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Williams-Sonoma
WSM

Overview Fund Activity

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$168M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$84.8M
3
SCM
3
Steadfast Capital Management
New York
$50.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29.8M
5
Millennium Management
5
Millennium Management
New York
$60.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$19.2M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$405M
3
HMP
3
HS Management Partners
New York
$94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$545K
5
Barclays
5
Barclays
United Kingdom
$7.69M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
76
Hantz Financial Services
Michigan
$12.2M 100,123 -1,454 -1%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$12M 426,300 +324,941 +321%
MCM
78
McRae Capital Management
New Jersey
$11.9M 97,910 +445 +0.5%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$11.8M 99,124 -3,162 -3%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$11.7M 96,315 -5,400 -5%
VIA
81
Vident Investment Advisory
Georgia
$10.9M 89,450 +16,153 +22%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$10.9M 89,417 +2,434 +3%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$10.6M 87,431 -1,644 -2%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$10.4M 85,701 -14,920 -15%
PFM
85
Parsec Financial Management
North Carolina
$10.4M 85,431 +11,823 +16%
HMCP
86
Hook Mill Capital Partners
New York
$10.1M 87,379 +6,371 +8%
SYBT
87
Stock Yards Bank & Trust
Kentucky
$9.94M 81,658 -2,226 -3%
LW
88
Linscomb Wealth
Texas
$9.83M 80,819 -26 -0%
STCG
89
Speece Thorson Capital Group
Minnesota
$9.8M 80,579 -926 -1%
CGH
90
Crossmark Global Holdings
Texas
$9.74M 80,049 +2,589 +3%
RB
91
Rodgers Brothers
Pennsylvania
$9.68M 79,604 +6,763 +9%
JAM
92
Jupiter Asset Management
United Kingdom
$9.63M 79,139 -166,116 -68%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$9.47M 77,836 -3,506 -4%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$8.61M 70,796 -3,120 -4%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$8.6M 70,662 +1,801 +3%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$8.22M 67,534 +2,117 +3%
Franklin Resources
97
Franklin Resources
California
$7.97M 65,475 -30,742 -32%
PHAM
98
Pacific Heights Asset Management
California
$7.91M 65,000 – –
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$7.85M 64,509 -25,587 -28%
Barclays
100
Barclays
United Kingdom
$7.69M 63,213 -205,428 -76%
2 3
4
5 6