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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 %
LW
101
Linscomb Wealth
Texas
$18.8M -$574K -3,703 -3%
WG
102
Winton Group
United Kingdom
$18.4M +$300K +1,936 +2%
HighTower Advisors
103
HighTower Advisors
Illinois
$17.9M +$13.1M +84,254 +270%
VI
104
Vestcor Inc
New Brunswick, Canada
$17.8M -$2.56M -16,556 -13%
IHL
105
Investment House LLC
California
$17.4M -$177K -1,144 -1%
WC
106
Winmill & Co
New York
$17.4M – – –
Pictet Asset Management
107
Pictet Asset Management
Switzerland
$17.3M +$785K +5,067 +5%
PHAM
108
Pacific Heights Asset Management
California
$17M -$1.55M -10,000 -8%
Squarepoint
109
Squarepoint
New York
$17M +$2.37M +15,299 +16%
CAM
110
Congress Asset Management
Massachusetts
$16.8M +$969K +6,258 +6%
Corient Private Wealth
111
Corient Private Wealth
Florida
$16.6M -$2.4M -15,524 -13%
MPM
112
Meritage Portfolio Management
Kansas
$16.4M -$179K -1,155 -1%
WorldQuant Millennium Advisors
113
WorldQuant Millennium Advisors
New York
$16.1M +$16.1M +104,182 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$16.1M +$292K +1,886 +2%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$15.8M -$517K -3,348 -3%
Korea Investment Corp
116
Korea Investment Corp
South Korea
$15.6M -$3.7M -23,903 -19%
Adage Capital Partners
117
Adage Capital Partners
Massachusetts
$15.5M +$7.19M +46,400 +87%
Nomura Asset Management
118
Nomura Asset Management
Japan
$15.4M +$3.73M +24,059 +32%
Verition Fund Management
119
Verition Fund Management
Connecticut
$15.3M +$8.73M +56,371 +133%
GAM
120
Gotham Asset Management
New York
$15.2M +$2.35M +15,197 +18%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M -$1.97M -12,697 -12%
AIM
122
Achmea Investment Management
Netherlands
$14.5M +$1.45M +9,388 +11%
BAMF
123
BI Asset Management Fondsmaeglerselskab
Denmark
$14M -$9.54M -61,601 -41%
TSS
124
Thomas Story & Son
Indiana
$14M -$1.55K -10 -0%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$13.9M +$44.8K +289 +0.3%
3 4
5
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