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Williams-Sonoma
WSM

Overview Fund Activity

819 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, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
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
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBTD
751
Citizens National Bank Trust Department
Mississippi
$15.5K – – –
RS
752
Rakuten Securities
Japan
$15.5K +$15.5K +100 New
SSB
753
Sandy Spring Bank
Maryland
$15K -$2.94K -19 -16%
RL
754
Rogco LP
Oklahoma
$14.9K -$1.55K -10 -9%
PWMG
755
Private Wealth Management Group
New Jersey
$13.9K – – –
CA
756
Continuum Advisory
Idaho
$13.5K +$11.4K +87 +544%
MA
757
MCF Advisors
Kentucky
$13K -$1.24K -8 -9%
WIM
758
Westside Investment Management
California
$13K – – –
T
759
Tidemark
California
$13K – – –
SIC
760
Salem Investment Counselors
North Carolina
$12.4K -$4.53M -29,250 -100%
TPW
761
Talon Private Wealth
Florida
$12.1K +$12.1K +78 New
MCM
762
Manchester Capital Management
Vermont
$11.9K -$2.01K -13 -14%
W
763
WealthCollab
Washington
$11.5K – – –
HCA
764
Harbor Capital Advisors
Illinois
$11K +$11K +71 New
CA
765
CoreCap Advisors
Michigan
$10.7K +$10.7K +69 New
AA
766
Ancora Advisors
Ohio
$10.5K – – –
CMP
767
Coston McIsaac & Partners
Maine
$10.4K -$519 -3,349 -5%
EC
768
Elequin Capital
New York
$10.4K +$10.4K +67 New
PGAM
769
Princeton Global Asset Management
New Jersey
$9.92K – – –
ATS
770
Ashton Thomas Securities
New York
$9.76K +$9.76K +63 New
CJ
771
Caitlin John
Michigan
$9.69K -$129 -1 -1%
KFI
772
Key Financial Inc
Pennsylvania
$9.61K – – –
DCM
773
Davidson Capital Management
Texas
$9.45K +$1.39K +9 +17%
FFA
774
Frazier Financial Advisors
Ohio
$9.3K -$19.5K -126 -68%
FFO
775
Fortitude Family Office
Arizona
$9.3K +$3.1K +20 +50%
29 30
31
32 33