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Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
651
Clark Asset Management
New Hampshire
$218K +$218K +1,406 New
SC
652
Savant Capital
Illinois
$217K +$217K +1,402 New
CFM
653
Catalyst Funds Management
Australia
$217K +$217K +1,400 New
VFA
654
Valeo Financial Advisors
Indiana
$216K +$216K +1,397 New
AFP
655
Alpha Financial Partners
Kentucky
$216K +$216K +1,396 New
EFG
656
Ehrlich Financial Group
California
$216K +$216K +1,396 New
LIM
657
Leavell Investment Management
Alabama
$214K +$214K +1,382 New
CKAIS
658
Christensen King & Associates Investment Services
Washington
$211K +$211K +1,362 New
CIG
659
Cullen Investment Group
Louisiana
$209K +$209K +1,348 New
ASN
660
Advisory Services Network
Georgia
$209K -$209K -738 -50%
CAG
661
Csenge Advisory Group
Florida
$208K -$467K -3,237 -69%
VSQM
662
V-Square Quantitative Management
Illinois
$207K +$930 +6 +0.5%
CI
663
Cigna Investments
Connecticut
$204K +$204K +1,314 New
SEIA
664
Signature Estate & Investment Advisors
California
$203K +$203K +1,312 New
SFI
665
Siemens Fonds Invest
Germany
$203K +$203K +1,312 New
FFN
666
Focus Financial Network
Minnesota
$203K +$203K +1,310 New
SLC
667
Second Line Capital
Louisiana
$203K +$203K +1,308 New
MIM
668
Moseley Investment Management
Florida
$202K +$202K +1,305 New
RS
669
Robeco Schweiz
Switzerland
$202K +$202K +1,305 New
LS
670
Livforsakringsbolaget Skandia
Sweden
$201K -$8.07M -52,100 -98%
FCI
671
Financial Counselors Inc
Kansas
$200K +$200K +1,294 New
OAM
672
Ostrum Asset Management
France
$200K +$2.48K +16 +1%
C
673
Covestor
United Kingdom
$199K +$56.5K +365 +40%
CFB
674
Cullen/Frost Bankers
Texas
$197K -$535K -3,454 -73%
BSB
675
Bangor Savings Bank
Maine
$197K -$310 -2 -0.2%
25 26
27
28 29