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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 %
AR
826
Advisory Research
Illinois
– -$498K -4,938 Closed
I
827
InceptionR
California
– -$487K -4,830 Closed
AWM
828
AE Wealth Management
Kansas
– -$487K -4,670 Closed
CP
829
Camelot Portfolios
Ohio
– -$461K -4,570 Closed
MMA
830
Mizuho Markets Americas
New York
– -$445K -4,406 Closed
NRD
831
Nebula Research & Development
New York
– -$394K -3,906 Closed
DWM
832
Darwin Wealth Management
Florida
– -$322K -3,196 Closed
XT
833
XTX Topco
Cayman Islands
– -$285K -2,824 Closed
MFIM
834
Mesirow Financial Investment Management
Illinois
– -$280K -2,774 Closed
BC
835
Bridgefront Capital
Texas
– -$279K -2,762 Closed
AAS
836
Ameritas Advisory Services
Nebraska
– -$268K -2,390 Closed
PRS
837
Pinkerton Retirement Specialists
Idaho
– -$234K -2,318 Closed
SAM
838
Silvercrest Asset Management
New York
– -$200K -1,986 Closed
Acadian Asset Management
839
Acadian Asset Management
Massachusetts
– -$142K -1,420 Closed
FWM
840
Focused Wealth Management
New York
– -$121K -1,200 Closed
PS
841
Planned Solutions
California
– -$96.9K -960 Closed
TWM
842
Tradition Wealth Management
Minnesota
– -$25K -242 Closed
GXJ
843
Global X Japan
Japan
– -$23.2K -230 Closed
JFGIW
844
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$18.2K -180 Closed
Loomis, Sayles & Company
845
Loomis, Sayles & Company
Massachusetts
– -$18K -176 Closed
A
846
AlphaQuest
New York
– -$13.3K -132 Closed
BWM
847
BKM Wealth Management
Wisconsin
– -$11.5K -114 Closed
GWS
848
Glassman Wealth Services
Virginia
– -$11.3K -112 Closed
SA
849
Scarborough Advisors
Maryland
– -$11K -110 Closed
AP
850
Advisors Preferred
Maryland
– -$8.13K -80 Closed
31 32 33
34
35