – – –
CFS
662
CGC Financial Services
Oregon
$1.01K – – –
HI
663
Horizon Investments
North Carolina
$1K +$1K +10 New
AWM
664
Abound Wealth Management
Tennessee
$838 – – –
VWA
665
Valued Wealth Advisors
Utah
$470 +$470 +6 New
TWD
666
True Wealth Design
Ohio
$404 – – –
BWM
667
Baystate Wealth Management
Massachusetts
$252 +$252 +2 New
NCM
668
Northwest Capital Management
Oregon
$220 – – –
TWP
669
TFO Wealth Partners
Ohio
$202 -$808 -8 -80%
AGWCA
670
Annis Gardner Whiting Capital Advisors
Florida
$202 +$202 +2 New
BGAI
671
Bruce G. Allen Investments
Colorado
$202 +$202 +2 New
SOW
672
State of Wyoming
Wyoming
$202 +$202 +2 New
Balyasny Asset Management
673
Balyasny Asset Management
Illinois
– -$72.2M -928,710 Closed
SCM
674
Steadfast Capital Management
New York
– -$58.1M -747,124 Closed
CC
675
Cartenna Capital
Connecticut
– -$8.55M -110,000 Closed
25 26
27
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