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Williams-Sonoma
WSM

Overview Fund Activity

591 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 179 increasing their positions, 248 reducing their positions, and 63 closing their positions.

Holders
591
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
9.43%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.21%
New
79
Increased
179
Reduced
248
Closed
63
Calls
$364M
Puts
$368M
Net Calls
-$3.88M
Net Calls Change
+$50.1M

Top Buyers

1
LGP
1
Leonard Green & Partners
California
$499M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$72.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$566M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$70.3M
5
Norges Bank
5
Norges Bank
Norway
$101M

Top Sellers

1
CAM
1
Congress Asset Management
Massachusetts
$5.76M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.14B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$6.94M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$6.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B 7,582,430 -140,365 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.14B 7,324,808 -419,239 -5%
BlackRock
3
BlackRock
New York
$927M 5,965,684 -54,971 -0.9%
Aristotle Capital Management
4
Aristotle Capital Management
California
$715M 4,603,452 -13,800 -0.3%
BC
5
Blackhill Capital
New Jersey
$613M 3,946,797 – –
Capital Research Global Investors
6
Capital Research Global Investors
California
$566M 3,643,953 +310,414 +9%
LGP
7
Leonard Green & Partners
California
$499M 3,212,015 +3,212,015 New
State Street
8
State Street
Massachusetts
$342M 2,200,253 -68,843 -3%
Charles Schwab
9
Charles Schwab
California
$226M 1,456,161 +18,004 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$179M 1,148,786 +6,514 +0.6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$147M 946,819 -5,001 -0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$129M 832,400 -21,929 -3%
Northern Trust
13
Northern Trust
Illinois
$111M 712,300 -45,907 -6%
Principal Financial Group
14
Principal Financial Group
Iowa
$104M 667,778 -14,953 -2%
Norges Bank
15
Norges Bank
Norway
$101M 651,456 +189,164 +41%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$97.1M 624,611 +21,525 +4%
Ameriprise
17
Ameriprise
Minnesota
$92.6M 595,708 -111,013 -16%
HMP
18
HS Management Partners
New York
$92.3M 594,069 +41,405 +7%
AllianceBernstein
19
AllianceBernstein
Tennessee
$88.2M 567,552 -96,843 -15%
Morgan Stanley
20
Morgan Stanley
New York
$86.8M 558,503 -111,026 -17%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$80M 514,674 -22,585 -4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$78.6M 505,658 +42,218 +9%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$72.2M 464,355 +457,682 +6,859%
CCMG
24
Clark Capital Management Group
Pennsylvania
$70.3M 452,523 +281,805 +165%
BTW
25
Boston Trust Walden
Massachusetts
$62.9M 404,782 +140,551 +53%
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