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Williams-Sonoma
WSM

Overview Fund Activity

671 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 263 reducing their positions, and 46 closing their positions.

Holders
671
Holders Change
+80
Holders Change %
+13.54%
% of All Funds
9.84%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
263
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$240M
2
Invesco
2
Invesco
Georgia
$132M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.7M
4
Truist Financial
4
Truist Financial
North Carolina
$27.8M
5
Millennium Management
5
Millennium Management
New York
$27.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
SCM
3
Steadfast Capital Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$679M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$27.8M +$27.2M +269,438 +4,101%
LSV Asset Management
52
LSV Asset Management
Illinois
$27.7M -$10.1M -99,728 -27%
CCM
53
Candlestick Capital Management
Connecticut
$27.3M -$34.5M -341,858 -56%
Millennium Management
54
Millennium Management
New York
$27.3M +$23.3M +230,710 +584%
First Trust Advisors
55
First Trust Advisors
Illinois
$26.3M -$13.5M -133,644 -34%
MWM
56
Modera Wealth Management
New Jersey
$25.5M +$104K +1,028 +0.4%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$25.5M +$30.5K +302 +0.1%
Swiss National Bank
58
Swiss National Bank
Switzerland
$24.2M -$4.26M -42,200 -15%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$24M -$134K -1,326 -0.6%
RJA
60
Raymond James & Associates
Florida
$23.1M -$1.01M -9,970 -4%
RC
61
Reik & Co
New York
$23.1M -$2.24M -22,200 -9%
FLII
62
First Long Island Investors
New York
$20.5M -$436K -4,322 -2%
EIA
63
Edgemoor Investment Advisors
Maryland
$20.3M +$663K +6,574 +3%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$20.2M -$1.56M -15,500 -7%
RB
65
Rodgers Brothers
Pennsylvania
$20.1M -$899K -8,914 -4%
HMCP
66
Hook Mill Capital Partners
New York
$20.1M -$8.72M -86,450 -30%
MCM
67
McRae Capital Management
New Jersey
$19.8M -$48.4K -480 -0.2%
CGH
68
Crossmark Global Holdings
Texas
$19.4M -$799K -7,922 -4%
CS
69
Credit Suisse
Switzerland
$19.4M -$722K -7,160 -4%
Franklin Resources
70
Franklin Resources
California
$19.1M +$7.24M +71,790 +61%
LCM
71
Logan Capital Management
Pennsylvania
$19M -$1.14M -11,276 -6%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$19M -$526K -5,200 -3%
Jane Street
73
Jane Street
New York
$18.4M +$7.96M +78,944 +77%
HighTower Advisors
74
HighTower Advisors
Illinois
$18.2M -$3.64M -36,070 -17%
Lazard Asset Management
75
Lazard Asset Management
New York
$18.1M +$939K +9,312 +5%
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