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Williams-Sonoma
WSM

Overview Fund Activity

813 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 313 reducing their positions, and 86 closing their positions.

Holders
813
Holders Change
+13
Holders Change %
+1.63%
% of All Funds
11.83%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
313
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.16B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$108M
3
Amundi
3
Amundi
France
$123M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$69M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$113M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$235M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$86.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$29M
5
Goldman Sachs
5
Goldman Sachs
New York
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Moran Wealth Management
Florida
$45.4M -$2.31M -16,332 -5%
Wells Fargo
52
Wells Fargo
California
$44.9M -$4.55M -32,238 -9%
Truist Financial
53
Truist Financial
North Carolina
$43.3M +$1.96M +13,890 +5%
Select Equity Group
54
Select Equity Group
New York
$42.2M -$17.6M -124,490 -29%
ClearBridge Investments
55
ClearBridge Investments
New York
$42.1M -$209K -1,482 -0.5%
Citadel Advisors
56
Citadel Advisors
Florida
$40.6M +$1.84M +13,052 +5%
Victory Capital Management
57
Victory Capital Management
Texas
$40M +$3.45M +24,416 +9%
UBS Group
58
UBS Group
Switzerland
$37.7M +$13M +92,190 +53%
BNP Paribas Asset Management
59
BNP Paribas Asset Management
France
$37.3M +$20.3M +143,632 +119%
Aviva
60
Aviva
United Kingdom
$36.5M -$324K -2,296 -0.9%
ProShare Advisors
61
ProShare Advisors
Maryland
$36.1M -$10.5M -74,226 -23%
MWM
62
Modera Wealth Management
New Jersey
$34.9M -$687K -4,866 -2%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$34.6M +$735K +5,204 +2%
Lazard Asset Management
64
Lazard Asset Management
New York
$34.2M +$20.5M +145,470 +150%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$33.9M -$1.93M -13,694 -5%
ACM
66
Advisors Capital Management
New Jersey
$33.8M -$9.11M -64,492 -21%
Sumitomo Mitsui Trust Group
67
Sumitomo Mitsui Trust Group
Japan
$32.8M -$2.78M -19,674 -8%
Allianz Asset Management
68
Allianz Asset Management
Germany
$32.3M +$15.6M +186,232 +93%
GT
69
Glenmede Trust
Pennsylvania
$31.4M -$553K -3,914 -2%
RC
70
Reik & Co
New York
$31M +$15.2M +215,820 +97%
Franklin Resources
71
Franklin Resources
California
$30.5M -$6.95M -49,238 -19%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$29M +$25.2M +177,734 +664%
AllianceBernstein
73
AllianceBernstein
Tennessee
$29M -$86.8M -614,614 -75%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$28.7M +$15.5M +109,498 +117%
Barclays
75
Barclays
United Kingdom
$28.3M -$7.89M -55,910 -22%
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