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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 %
LNC
851
Lincoln National Corp
Pennsylvania
– -$426K -2,684 Closed
OQS
852
Occudo Quantitative Strategies
Florida
– -$358K -2,258 Closed
CAM
853
Claret Asset Management
Quebec, Canada
– -$353K -2,226 Closed
LWL
854
Leo Wealth LLC
Texas
– -$341K -2,166 Closed
OAM
855
Oxford Asset Management
United Kingdom
– -$319K -2,010 Closed
BCM
856
BTC Capital Management
Iowa
– -$319K -2,010 Closed
EFG
857
Ehrlich Financial Group
California
– -$272K -1,714 Closed
FIM
858
Freedom Investment Management
Connecticut
– -$264K -1,664 Closed
CAM
859
Crestone Asset Management
Colorado
– -$253K -1,596 Closed
IC
860
IEQ Capital
California
– -$250K -1,572 Closed
ACA
861
Aptus Capital Advisors
Alabama
– -$249K -1,568 Closed
AC
862
Abbrea Capital
California
– -$246K -1,550 Closed
MA
863
MONECO Advisors
Connecticut
– -$243K -1,530 Closed
FP
864
Foundry Partners
Minnesota
– -$242K -1,526 Closed
LIM
865
Leavell Investment Management
Alabama
– -$240K -1,512 Closed
GM
866
GeoWealth Management
Illinois
– -$237K -1,494 Closed
VFA
867
Valeo Financial Advisors
Indiana
– -$205K -1,438 Closed
SCM
868
Sheridan Capital Management
California
– -$224K -1,412 Closed
CAM
869
Clark Asset Management
New Hampshire
– -$223K -1,406 Closed
MIM
870
Moseley Investment Management
Florida
– -$223K -1,404 Closed
WC
871
Waterloo Capital
Texas
– -$217K -1,370 Closed
CKAIS
872
Christensen King & Associates Investment Services
Washington
– -$216K -1,362 Closed
CI
873
Cigna Investments
Connecticut
– -$214K -1,344 Closed
CIG
874
Cullen Investment Group
Louisiana
– -$208K -1,340 Closed
BAAM
875
Baker Avenue Asset Management
California
– -$207K -1,306 Closed
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