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Williams-Sonoma
WSM

Overview Fund Activity

814 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, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
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
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
801
International Assets Investment Management
Florida
$1.69K +$1.69K +12 New
PCFFS
802
Pacific Center for Financial Services
California
$1.42K – – –
IHWM
803
Iron Horse Wealth Management
Iowa
$1.41K – – –
CFS
804
CGC Financial Services
Oregon
$1.41K – – –
TWD
805
True Wealth Design
Ohio
$1.41K +$565 +4 +67%
AWM
806
Abound Wealth Management
Tennessee
$1.18K – – –
HI
807
Horizon Investments
North Carolina
$1.13K – – –
FMP
808
Financial Management Professionals
Texas
$1K – – –
MCM
809
MV Capital Management
Maryland
$848 +$848 +6 New
AWM
810
Atticus Wealth Management
Florida
$670 – – –
PI
811
PEAK6 Investments
Illinois
$540 +$540 +4 New
NCM
812
Northwest Capital Management
Oregon
$310 – – –
TFM
813
TFC Financial Management
Massachusetts
$283 – – –
BGAI
814
Bruce G. Allen Investments
Colorado
$282 – – –
AIG
815
American International Group
New York
– -$27M -169,948 Closed
WorldQuant Millennium Advisors
816
WorldQuant Millennium Advisors
New York
– -$22.1M -139,378 Closed
Westfield Capital Management
817
Westfield Capital Management
Massachusetts
– -$12M -75,400 Closed
WAM
818
Weiss Asset Management
Massachusetts
– -$9.89M -62,302 Closed
RCM
819
Radnor Capital Management
Pennsylvania
– -$8.95M -56,342 Closed
Walleye Trading
820
Walleye Trading
New York
– -$8.11M -51,112 Closed
Capital Fund Management (CFM)
821
Capital Fund Management (CFM)
France
– -$5.39M -33,948 Closed
PCP
822
Perbak Capital Partners
United Kingdom
– -$5.02M -31,622 Closed
Group One Trading
823
Group One Trading
Illinois
– -$4.36M -27,432 Closed
LSA
824
L & S Advisors
California
– -$4.23M -26,662 Closed
ECM
825
ExodusPoint Capital Management
New York
– -$3.83M -24,096 Closed
31 32
33
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