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Williams-Sonoma
WSM

Overview Fund Activity

818 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, 266 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
11.83%
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
266
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$161M
2
Invesco
2
Invesco
Georgia
$475M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$81.1M
4
KBC Group
4
KBC Group
Belgium
$82.3M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$55.1M
4
Ameriprise
4
Ameriprise
Minnesota
$78M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$32.2M +$1.29M +8,318 +4%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$32M -$5.14M -33,161 -14%
SFM
78
Systematic Financial Management
New Jersey
$31.3M +$1.63M +10,542 +5%
EIA
79
Edgemoor Investment Advisors
Maryland
$30M -$628K -4,056 -2%
VF
80
Vest Financial
Virginia
$29.6M +$5.83M +37,618 +25%
Victory Capital Management
81
Victory Capital Management
Texas
$28.9M -$15M -96,783 -34%
AllianceBernstein
82
AllianceBernstein
Tennessee
$28.6M -$3.18M -20,496 -10%
LCM
83
Logan Capital Management
Pennsylvania
$28.2M -$289K -1,868 -1%
Canada Life
84
Canada Life
Manitoba, Canada
$27.8M +$3.97M +25,592 +17%
RJA
85
Raymond James & Associates
Florida
$26.9M +$659K +4,251 +3%
FLII
86
First Long Island Investors
New York
$26.8M -$81.6K -527 -0.3%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$26.2M -$1.46M -9,417 -5%
HMCP
88
Hook Mill Capital Partners
New York
$25.6M +$50.7K +327 +0.2%
MCM
89
McRae Capital Management
New Jersey
$25.2M -$712K -4,594 -3%
Acadian Asset Management
90
Acadian Asset Management
Massachusetts
$24.9M -$39M -251,915 -61%
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$24.7M +$1.95M +12,562 +9%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$24.6M -$903K -5,826 -4%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$24.3M +$824K +5,319 +4%
CF
94
Corebridge Financial
Texas
$23.7M -$1.62M -10,479 -6%
RB
95
Rodgers Brothers
Pennsylvania
$22.9M -$178K -1,150 -0.8%
BA
96
Bridgewater Associates
Connecticut
$22.5M +$11.2M +72,613 +100%
EF
97
Empowered Funds
Pennsylvania
$21.8M +$5.25M +33,883 +32%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$21.5M +$22.2K +143 +0.1%
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$21.3M +$435K +2,808 +2%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$19.3M -$307K -1,980 -2%
2 3
4
5 6