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Williams-Sonoma
WSM

Overview Fund Activity

591 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

Holders
591
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
9.42%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
79
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
1
Leonard Green & Partners
California
$499M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$72.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$566M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$70.3M
5
Norges Bank
5
Norges Bank
Norway
$101M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$5.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.14B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$6.94M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$6.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$24.1M -$22.3M -286,900 -48%
Skandinaviska Enskilda Banken (SEB)
52
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.5M -$5.59M -72,000 -19%
HMCP
53
Hook Mill Capital Partners
New York
$22.2M +$9.88M +127,194 +80%
GT
54
Glenmede Trust
Pennsylvania
$22.1M +$19.1M +246,228 +638%
Swiss National Bank
55
Swiss National Bank
Switzerland
$21.9M -$264K -3,400 -1%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$19.6M -$689K -8,862 -3%
MWM
57
Modera Wealth Management
New Jersey
$19.6M +$1.61M +20,716 +9%
RC
58
Reik & Co
New York
$19.5M -$115K -1,482 -0.6%
Barclays
59
Barclays
United Kingdom
$18.8M -$6.82M -87,830 -27%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$18.6M -$337K -4,334 -2%
RJA
61
Raymond James & Associates
Florida
$18.6M +$1.44M +18,478 +8%
HighTower Advisors
62
HighTower Advisors
Illinois
$16.8M -$575K -7,406 -3%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$16.8M -$5.87M -75,606 -26%
RB
64
Rodgers Brothers
Pennsylvania
$16.2M +$772K +9,930 +5%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$16.1M +$1.03M +13,236 +7%
FLII
66
First Long Island Investors
New York
$16.1M +$17.2K +222 +0.1%
CGH
67
Crossmark Global Holdings
Texas
$16M +$3.24M +40,736 +25%
Bank of America
68
Bank of America
North Carolina
$15.8M +$6.88M +88,576 +77%
LCM
69
Logan Capital Management
Pennsylvania
$15.5M +$84.4K +1,086 +0.5%
CS
70
Credit Suisse
Switzerland
$15.5M -$432K -5,560 -3%
TAM
71
Tabor Asset Management
New York
$15.4M +$344K +4,426 +2%
MCM
72
McRae Capital Management
New Jersey
$15.3M -$62K -798 -0.4%
Nordea Investment Management
73
Nordea Investment Management
Sweden
$15.3M -$210K -2,652 -1%
EIA
74
Edgemoor Investment Advisors
Maryland
$15.1M -$261K -3,362 -2%
AIG
75
American International Group
New York
$14.1M -$1.33M -17,134 -9%
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