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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 %
BW
651
Bison Wealth
Georgia
$217K – – –
ACP
652
Aviance Capital Partners
Florida
$217K -$6.21K -44 -3%
AI
653
Atria Investments
North Carolina
$213K +$213K +1,510 New
CAM
654
Covenant Asset Management
New Jersey
$213K – – –
QFA
655
Quantum Financial Advisors
California
$213K – – –
PI
656
PineBridge Investments
New York
$213K +$213K +1,508 New
LSAG
657
Lake Street Advisors Group
New Hampshire
$212K – – –
BSW
658
Buckingham Strategic Wealth
Missouri
$212K +$1.41K +10 +0.7%
FIB
659
First Interstate Bank
Montana
$212K – – –
CWM
660
Cahaba Wealth Management
Georgia
$211K -$33.9K -240 -14%
BRWA
661
B. Riley Wealth Advisors
Florida
$210K -$159K -1,128 -43%
MTIM
662
Marathon Trading Investment Management
Pennsylvania
$210K +$210K +1,484 New
ASN
663
Advisory Services Network
Georgia
$209K +$2.26K +16 +1%
CBTWT
664
Community Bank & Trust (Waco, Texas)
Texas
$208K – – –
IF
665
Intrua Financial
Texas
$208K -$37K -262 -15%
IFWM
666
Institute for Wealth Management
Colorado
$207K -$16.1K -114 -7%
FWCM
667
Ferguson Wellman Capital Management
Oregon
$205K -$3.67K -26 -2%
PM
668
Parametrica Management
Hong Kong
$205K +$205K +1,450 New
FWTB
669
First Western Trust Bank
Colorado
$204K – – –
PB
670
Pinnacle Bancorp
Nebraska
$203K – – –
HIS
671
Horizon Investment Services
Indiana
$202K – – –
HA
672
Harfst & Associates
Wyoming
$201K – – –
VSQM
673
V-Square Quantitative Management
Illinois
$188K +$188K +1,332 New
OAM
674
Ostrum Asset Management
France
$180K +$180K +1,276 New
BSB
675
Bangor Savings Bank
Maine
$180K -$59.9K -424 -25%
25 26
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