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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 %
SGCIA
151
Smith Graham & Co Investment Advisors
Texas
$4.72M -$42.1K -542 -0.9%
SIA
152
Soltis Investment Advisors
Utah
$4.72M +$1.4M +17,964 +42%
IMRF
153
Illinois Municipal Retirement Fund
Illinois
$4.72M +$359K +4,616 +8%
Deutsche Bank
154
Deutsche Bank
Germany
$4.62M -$1.98M -25,486 -30%
TCM
155
Telos Capital Management
California
$4.6M -$249K -3,210 -5%
Comerica Bank
156
Comerica Bank
Texas
$4.59M -$26.3M -337,844 -85%
MKA
157
M. Kulyk & Associates
Georgia
$4.57M +$386K +4,970 +9%
RCM
158
Radnor Capital Management
Pennsylvania
$4.52M +$4.52M +58,142 New
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$4.48M +$1.62M +20,900 +57%
VRS
160
Virginia Retirement Systems
Virginia
$4.48M -$31.1K -400 -0.7%
KIC
161
Kensington Investment Counsel
California
$4.44M +$4.44M +57,188 New
RBC
162
Romano Brothers & Co
Illinois
$4.44M -$46.6K -600 -1%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$4.43M +$157K +2,016 +4%
GIM
164
Goelzer Investment Management
Indiana
$4.27M -$45.8K -590 -1%
Hudson Bay Capital Management
165
Hudson Bay Capital Management
Connecticut
$4.1M +$4.1M +52,796 New
AIP
166
Ameritas Investment Partners
Nebraska
$4.04M -$310K -3,990 -7%
AAIS
167
ABN AMRO Investment Solutions
$4.04M +$4.04M +51,950 New
HSBC Holdings
168
HSBC Holdings
United Kingdom
$3.99M -$2.33M -29,720 -37%
JPMPWA
169
J.P. Morgan Private Wealth Advisors
California
$3.9M +$3.9M +50,210 New
SCM
170
Seascape Capital Management
New Hampshire
$3.82M +$18.3K +236 +0.5%
DAC
171
Dividend Assets Capital
South Carolina
$3.81M +$168K +2,164 +5%
Capital Fund Management (CFM)
172
Capital Fund Management (CFM)
France
$3.78M +$1.42M +18,220 +60%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$3.71M -$498K -6,906 -12%
SEC
174
Seven Eight Capital
New York
$3.66M +$2.49M +32,102 +213%
Prudential Financial
175
Prudential Financial
New Jersey
$3.65M +$2M +25,804 +122%
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