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Williams-Sonoma
WSM

Overview Fund Activity

818 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, 266 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
11.83%
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
266
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$161M
2
Invesco
2
Invesco
Georgia
$475M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$81.1M
4
KBC Group
4
KBC Group
Belgium
$82.3M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$55.1M
4
Ameriprise
4
Ameriprise
Minnesota
$78M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Pension Service
51
National Pension Service
South Korea
$48.5M +$17.5M +112,735 +56%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$48.3M +$35.9M +232,042 +292%
MWM
53
Moran Wealth Management
Florida
$47.8M -$2.04M -13,192 -4%
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$47.2M +$6.29M +40,597 +15%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$47M -$4.26M -27,496 -8%
Aviva
56
Aviva
United Kingdom
$46.7M +$6.68M +43,141 +17%
Select Equity Group
57
Select Equity Group
New York
$46.6M +$271K +1,747 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
58
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.5M +$46.5M +300,000 New
AAF
59
Andra AP-fonden
Sweden
$45.6M +$45.6M +294,400 New
Bank of America
60
Bank of America
North Carolina
$45M +$20.3M +131,063 +82%
American Century Companies
61
American Century Companies
Missouri
$44.8M -$11.2M -72,100 -20%
Allianz Asset Management
62
Allianz Asset Management
Germany
$44.1M -$15.6M -100,958 -26%
GT
63
Glenmede Trust
Pennsylvania
$39.4M +$5M +32,288 +15%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$37.9M +$1.89M +12,200 +5%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$37.5M -$508K -3,276 -1%
ACM
66
Advisors Capital Management
New Jersey
$37.2M +$176K +1,138 +0.5%
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$36.7M +$9.73M +62,781 +36%
MWM
68
Modera Wealth Management
New Jersey
$36.2M -$2.1M -13,545 -5%
Franklin Resources
69
Franklin Resources
California
$36.1M +$4.59M +31,397 +15%
Citadel Advisors
70
Citadel Advisors
Florida
$34.7M -$9.86M -63,675 -22%
UBS Group
71
UBS Group
Switzerland
$33.6M -$7.76M -50,091 -19%
DCP
72
Distillate Capital Partners
Illinois
$33.4M +$18.5M +119,776 +125%
RC
73
Reik & Co
New York
$33.4M -$34.6M -223,554 -51%
ClearBridge Investments
74
ClearBridge Investments
New York
$32.8M -$13.3M -85,875 -29%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$32.8M +$1.11M +7,190 +4%
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