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Williams-Sonoma
WSM

Overview Fund Activity

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$969M
2
Holocene Advisors
2
Holocene Advisors
New York
$56.5M
3
Jane Street
3
Jane Street
New York
$29.6M
4
CCM
4
Candlestick Capital Management
Connecticut
$18.8M
5
MWM
5
Modera Wealth Management
New Jersey
$14.5M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
3
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$26M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$969M 7,744,047 +1,089,042 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$966M 7,722,795 -199,813 -3%
BlackRock
3
BlackRock
New York
$753M 6,020,655 -244,861 -4%
Aristotle Capital Management
4
Aristotle Capital Management
California
$578M 4,617,252 -13,260 -0.3%
BC
5
Blackhill Capital
New Jersey
$494M 3,946,797 -700 -0%
Capital Research Global Investors
6
Capital Research Global Investors
California
$417M 3,333,539 +1,849 +0.1%
State Street
7
State Street
Massachusetts
$284M 2,269,096 +15,078 +0.7%
Charles Schwab
8
Charles Schwab
California
$180M 1,438,157 +53,754 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$143M 1,142,272 +35,315 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$119M 951,820 +9,994 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$107M 854,329 +12,290 +1%
Northern Trust
12
Northern Trust
Illinois
$94.9M 758,207 -52,427 -6%
Ameriprise
13
Ameriprise
Minnesota
$88.4M 706,721 -6,292 -0.9%
Principal Financial Group
14
Principal Financial Group
Iowa
$85.4M 682,731 -17,272 -2%
Morgan Stanley
15
Morgan Stanley
New York
$83.8M 669,529 -10,617 -2%
AllianceBernstein
16
AllianceBernstein
Tennessee
$83.1M 664,395 -2,692 -0.4%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$75.5M 603,086 +30,976 +5%
HMP
18
HS Management Partners
New York
$69.2M 552,664 -219,990 -28%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$67.2M 537,259 -492 -0.1%
CAM
20
Congress Asset Management
Massachusetts
$59.4M 474,894 -416,311 -47%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$58M 463,440 +15,336 +3%
Norges Bank
22
Norges Bank
Norway
$57.9M 462,292 +6,900 +2%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$57.8M 461,675 -235,410 -34%
Holocene Advisors
24
Holocene Advisors
New York
$56.5M 451,472 +451,472 New
SCM
25
Steadfast Capital Management
New York
$53.4M 426,862 +10,000 +2%
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