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Williams-Sonoma
WSM

Overview Fund Activity

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.15B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$300M
3
Invesco
3
Invesco
Georgia
$441M
4
State Street
4
State Street
Massachusetts
$826M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.7M

Top Sellers

1
LGP
1
Leonard Green & Partners
California
$512M
2
Charles Schwab
2
Charles Schwab
California
$133M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.1B
4
Morgan Stanley
4
Morgan Stanley
New York
$166M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$869M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLII
76
First Long Island Investors
New York
$28.2M -$4.09M -25,766 -13%
UBS Group
77
UBS Group
Switzerland
$27.7M +$15.5M +97,634 +127%
RJA
78
Raymond James & Associates
Florida
$27.6M -$8.81M -55,504 -24%
Robeco Institutional Asset Management
79
Robeco Institutional Asset Management
Netherlands
$27.3M +$22M +138,398 +415%
Jane Street
80
Jane Street
New York
$27.2M -$1.75M -11,018 -6%
AIG
81
American International Group
New York
$27M -$552K -3,476 -2%
KBC Group
82
KBC Group
Belgium
$26.9M +$26.5M +167,182 +7,042%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$26.8M -$5.02M -31,626 -16%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$26.1M +$379K +2,386 +1%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$26M +$5.26M +33,116 +25%
RB
86
Rodgers Brothers
Pennsylvania
$24.1M -$7.51M -47,290 -24%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$23.1M +$6.05M +38,096 +35%
CS
88
Candriam SCA
Luxembourg
$22.2M +$22.2M +139,804 New
WorldQuant Millennium Advisors
89
WorldQuant Millennium Advisors
New York
$22.1M +$22.1M +139,378 New
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$22.1M -$1.45M -9,126 -6%
Squarepoint
91
Squarepoint
New York
$21.7M +$21.7M +136,602 New
AA
92
ALPS Advisors
Colorado
$21.1M +$2.88M +18,112 +16%
LW
93
Linscomb Wealth
Texas
$20.9M -$1.03M -6,468 -5%
VF
94
Vest Financial
Virginia
$20.6M +$20.6M +129,488 New
TI
95
Trexquant Investment
Connecticut
$19.7M +$3.15M +19,854 +19%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$19.7M +$14.7M +92,796 +297%
Corient Private Wealth
97
Corient Private Wealth
Florida
$19.6M +$14.9K +94 +0.1%
BA
98
Bridgewater Associates
Connecticut
$19.6M +$11.8M +74,192 +150%
Renaissance Technologies
99
Renaissance Technologies
New York
$19.1M +$19.1M +120,600 New
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$19.1M +$19.1M +120,592 New
2 3
4
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