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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 %
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$9.53M -$318K -2,000 -3%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$9.47M +$139K +874 +1%
Comerica Bank
153
Comerica Bank
Texas
$9.45M -$339K -2,134 -3%
PP
154
Prudential plc
United Kingdom
$9.24M +$6.03M +37,984 +188%
GMA
155
Glassy Mountain Advisors
Maryland
$9.12M -$407K -2,566 -4%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$9.09M -$127K -798 -1%
GWI
157
Grace & White Inc
New York
$9.05M -$3.71M -23,350 -29%
RCM
158
Radnor Capital Management
Pennsylvania
$8.95M -$103K -650 -1%
HPIA
159
Hamilton Point Investment Advisors
North Carolina
$8.92M -$114K -720 -1%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$8.91M +$4.67M +29,422 +110%
DIA
161
Dana Investment Advisors
Wisconsin
$8.85M +$6.41M +40,392 +263%
Osaic Holdings
162
Osaic Holdings
Arizona
$8.77M -$14.3M -90,070 -62%
TAM
163
Tabor Asset Management
New York
$8.71M -$10.6M -66,586 -55%
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$8.61M +$826K +13,574 +11%
LS
165
Livforsakringsbolaget Skandia
Sweden
$8.48M +$31.8K +200 +0.4%
Walleye Trading
166
Walleye Trading
New York
$8.11M -$15M -94,394 -65%
GIM
167
Goelzer Investment Management
Indiana
$8.07M -$419K -2,636 -5%
AAIS
168
ABN AMRO Investment Solutions
$8.06M +$63.2K +398 +0.8%
EW
169
Evexia Wealth
Wisconsin
$8.05M -$3.71M -25,702 -32%
1IA
170
1834 Investment Advisors
Wisconsin
$8.05M -$3.01M -18,960 -27%
MSV
171
MN Services Vermogensbeheer
Netherlands
$7.84M +$7.84M +49,400 New
RA
172
Royce & Associates
New York
$7.79M -$4.94M -31,088 -39%
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.78M +$2.33M +16,074 +43%
Axa
174
Axa
France
$7.58M -$9.3M -58,590 -55%
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$7.55M +$4.6M +28,992 +156%
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