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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 %
WSTAM
201
Wilbanks Smith & Thomas Asset Management
Virginia
$3.21M -$1.42M -14,084 -31%
Nomura Asset Management
202
Nomura Asset Management
Japan
$3.2M -$200K -1,986 -6%
DA
203
Duality Advisers
Florida
$3.19M +$3.19M +31,604 New
M&T Bank
204
M&T Bank
New York
$3.16M -$213K -2,114 -6%
MCM
205
Monument Capital Management
Virginia
$3.15M +$3.15M +31,240 New
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$3.15M +$607K +6,018 +24%
APF
207
Alaska Permanent Fund
Alaska
$3.13M -$626K -6,200 -17%
ECM
208
ExodusPoint Capital Management
New York
$3.12M +$3.12M +30,966 New
SOMRS
209
State of Michigan Retirement System
Michigan
$3.11M +$20.2K +200 +0.7%
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$3.1M -$977K -9,684 -24%
CA
211
CapWealth Advisors
Tennessee
$3.07M +$3.07M +30,476 New
SIC
212
Salem Investment Counselors
North Carolina
$3.04M -$90.8K -900 -3%
DekaBank Deutsche Girozentrale
213
DekaBank Deutsche Girozentrale
Germany
$3.04M -$1.09M -10,840 -26%
LAM
214
Lakewood Asset Management
Illinois
$2.99M +$22.6K +224 +0.8%
CWM
215
Congress Wealth Management
Massachusetts
$2.91M +$50.2K +498 +2%
NMIMC
216
Northwestern Mutual Investment Management Company
Wisconsin
$2.88M +$5.45K +54 +0.2%
SSA
217
Schonfeld Strategic Advisors
New York
$2.87M +$2.87M +28,430 New
COPPSERS
218
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.86M +$232K +2,298 +9%
TC
219
TownSquare Capital
Utah
$2.86M +$163K +1,616 +6%
LFAS
220
Level Four Advisory Services
Texas
$2.79M -$240K -2,378 -8%
William Blair & Company
221
William Blair & Company
Illinois
$2.78M +$31.1K +308 +1%
IIL
222
Insight Inv LLC
California
$2.77M -$2.02K -20 -0.1%
NMERB
223
New Mexico Educational Retirement Board
New Mexico
$2.74M – – –
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$2.7M -$114K -1,130 -4%
CWM
225
Centric Wealth Management
Illinois
$2.59M +$125K +1,250 +5%
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