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Williams-Sonoma
WSM

Overview Fund Activity

671 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, 263 reducing their positions, and 46 closing their positions.

Holders
671
Holders Change
+80
Holders Change %
+13.54%
% of All Funds
9.84%
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
263
Closed
46
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$240M
2
Invesco
2
Invesco
Georgia
$132M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.7M
4
Truist Financial
4
Truist Financial
North Carolina
$27.8M
5
Millennium Management
5
Millennium Management
New York
$27.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
SCM
3
Steadfast Capital Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$679M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.48B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.48B 7,318,427 -264,003 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.39B 6,875,590 -449,218 -6%
BlackRock
3
BlackRock
New York
$1.19B 5,891,759 -73,925 -1%
Aristotle Capital Management
4
Aristotle Capital Management
California
$926M 4,587,322 -16,130 -0.4%
BC
5
Blackhill Capital
New Jersey
$796M 3,945,820 -977 -0%
Capital Research Global Investors
6
Capital Research Global Investors
California
$679M 3,364,277 -279,676 -8%
LGP
7
Leonard Green & Partners
California
$648M 3,212,015 – –
State Street
8
State Street
Massachusetts
$458M 2,268,511 +68,258 +3%
Charles Schwab
9
Charles Schwab
California
$289M 1,430,924 -25,237 -2%
Morgan Stanley
10
Morgan Stanley
New York
$240M 1,187,930 +629,427 +113%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$236M 1,171,253 +22,467 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$196M 970,737 +23,918 +3%
Northern Trust
13
Northern Trust
Illinois
$158M 785,143 +72,843 +10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$155M 767,099 -65,301 -8%
Norges Bank
15
Norges Bank
Norway
$153M 757,473 +106,017 +16%
Invesco
16
Invesco
Georgia
$132M 652,780 +265,919 +69%
Principal Financial Group
17
Principal Financial Group
Iowa
$124M 613,540 -54,238 -8%
Pacer Advisors
18
Pacer Advisors
Pennsylvania
$124M 613,024 -11,587 -2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$103M 512,487 +6,829 +1%
AllianceBernstein
20
AllianceBernstein
Tennessee
$102M 505,886 -61,666 -11%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$85M 421,042 -93,632 -18%
BTW
22
Boston Trust Walden
Massachusetts
$84.1M 416,741 +11,959 +3%
CCMG
23
Clark Capital Management Group
Pennsylvania
$80.3M 398,101 -54,422 -12%
Ameriprise
24
Ameriprise
Minnesota
$76.7M 379,952 -215,756 -36%
HMP
25
HS Management Partners
New York
$70M 346,894 -247,175 -42%
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