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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 %
ACIM
876
Azimuth Capital Investment Management
Michigan
– -$206K -1,300 Closed
SCA
877
Snowden Capital Advisors
New York
– -$204K -1,288 Closed
BB
878
Berkshire Bank
Massachusetts
– -$204K -1,288 Closed
EWM
879
Evercore Wealth Management
New York
– -$204K -1,286 Closed
BPWM
880
Badgley Phelps Wealth Managers
Washington
– -$204K -1,284 Closed
Wealthfront Advisers
881
Wealthfront Advisers
California
– -$204K -1,282 Closed
HAG
882
HighPoint Advisor Group
Illinois
– -$201K -1,276 Closed
FFP
883
FourThought Financial Partners
Florida
– -$202K -1,272 Closed
TIAA Trust, National Association
884
TIAA Trust, National Association
North Carolina
– -$201K -1,266 Closed
GVAG
885
Great Valley Advisor Group
Delaware
– -$201K -1,266 Closed
EPWM
886
Essex Private Wealth Management
Massachusetts
– -$201K -1,264 Closed
FCAS
887
First Command Advisory Services
Texas
– -$107K -1,170 Closed
T
888
TOBAM
France
– -$138K -872 Closed
NIC
889
Northwest Investment Counselors
Oregon
– -$31.8K -200 Closed
EC
890
EntryPoint Capital
New York
– -$29.5K -186 Closed
TC
891
Truvestments Capital
Florida
– -$16.5K -104 Closed
GC
892
Globeflex Capital
California
– -$9.53K -60 Closed
GKIM
893
GW&K Investment Management
Massachusetts
– -$10K -60 Closed
CCM
894
Copeland Capital Management
Pennsylvania
– -$7.62K -48 Closed
LI
895
LRI Investments
Florida
– -$5.08K -32 Closed
VL
896
Vima LLC
Michigan
– -$1.22K -20 Closed
WPWM
897
Western Pacific Wealth Management
Illinois
– -$1.59K -10 Closed
TWP
898
TFO Wealth Partners
Ohio
– -$318 -2 Closed
AGWCA
899
Annis Gardner Whiting Capital Advisors
Florida
– -$319 -2 Closed
FGAM
900
Financial Gravity Asset Management
Texas
– -$630 -2 Closed
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