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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 %
RBC
201
Romano Brothers & Co
Illinois
$5.34M -$564K -3,550 -10%
ASRS
202
Arizona State Retirement System
Arizona
$5.32M -$87K -548 -2%
MIF
203
Mediolanum International Funds
Ireland
$5.29M +$5.29M +33,666 New
SIA
204
Soltis Investment Advisors
Utah
$5.26M -$1.85M -11,680 -26%
BIAS
205
Beacon Investment Advisory Services
New Jersey
$5.19M – – –
Nomura Asset Management
206
Nomura Asset Management
Japan
$5.19M +$147K +924 +3%
SDIC
207
South Dakota Investment Council
South Dakota
$5.16M -$1.33M -8,400 -21%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$5.14M +$52.1K +328 +1%
CA
209
Cullinan Associates
Kentucky
$5.08M – – –
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$5.04M -$720K -4,532 -12%
PCP
211
Perbak Capital Partners
United Kingdom
$5.02M +$5.02M +31,622 New
SOMRS
212
State of Michigan Retirement System
Michigan
$4.99M +$95.3K +600 +2%
FAF
213
Fjarde Ap-fonden
Sweden
$4.99M +$4.99M +31,400 New
TC
214
TownSquare Capital
Utah
$4.92M +$427K +2,690 +10%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$4.87M -$660K -4,160 -12%
CA
216
CapWealth Advisors
Tennessee
$4.78M -$63.5K -400 -1%
CWM
217
Congress Wealth Management
Massachusetts
$4.77M +$191K +1,200 +4%
TAF
218
Tredje AP-fonden
Sweden
$4.74M +$3.09M +19,462 +187%
SIC
219
Salem Investment Counselors
North Carolina
$4.73M -$50.8K -320 -1%
BF
220
BOK Financial
Oklahoma
$4.71M +$1.18M +7,484 +33%
BCI
221
Brinker Capital Investments
Pennsylvania
$4.7M -$689K -4,342 -13%
OPS
222
Orion Portfolio Solutions
Nebraska
$4.7M -$689K -4,342 -13%
LAM
223
Lakewood Asset Management
Illinois
$4.64M -$70.5K -444 -1%
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$4.57M +$4.57M +28,808 New
MCM
225
Monument Capital Management
Virginia
$4.55M -$411K -2,588 -8%
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