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Williams-Sonoma
WSM

Overview Fund Activity

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$168M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$84.8M
3
SCM
3
Steadfast Capital Management
New York
$50.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29.8M
5
Millennium Management
5
Millennium Management
New York
$60.5M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$19.2M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$405M
3
HMP
3
HS Management Partners
New York
$94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$545K
5
Barclays
5
Barclays
United Kingdom
$7.69M
Name Market Value Shares Shares
Change 		Shares
Change %
ARAM
151
Ardmore Road Asset Management
New York
$3.65M 30,000 +30,000 New
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.65M 29,982 -29 -0.1%
SIC
153
SFE Investment Counsel
California
$3.59M 30,572 +2,362 +8%
TCM
154
Telos Capital Management
California
$3.56M 29,290 +1,425 +5%
ACM
155
Alpha Capital Management
Texas
$3.54M 30,826 – –
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$3.5M 28,795 -3,035 -10%
JPMPWA
157
J.P. Morgan Private Wealth Advisors
California
$3.49M 28,660 +6,305 +28%
AIP
158
Ameritas Investment Partners
Nebraska
$3.47M 28,554 -318 -1%
GIM
159
Goelzer Investment Management
Indiana
$3.46M 28,472 +2,085 +8%
BIAS
160
Beacon Investment Advisory Services
New Jersey
$3.46M 28,450 -800 -3%
CWA
161
Carolina Wealth Advisors
South Carolina
$3.43M 28,188 +28,188 New
IMRF
162
Illinois Municipal Retirement Fund
Illinois
$3.41M 28,033 – –
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$3.39M 27,885 +116 +0.4%
VRS
164
Virginia Retirement Systems
Virginia
$3.37M 27,700 -1,400 -5%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$3.35M 27,495 -2,118 -7%
TI
166
Trexquant Investment
Connecticut
$3.32M 27,252 +27,252 New
RCM
167
Radnor Capital Management
Pennsylvania
$3.07M 25,223 +575 +2%
EAM
168
EFG Asset Management
Oregon
$3.06M 25,128 -769 -3%
HSA
169
Hussman Strategic Advisors
Maryland
$3.02M 24,800 – –
HSBC Holdings
170
HSBC Holdings
United Kingdom
$3.02M 25,006 -566 -2%
SCM
171
Seascape Capital Management
New Hampshire
$2.97M 24,379 +282 +1%
KWM
172
Kingsview Wealth Management
Oregon
$2.95M 24,251 +24,251 New
CCM
173
Chimera Capital Management
New York
$2.87M 23,575 -1,903 -7%
CCM
174
Cinctive Capital Management
New York
$2.83M 23,284 +23,284 New
WBC
175
Westpac Banking Corp
Australia
$2.81M 23,128 -739 -3%
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