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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 %
I
851
InceptionR
California
– -$1.1M -7,766 Closed
VF
852
Virtu Financial
New York
– -$1.02M -7,246 Closed
SEC
853
Seven Eight Capital
New York
– -$1.01M -7,144 Closed
DFCM
854
Dark Forest Capital Management
Puerto Rico
– -$984K -6,972 Closed
PAG
855
Private Advisory Group
Washington
– -$936K -6,628 Closed
PAS
856
Park Avenue Securities
New York
– -$935K -6,624 Closed
MFG
857
Merit Financial Group
Georgia
– -$866K -6,132 Closed
MVA
858
Mount Vernon Associates
Maryland
– -$847K -6,000 Closed
LCM
859
Landscape Capital Management
New Jersey
– -$845K -5,984 Closed
LCG
860
Lisanti Capital Growth
New York
– -$805K -5,700 Closed
KFS
861
Kaizen Financial Strategies
California
– -$401K -5,380 Closed
II
862
Inspire Investing
Idaho
– -$729K -5,162 Closed
WA
863
WESPAC Advisors
California
– -$689K -4,880 Closed
Balyasny Asset Management
864
Balyasny Asset Management
Illinois
– -$661K -4,680 Closed
SPA
865
Sherbrooke Park Advisers
New York
– -$549K -3,892 Closed
HIM
866
Hillsdale Investment Management
Ontario, Canada
– -$537K -3,800 Closed
NRD
867
Nebula Research & Development
New York
– -$405K -2,868 Closed
VA
868
Verdad Advisers
Massachusetts
– -$391K -2,772 Closed
QCM
869
Qsemble Capital Management
New York
– -$390K -2,764 Closed
YCG
870
Yeomans Consulting Group
Georgia
– -$357K -2,528 Closed
SWP
871
Stratos Wealth Partners
Ohio
– -$354K -2,510 Closed
CP
872
Camelot Portfolios
Ohio
– -$329K -2,334 Closed
Simplex Trading
873
Simplex Trading
Illinois
– -$315K -2,234 Closed
HFM
874
Harvest Fund Management
China
– -$312K -2,204 Closed
TSW
875
Three Seasons Wealth
Utah
– -$309K -2,192 Closed
33 34
35
36 37