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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 %
EF
201
Empowered Funds
Pennsylvania
$2.7M +$1.07M +13,772 +66%
Simplex Trading
202
Simplex Trading
Illinois
$2.67M +$2.67M +34,388 New
Macquarie Group
203
Macquarie Group
Australia
$2.64M -$131K -1,690 -5%
Nomura Asset Management
204
Nomura Asset Management
Japan
$2.62M +$663K +8,536 +34%
RJFSA
205
Raymond James Financial Services Advisors
Florida
$2.62M -$1.74M -22,434 -40%
M&T Bank
206
M&T Bank
New York
$2.6M -$13.4K -172 -0.5%
BFM
207
Boothbay Fund Management
New York
$2.55M +$2.06M +26,462 +420%
BIAS
208
Beacon Investment Advisory Services
New Jersey
$2.54M -$711K -9,146 -22%
CCM
209
Coldstream Capital Management
Washington
$2.53M +$4.51K +58 +0.2%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$2.5M -$135K -1,734 -5%
CA
211
Cullinan Associates
Kentucky
$2.49M – – –
SIC
212
Salem Investment Counselors
North Carolina
$2.41M -$15.5K -200 -0.6%
SOMRS
213
State of Michigan Retirement System
Michigan
$2.38M -$140K -1,800 -6%
LFAS
214
Level Four Advisory Services
Texas
$2.33M +$67.1K +864 +3%
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
$2.31M +$653K +8,400 +39%
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$2.3M -$727K -9,498 -24%
GCM
217
Genus Capital Management
British Columbia, Canada
$2.3M -$1.08M -13,880 -32%
LAM
218
Lakewood Asset Management
Illinois
$2.29M -$6.99K -90 -0.3%
WP
219
Woodline Partners
California
$2.28M +$2.28M +29,370 New
BCI
220
Brinker Capital Investments
Pennsylvania
$2.27M -$204K -2,622 -8%
OPS
221
Orion Portfolio Solutions
Nebraska
$2.27M -$204K -2,622 -8%
MAP
222
Moody Aldrich Partners
Massachusetts
$2.25M -$615K -7,920 -21%
FAM
223
Formidable Asset Management
Ohio
$2.23M -$5.28K -68 -0.2%
Stifel Financial
224
Stifel Financial
Missouri
$2.22M -$197K -2,534 -8%
NMIMC
225
Northwestern Mutual Investment Management Company
Wisconsin
$2.21M -$54.4K -700 -2%
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