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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 %
TFM
801
TFC Financial Management
Massachusetts
$318 +$318 +2 New
Holocene Advisors
802
Holocene Advisors
New York
– -$30.8M -304,878 Closed
CCM
803
Candlestick Capital Management
Connecticut
– -$27.3M -270,642 Closed
Tudor Investment Corp
804
Tudor Investment Corp
Connecticut
– -$13.5M -134,064 Closed
Voloridge Investment Management
805
Voloridge Investment Management
Florida
– -$9.06M -89,840 Closed
VanEck Associates
806
VanEck Associates
New York
– -$5.96M -59,054 Closed
Chevy Chase Trust
807
Chevy Chase Trust
Maryland
– -$3.29M -32,640 Closed
MC
808
Maverick Capital
Texas
– -$3.27M -32,452 Closed
AG
809
Algert Global
California
– -$3.22M -31,952 Closed
VC
810
Voss Capital
Texas
– -$2.22M -22,000 Closed
PE
811
Point72 Europe
United Kingdom
– -$2.21M -21,884 Closed
TCM
812
Teza Capital Management
Illinois
– -$1.88M -18,654 Closed
MAP
813
Moody Aldrich Partners
Massachusetts
– -$1.88M -18,614 Closed
CW
814
Connectus Wealth
Ohio
– -$1.82M -18,018 Closed
DF
815
Donoghue Forlines
Massachusetts
– -$1.44M -14,232 Closed
WWM
816
Western Wealth Management
Colorado
– -$1.36M -13,504 Closed
MCI
817
MRP Capital Investments
Georgia
– -$1.28M -12,658 Closed
JSL
818
JT Stratford LLC
Georgia
– -$1.06M -10,474 Closed
BAM
819
Beaumont Asset Management
Texas
– -$917K -9,086 Closed
DTL
820
Dynamic Technology Lab
Singapore
– -$827K -8,194 Closed
CCIA
821
Campbell & Co Investment Adviser
Maryland
– -$739K -7,320 Closed
VI
822
Versor Investments
New York
– -$666K -6,604 Closed
UWS
823
Unique Wealth Strategies
Illinois
– -$610K -6,050 Closed
Marshall Wace
824
Marshall Wace
United Kingdom
– -$565K -5,600 Closed
HH
825
Hilltop Holdings
Texas
– -$557K -5,520 Closed
31 32
33
34 35