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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 %
FRAF
126
Första AP-fonden
Sweden
$13M +$13M +81,800 New
HSBC Holdings
127
HSBC Holdings
United Kingdom
$12.8M +$11.3M +71,138 +752%
Allspring Global Investments
128
Allspring Global Investments
North Carolina
$12.6M -$807K -5,084 -6%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$12.3M +$618K +3,894 +5%
GAM
130
Gotham Asset Management
New York
$12.2M -$482K -3,034 -4%
Prudential Financial
131
Prudential Financial
New Jersey
$12M -$1.51M -9,512 -11%
Westfield Capital Management
132
Westfield Capital Management
Massachusetts
$12M +$840K +5,292 +8%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$11.7M -$133K -838 -1%
MIM
134
MetLife Investment Management
New Jersey
$11.3M -$295K -1,856 -3%
CMP
135
Coston McIsaac & Partners
Maine
$11.2M -$94.9K -598 -0.8%
Mitsubishi UFJ Asset Management
136
Mitsubishi UFJ Asset Management
Japan
$11.1M +$9.69M +61,052 +665%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$11M +$152K +960 +1%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$10.8M – – –
BGIM
139
Brandywine Global Investment Management
Pennsylvania
$10.8M -$35.2K -222 -0.3%
US Bancorp
140
US Bancorp
Minnesota
$10.6M -$629K -3,960 -6%
KIC
141
Kensington Investment Counsel
California
$10.4M +$297K +1,868 +3%
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
$10.4M +$489K +3,078 +5%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$10.3M +$412K +2,598 +4%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.97M -$224K -1,412 -2%
ISL
145
Ingalls & Snyder LLC
New York
$9.9M -$3.43M -21,602 -26%
WAM
146
Weiss Asset Management
Massachusetts
$9.89M +$9.89M +62,302 New
LPL Financial
147
LPL Financial
California
$9.76M -$1.99M -12,546 -17%
IMRF
148
Illinois Municipal Retirement Fund
Illinois
$9.63M – – –
VOYA Investment Management
149
VOYA Investment Management
Georgia
$9.61M -$524K -3,298 -5%
YCM
150
Yousif Capital Management
Michigan
$9.58M -$294K -1,850 -3%
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