WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

672 hedge funds and large institutions have $12.8B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 194 increasing their positions, 264 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+80
Holders Change %
+13.51%
% of All Funds
9.85%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
137
Increased
194
Reduced
264
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$240M
2
Invesco
Invesco
Georgia
$132M
3
Citadel Advisors
Citadel Advisors
Florida
$44.7M
4
Truist Financial
Truist Financial
North Carolina
$27.8M
5
Millennium Management
Millennium Management
New York
$27.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
SCM
Steadfast Capital Management
New York
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$679M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.48B
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.79M -$122K -1,210 -3%
Allianz Asset Management
177
Allianz Asset Management
Germany
$3.76M +$1.68M +16,628 +80%
RBC
178
Romano Brothers & Co
Illinois
$3.75M -$2.01M -19,950 -35%
JIM
179
Jensen Investment Management
Oregon
$3.7M -$888K -8,800 -19%
ACM
180
Alamar Capital Management
California
$3.68M +$92.2K +914 +3%
OPERF
181
Oregon Public Employees Retirement Fund
Oregon
$3.66M +$20.2K +200 +0.6%
LSERS
182
Louisiana State Employees Retirement System
Louisiana
$3.63M -$40.4K -400 -1%
CG
183
Cutler Group
California
$3.53M +$3.09M +30,664 +712%
RJFSA
184
Raymond James Financial Services Advisors
Florida
$3.52M +$117K +1,164 +3%
VI
185
Vestcor Inc
New Brunswick, Canada
$3.51M -$158K -1,564 -4%
JIC
186
Johnson Investment Counsel
Ohio
$3.49M -$38.7K -384 -1%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$3.48M +$2.89M +28,612 +489%
CCM
188
Coldstream Capital Management
Washington
$3.48M +$186K +1,844 +6%
ASRS
189
Arizona State Retirement System
Arizona
$3.44M -$253K -2,504 -7%
BCI
190
Brinker Capital Investments
Pennsylvania
$3.38M +$463K +4,644 +16%
OPS
191
Orion Portfolio Solutions
Nebraska
$3.38M +$463K +4,644 +16%
Robeco Institutional Asset Management
192
Robeco Institutional Asset Management
Netherlands
$3.36M -$797K -7,898 -19%
BIAS
193
Beacon Investment Advisory Services
New Jersey
$3.3M – – –
Chevy Chase Trust
194
Chevy Chase Trust
Maryland
$3.29M -$449K -4,448 -12%
MC
195
Maverick Capital
Texas
$3.27M -$1.1M -10,876 -25%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$3.23M -$11.5K -114 -0.4%
CA
197
Cullinan Associates
Kentucky
$3.23M – – –
Stifel Financial
198
Stifel Financial
Missouri
$3.23M +$348K +3,452 +12%
AG
199
Algert Global
California
$3.22M -$442K -4,380 -12%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$3.22M +$163K +1,610 +5%
6 7
8
9 10