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Williams-Sonoma
WSM

Overview Fund Activity

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$969M
2
Holocene Advisors
Holocene Advisors
New York
$56.5M
3
Jane Street
Jane Street
New York
$29.6M
4
CCM
Candlestick Capital Management
Connecticut
$18.8M
5
MWM
Modera Wealth Management
New Jersey
$14.5M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
Goldman Sachs
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
151
Romano Brothers & Co
Illinois
$3.61M -$313K -5,000 -8%
ACM
152
Alpha Capital Management
Texas
$3.54M – – –
RJFSA
153
Raymond James Financial Services Advisors
Florida
$3.51M +$70.8K +1,132 +2%
IMRF
154
Illinois Municipal Retirement Fund
Illinois
$3.51M – – –
AIP
155
Ameritas Investment Partners
Nebraska
$3.5M -$68.6K -1,096 -2%
LS
156
Livforsakringsbolaget Skandia
Sweden
$3.49M -$363K -5,800 -9%
GIM
157
Goelzer Investment Management
Indiana
$3.48M -$86.3K -1,380 -2%
CSPIA
158
Cary Street Partners Investment Advisory
Virginia
$3.44M -$49.3K -788 -1%
MKA
159
M. Kulyk & Associates
Georgia
$3.37M +$817K +13,054 +32%
KWM
160
Kingsview Wealth Management
Oregon
$3.32M +$289K +4,624 +10%
WSTAM
161
Wilbanks Smith & Thomas Asset Management
Virginia
$3.08M +$1.83M +29,298 +146%
SCM
162
Seascape Capital Management
New Hampshire
$3.06M +$10.9K +174 +0.4%
DAC
163
Dividend Assets Capital
South Carolina
$2.93M +$1.2M +19,162 +69%
IHL
164
Investment House LLC
California
$2.81M +$2.81M +44,870 New
GCM
165
Genus Capital Management
British Columbia, Canada
$2.72M +$2.72M +43,428 New
SIA
166
Soltis Investment Advisors
Utah
$2.68M +$355K +5,666 +15%
BBWA
167
Bell & Brown Wealth Advisors
California
$2.67M +$11.9K +190 +0.4%
LG
168
Leuthold Group
Minnesota
$2.65M -$96.7K -1,546 -4%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.65M +$410K +6,548 +18%
SDIC
170
South Dakota Investment Council
South Dakota
$2.65M -$37.5K -600 -1%
BIAS
171
Beacon Investment Advisory Services
New Jersey
$2.62M -$942K -15,054 -26%
Robeco Institutional Asset Management
172
Robeco Institutional Asset Management
Netherlands
$2.61M -$212K -3,392 -8%
JAM
173
Jupiter Asset Management
United Kingdom
$2.61M -$7.3M -116,618 -74%
HSA
174
Hussman Strategic Advisors
Maryland
$2.6M -$501K -8,000 -16%
YIH
175
Y-Intercept (HK)
Hong Kong
$2.59M +$2.18M +34,906 +532%
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