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Williams-Sonoma
WSM

Overview Fund Activity

671 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 263 reducing their positions, and 46 closing their positions.

Holders
671
Holders Change
+80
Holders Change %
+13.54%
% of All Funds
9.84%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
263
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$240M
2
Invesco
2
Invesco
Georgia
$132M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.7M
4
Truist Financial
4
Truist Financial
North Carolina
$27.8M
5
Millennium Management
5
Millennium Management
New York
$27.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
SCM
3
Steadfast Capital Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$679M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$10.8M +$1.43M +14,192 +15%
Axa
102
Axa
France
$10.7M +$982K +9,730 +10%
TI
103
Trexquant Investment
Connecticut
$10.5M +$10.5M +104,524 New
Canada Life
104
Canada Life
Manitoba, Canada
$10.4M -$110K -1,090 -1%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3M -$687K -6,806 -6%
TSS
106
Thomas Story & Son
Indiana
$10.1M -$3.03K -30 -0%
NCM
107
Novare Capital Management
North Carolina
$9.99M -$1.4M -13,922 -12%
WCF
108
West Coast Financial
California
$9.98M +$967K +9,582 +11%
CAM
109
Congress Asset Management
Massachusetts
$9.56M +$2.08M +20,606 +28%
MOACM
110
Mutual of America Capital Management
New York
$9.46M -$556K -5,512 -6%
AB
111
Amalgamated Bank
New York
$9.44M +$938K +9,302 +11%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$9.06M +$1.23M +12,200 +16%
IHL
113
Investment House LLC
California
$9.04M +$200K +1,980 +2%
Prudential Financial
114
Prudential Financial
New Jersey
$8.6M +$3.86M +38,252 +81%
Allspring Global Investments
115
Allspring Global Investments
North Carolina
$8.51M +$142K +1,404 +2%
ISL
116
Ingalls & Snyder LLC
New York
$8.47M -$1.38M -13,706 -14%
STCG
117
Speece Thorson Capital Group
Minnesota
$8.37M -$2.17M -21,510 -21%
CWA
118
Carolina Wealth Advisors
South Carolina
$8.36M -$11.1K -110 -0.1%
EW
119
Evexia Wealth
Wisconsin
$8.16M -$139K -1,388 -2%
GWI
120
Grace & White Inc
New York
$8.11M – – –
RA
121
Royce & Associates
New York
$8.09M -$2.79M -27,656 -26%
GAM
122
Gotham Asset Management
New York
$8.06M -$418K -4,144 -5%
KWM
123
Kingsview Wealth Management
Oregon
$7.8M +$1.18M +11,722 +18%
UBS Group
124
UBS Group
Switzerland
$7.78M -$23.5M -233,128 -75%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$7.52M -$554K -5,492 -7%
3 4
5
6 7