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Williams-Sonoma
WSM

Overview Fund Activity

592 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+9
Holders Change %
+1.54%
% of All Funds
9.44%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
80
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
Leonard Green & Partners
California
$499M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$72.2M
3
Capital Research Global Investors
Capital Research Global Investors
California
$566M
4
CCMG
Clark Capital Management Group
Pennsylvania
$70.3M
5
Norges Bank
Norges Bank
Norway
$101M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$5.76M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.94M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWI
126
Grace & White Inc
New York
$6.25M – – –
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$6.22M -$195K -2,510 -3%
HPIA
128
Hamilton Point Investment Advisors
North Carolina
$6.06M +$34K +438 +0.6%
Voloridge Investment Management
129
Voloridge Investment Management
Florida
$6.03M -$45.6M -586,426 -88%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$5.84M -$1.31M -16,818 -18%
MIM
131
MetLife Investment Management
New Jersey
$5.77M -$397K -5,108 -6%
CAM
132
Congress Asset Management
Massachusetts
$5.76M -$68M -875,628 -92%
US Bancorp
133
US Bancorp
Minnesota
$5.73M -$2.15M -27,710 -27%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$5.66M -$75.8K -976 -1%
BGIM
135
Brandywine Global Investment Management
Pennsylvania
$5.64M -$16.7M -214,842 -75%
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$5.59M -$55.9K -720 -1%
APG Asset Management
137
APG Asset Management
Netherlands
$5.58M -$824K -10,600 -13%
1IA
138
1834 Investment Advisors
Wisconsin
$5.57M +$4.33M +55,730 +348%
CMP
139
Coston McIsaac & Partners
Maine
$5.51M +$264K +3,402 +5%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$5.49M – – –
SIC
141
SFE Investment Counsel
California
$5.45M +$338K +4,348 +7%
VanEck Associates
142
VanEck Associates
New York
$5.39M +$2.43M +31,298 +82%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$5.38M -$523K -6,730 -9%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$5.23M -$60.9K -784 -1%
KWM
145
Kingsview Wealth Management
Oregon
$5.1M +$968K +12,456 +23%
GMA
146
Glassy Mountain Advisors
Maryland
$4.97M -$178K -2,308 -3%
ACM
147
Alpha Capital Management
Texas
$4.95M +$156K +2,006 +3%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.92M -$441K -5,682 -8%
YCM
149
Yousif Capital Management
Michigan
$4.81M -$364K -4,690 -7%
Amundi
150
Amundi
France
$4.74M +$4.64M +57,500 +4,923%
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