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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 %
CT
676
Colonial Trust
South Carolina
$179K +$27.6K +178 +18%
PS
677
Planned Solutions
California
$149K +$149K +960 New
AWM
678
Avior Wealth Management
Nebraska
$146K -$27.3K -176 -16%
PS
679
Principal Securities
Iowa
$141K -$624K -4,031 -82%
NL
680
NVWM LLC
Pennsylvania
$128K -$3.87K -25 -3%
CAL
681
Capital Advisors Ltd
Ohio
$126K – – –
VIA
682
Virtus Investment Advisers
Connecticut
$124K – – –
ADL
683
Asset Dedication LLC
California
$124K – – –
AWM
684
Activest Wealth Management
Florida
$124K – – –
Bessemer Group
685
Bessemer Group
New Jersey
$123K +$621 +4 +0.5%
HNB
686
Huntington National Bank
Ohio
$120K -$25.9K -167 -18%
TFA
687
Transamerica Financial Advisors
Florida
$115K +$115K +739 New
SWM
688
Spire Wealth Management
Virginia
$108K -$16.3K -105 -13%
QC
689
Quent Capital
New York
$108K -$3.41K -22 -3%
DIP
690
DT Investment Partners
Pennsylvania
$108K – – –
AIM
691
Anchor Investment Management
South Carolina
$102K +$17.1K +110 +20%
WT
692
Whittier Trust
California
$101K -$32.5K -210 -24%
EWM
693
Evermay Wealth Management
Virginia
$93K – – –
PMFA
694
Plante Moran Financial Advisors
Michigan
$92K – – –
HIA
695
Harbor Investment Advisory
Maryland
$91.8K -$155 -1 -0.2%
OA
696
Operose Advisors
Wisconsin
$89.9K +$89.9K +580 New
UB
697
UMB Bank
Missouri
$82.6K +$23.7K +153 +40%
Kayne Anderson Rudnick Investment Management
698
Kayne Anderson Rudnick Investment Management
California
$82.4K +$82.4K +532 New
CFGS
699
Concourse Financial Group Securities
Alabama
$77.5K – – –
LC
700
Lindbrook Capital
California
$75.1K +$2.01K +13 +3%
26 27
28
29 30