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

Top Sellers

1
LGP
Leonard Green & Partners
California
$512M
2
Charles Schwab
Charles Schwab
California
$133M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.1B
4
Morgan Stanley
Morgan Stanley
New York
$166M
5
Capital Research Global Investors
Capital Research Global Investors
California
$869M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
101
Pacific Heights Asset Management
California
$19.1M – – –
CAM
102
Congress Asset Management
Massachusetts
$18.2M +$3.11M +19,572 +21%
IHL
103
Investment House LLC
California
$18.1M +$3.86M +24,330 +27%
TPSF
104
Texas Permanent School Fund
Texas
$17.8M +$231K +1,452 +1%
WC
105
Winmill & Co
New York
$17.8M – – –
Verition Fund Management
106
Verition Fund Management
Connecticut
$17.5M +$17.1M +107,636 +3,748%
MPM
107
Meritage Portfolio Management
Kansas
$17.2M -$781K -4,918 -4%
ONB
108
Old National Bancorp
Indiana
$17.1M -$1.01M -6,358 -6%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.9M +$723K +4,556 +4%
Man Group
110
Man Group
United Kingdom
$16.4M +$8.07M +50,834 +97%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$16.3M -$4.09M -25,756 -20%
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$16.2M -$8.57M -54,000 -35%
WCF
113
West Coast Financial
California
$16.2M +$454K +2,858 +3%
VA
114
Vident Advisory
Georgia
$16.1M -$7.56M -47,588 -32%
CS
115
Credit Suisse
Switzerland
$16.1M -$14.5M -91,066 -47%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$15.8M -$1.94M -12,226 -11%
Canada Life
117
Canada Life
Manitoba, Canada
$15.6M -$709K -4,464 -4%
Lazard Asset Management
118
Lazard Asset Management
New York
$15.4M -$13.2M -82,868 -46%
HMCP
119
Hook Mill Capital Partners
New York
$15.2M -$16.5M -103,686 -52%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$14.9M -$12.2M -76,884 -45%
NCM
121
Novare Capital Management
North Carolina
$14.4M -$1.27M -7,992 -8%
TSS
122
Thomas Story & Son
Indiana
$14.3M -$1.54M -9,670 -10%
AB
123
Amalgamated Bank
New York
$13.9M -$914K -5,756 -6%
MOACM
124
Mutual of America Capital Management
New York
$13.8M -$1.07M -6,716 -7%
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$13.1M +$13.1M +82,612 New
3 4
5
6 7