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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 %
SW
876
Simplicity Wealth
New Jersey
– -$291K -2,062 Closed
Arrowstreet Capital
877
Arrowstreet Capital
Massachusetts
– -$273K -1,936 Closed
OCBCO
878
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$271K -1,916 Closed
MAM
879
Martingale Asset Management
Massachusetts
– -$254K -1,796 Closed
FRA
880
Frank Rimerman Advisors
California
– -$253K -1,790 Closed
OR
881
Olympiad Research
Connecticut
– -$252K -1,786 Closed
TA
882
TFB Advisors
Kansas
– -$245K -1,736 Closed
JCIA
883
Jackson Creek Investment Advisors
Colorado
– -$237K -1,682 Closed
NVCHI
884
New Vernon Capital Holdings II
New Jersey
– -$237K -1,676 Closed
KWA
885
Kingswood Wealth Advisors
California
– -$229K -1,622 Closed
JIC
886
Joel Isaacson & Co
New York
– -$226K -1,600 Closed
UCFA
887
United Capital Financial Advisors
Texas
– -$223K -1,582 Closed
ACP
888
Aviance Capital Partners
Florida
– -$217K -1,538 Closed
BRWA
889
B. Riley Wealth Advisors
Florida
– -$210K -1,490 Closed
MTIM
890
Marathon Trading Investment Management
Pennsylvania
– -$210K -1,484 Closed
IF
891
Intrua Financial
Texas
– -$208K -1,470 Closed
FWCM
892
Ferguson Wellman Capital Management
Oregon
– -$205K -1,450 Closed
PM
893
Parametrica Management
Hong Kong
– -$205K -1,450 Closed
HA
894
Harfst & Associates
Wyoming
– -$201K -1,424 Closed
BW
895
Bison Wealth
Georgia
– -$217K -1,368 Closed
FWM
896
Focused Wealth Management
New York
– -$169K -1,200 Closed
SOW
897
State of Wyoming
Wyoming
– -$90.6K -642 Closed
NFSG
898
Newbridge Financial Services Group
Florida
– -$31.3K -222 Closed
OP
899
ORG Partners
Indiana
– -$30.5K -220 Closed
CA
900
Crewe Advisors
Utah
– -$29.1K -206 Closed
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