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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
$2.15B
2
First Trust Advisors
First Trust Advisors
Illinois
$300M
3
Invesco
Invesco
Georgia
$441M
4
State Street
State Street
Massachusetts
$826M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.7M

Top Sellers

1
LGP
Leonard Green & Partners
California
$512M
2
Charles Schwab
Charles Schwab
California
$133M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.1B
4
Morgan Stanley
Morgan Stanley
New York
$166M
5
Capital Research Global Investors
Capital Research Global Investors
California
$869M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$43.6M -$26.7M -167,926 -38%
Deutsche Bank
52
Deutsche Bank
Germany
$42.4M +$33M +207,902 +350%
Franklin Resources
53
Franklin Resources
California
$42.1M +$12M +75,530 +40%
Aviva
54
Aviva
United Kingdom
$41.4M +$37.7M +237,462 +1,020%
Victory Capital Management
55
Victory Capital Management
Texas
$41.1M -$6.19M -38,958 -13%
Barclays
56
Barclays
United Kingdom
$40.7M -$19.2M -121,242 -32%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$40.2M +$67K +422 +0.2%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$40.1M +$40.1M +252,320 New
MWM
59
Modera Wealth Management
New Jersey
$40M -$172K -1,086 -0.4%
LSV Asset Management
60
LSV Asset Management
Illinois
$39.5M -$4.21M -26,500 -10%
Millennium Management
61
Millennium Management
New York
$38.9M -$4.01M -25,262 -9%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$38.1M +$235K +1,482 +0.6%
Bank of America
63
Bank of America
North Carolina
$37.9M +$16.4M +103,224 +76%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$37.3M +$34M +213,978 +1,034%
GT
65
Glenmede Trust
Pennsylvania
$35.9M -$9.72M -61,208 -21%
RC
66
Reik & Co
New York
$35.5M -$817K -5,144 -2%
SFM
67
Systematic Financial Management
New Jersey
$35.3M -$19.7M -123,914 -36%
JAM
68
Jupiter Asset Management
United Kingdom
$32.1M +$31.2M +196,532 +3,439%
Allianz Asset Management
69
Allianz Asset Management
Germany
$31.7M +$25.8M +162,238 +435%
EIA
70
Edgemoor Investment Advisors
Maryland
$31.3M -$703K -4,428 -2%
T. Rowe Price Investment Management
71
T. Rowe Price Investment Management
Maryland
$30.7M +$30.7M +193,524 New
LCM
72
Logan Capital Management
Pennsylvania
$29.7M -$263K -1,654 -0.9%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$29.2M +$17.6M +110,860 +151%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$28.7M +$2.41M +15,252 +9%
MCM
75
McRae Capital Management
New Jersey
$28.2M -$2.95M -18,550 -9%
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