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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
+$280M
2
First Trust Advisors
First Trust Advisors
Illinois
+$259M
3
Invesco
Invesco
Georgia
+$234M
4
State Street
State Street
Massachusetts
+$106M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$63.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$508M
2
Charles Schwab
Charles Schwab
California
-$321M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
4
Morgan Stanley
Morgan Stanley
New York
-$211M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
751
Manchester Capital Management
Vermont
$13K – – –
W
752
WealthCollab
Washington
$11.7K – – –
AA
753
Ancora Advisors
Ohio
$10.8K +$10.8K +68 New
AAP
754
Arax Advisory Partners
Colorado
$10.6K +$313 +2 +3%
OWA
755
Opal Wealth Advisors
New York
$10.5K +$10.5K +66 New
PGAM
756
Princeton Global Asset Management
New Jersey
$10.2K – – –
GKIM
757
GW&K Investment Management
Massachusetts
$10K -$5K -30 -33%
KFI
758
Key Financial Inc
Pennsylvania
$9.84K – – –
GC
759
Globeflex Capital
California
$9.53K -$3.62M -22,794 -100%
FUBT
760
First United Bank & Trust
Maryland
$8.89K – – –
DCM
761
Davidson Capital Management
Texas
$8.26K -$3.49K -22 -30%
FMII
762
Farmers & Merchants Investments Inc
Nebraska
$8.26K – – –
CCM
763
Copeland Capital Management
Pennsylvania
$7.62K – – –
MFT
764
Moisand Fitzgerald Tamayo
Florida
$7.3K – – –
AFWM
765
Abich Financial Wealth Management
Virginia
$6.67K +$2.54K +16 +62%
SIC
766
SJS Investment Consulting
Ohio
$6.35K – – –
FFO
767
Fortitude Family Office
Arizona
$6.35K – – –
VWA
768
Valued Wealth Advisors
Utah
$6.03K +$5.08K +32 +533%
HI
769
Harbour Investments
Wisconsin
$5.72K -$318 -2 -5%
CP
770
Castleview Partners
Texas
$5.72K – – –
VCM
771
Versant Capital Management
Arizona
$5.72K – – –
LI
772
LRI Investments
Florida
$5.08K +$5.08K +32 New
AS
773
Altshuler Shaham
Israel
$5.08K +$5.08K +32 New
PFBT
774
Parkside Financial Bank & Trust
Missouri
$4.76K -$318 -2 -6%
HNB
775
Hilltop National Bank
Wyoming
$4.76K +$4.76K +30 New
29 30
31
32 33