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Williams-Sonoma
WSM

Overview Fund Activity

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
BlackRock
New York
+$280M
2
First Trust Advisors
First Trust Advisors
Illinois
+$259M
3
Invesco
Invesco
Georgia
+$234M
4
State Street
State Street
Massachusetts
+$106M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$63.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$508M
2
Charles Schwab
Charles Schwab
California
-$321M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
4
Morgan Stanley
Morgan Stanley
New York
-$211M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
676
Colonial Trust
South Carolina
$155K – – –
Bessemer Group
677
Bessemer Group
New Jersey
$155K +$122K +772 +375%
EWA
678
EverSource Wealth Advisors
Alabama
$151K -$17.8K -124 -11%
JWM
679
Janiczek Wealth Management
Colorado
$151K -$1.59K -10 -1%
GRP
680
Global Retirement Partners
California
$145K -$35.9K -226 -20%
T
681
TOBAM
France
$138K +$138K +872 New
NL
682
NVWM LLC
Pennsylvania
$135K – – –
CAL
683
Capital Advisors Ltd
Ohio
$130K – – –
DIP
684
DT Investment Partners
Pennsylvania
$127K – – –
AIC
685
Archer Investment Corporation
Indiana
$127K +$127K +800 New
ADL
686
Asset Dedication LLC
California
$127K – – –
HNB
687
Huntington National Bank
Ohio
$114K +$12.1K +76 +12%
QC
688
Quent Capital
New York
$114K +$18.7K +118 +20%
FCAS
689
First Command Advisory Services
Texas
$107K +$107K +1,170 New
AF
690
Advisornet Financial
Minnesota
$101K -$49.3K -310 -33%
EWM
691
Evermay Wealth Management
Virginia
$95.3K – – –
HIA
692
Harbor Investment Advisory
Maryland
$94.6K – – –
PMFA
693
Plante Moran Financial Advisors
Michigan
$94.3K +$4.13K +26 +5%
AIM
694
Anchor Investment Management
South Carolina
$87.5K – – –
AF
695
Allworth Financial
California
$81.7K +$27K +170 +49%
CFGS
696
Concourse Financial Group Securities
Alabama
$79.4K -$79.4K -500 -50%
LC
697
Lindbrook Capital
California
$74.9K +$1.59K +10 +2%
FHA
698
First Horizon Advisors
Tennessee
$73K – – –
BTI
699
Blue Trust Inc
Georgia
$67K -$62.6K -394 -48%
FRA
700
Front Row Advisors
California
$66.4K +$34.6K +218 +109%
26 27
28
29 30