WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

672 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, 264 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+80
Holders Change %
+13.51%
% of All Funds
9.85%
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
264
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
SCM
Steadfast Capital Management
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$679M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$7.47M -$1.01M -9,972 -12%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$7.41M +$61.5K +610 +0.8%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$7.39M -$2.81M -27,838 -28%
MIM
129
MetLife Investment Management
New Jersey
$7.36M -$129K -1,276 -2%
CMP
130
Coston McIsaac & Partners
Maine
$7.19M +$37.3K +370 +0.5%
US Bancorp
131
US Bancorp
Minnesota
$7.14M -$300K -2,978 -4%
Westfield Capital Management
132
Westfield Capital Management
Massachusetts
$7.07M +$7.07M +70,108 New
1IA
133
1834 Investment Advisors
Wisconsin
$7.03M -$206K -2,042 -3%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$6.92M -$665K -6,592 -9%
BGIM
135
Brandywine Global Investment Management
Pennsylvania
$6.89M -$438K -4,338 -6%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$6.88M -$244K -2,420 -3%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$6.59M -$387K -3,832 -6%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.48M +$91K +902 +1%
KIC
139
Kensington Investment Counsel
California
$6.45M +$677K +6,712 +12%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$6.44M -$355K -3,516 -5%
RWA
141
Roberts Wealth Advisors
California
$6.43M -$607 -2 -0%
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
$6.31M -$2.11M -20,912 -25%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$6.29M -$970K -9,616 -13%
YCM
144
Yousif Capital Management
Michigan
$6.28M +$32.5K +322 +0.5%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$6.27M +$449K +4,450 +8%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$6.26M -$2.82M -28,000 -31%
SIC
147
SFE Investment Counsel
California
$6.24M -$838K -8,306 -12%
Comerica Bank
148
Comerica Bank
Texas
$6.22M +$259K +2,572 +4%
IMRF
149
Illinois Municipal Retirement Fund
Illinois
$6.12M – – –
ACM
150
Alpha Capital Management
Texas
$6.1M -$323K -3,202 -5%
4 5
6
7 8