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Williams-Sonoma
WSM

Overview Fund Activity

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$969M
2
Holocene Advisors
2
Holocene Advisors
New York
$56.5M
3
Jane Street
3
Jane Street
New York
$29.6M
4
CCM
4
Candlestick Capital Management
Connecticut
$18.8M
5
MWM
5
Modera Wealth Management
New Jersey
$14.5M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
3
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
101
Royce & Associates
New York
$7.27M 116,160 +102,330 +740%
EW
102
Evexia Wealth
Wisconsin
$7.2M 106,916 +1,330 +1%
Bank of America
103
Bank of America
North Carolina
$7.17M 114,622 -279,064 -71%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$7.12M 113,762 -105,078 -48%
MOACM
105
Mutual of America Capital Management
New York
$6.95M 111,044 -10,882 -9%
WC
106
Winmill & Co
New York
$6.95M 111,000 – –
MPM
107
Meritage Portfolio Management
Kansas
$6.67M 106,530 -5,550 -5%
Canada Life
108
Canada Life
Manitoba, Canada
$6.43M 102,532 -10,656 -9%
TSS
109
Thomas Story & Son
Indiana
$6.38M 101,904 +230 +0.2%
US Bancorp
110
US Bancorp
Minnesota
$6.35M 101,418 +990 +1%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.34M 101,352 -4,296 -4%
BA
112
Bridgewater Associates
Connecticut
$6.04M 96,598 +96,598 New
Corient Private Wealth
113
Corient Private Wealth
Florida
$6.03M 96,408 -3,598 -4%
ISL
114
Ingalls & Snyder LLC
New York
$5.96M 95,314 +374 +0.4%
TC
115
TownSquare Capital
Utah
$5.92M 94,572 +5,062 +6%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$5.75M 91,958 -37,060 -29%
AB
117
Amalgamated Bank
New York
$5.43M 86,732 -9,988 -10%
WCF
118
West Coast Financial
California
$5.38M 86,062 +4,232 +5%
Deutsche Bank
119
Deutsche Bank
Germany
$5.31M 84,944 +6,004 +8%
GAM
120
Gotham Asset Management
New York
$5.29M 84,544 +15,192 +22%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$5.17M 82,544 +13,958 +20%
Axa
122
Axa
France
$5.11M 81,600 -44,738 -35%
GWI
123
Grace & White Inc
New York
$5.03M 80,380 – –
HSBC Holdings
124
HSBC Holdings
United Kingdom
$5.03M 80,672 +30,660 +61%
CWA
125
Carolina Wealth Advisors
South Carolina
$4.99M 79,714 +23,338 +41%
3 4
5
6 7