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Williams-Sonoma
WSM

Overview Fund Activity

800 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, 214 increasing their positions, 291 reducing their positions, and 51 closing their positions.

Holders
800
Holders Change
+129
Holders Change %
+19.23%
% of All Funds
11.6%
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
214
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.15B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$300M
3
Invesco
3
Invesco
Georgia
$441M
4
State Street
4
State Street
Massachusetts
$826M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.7M

Top Sellers

1
LGP
1
Leonard Green & Partners
California
$512M
2
Charles Schwab
2
Charles Schwab
California
$133M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.1B
4
Morgan Stanley
4
Morgan Stanley
New York
$166M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$869M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$2.15B 6,773,016 +881,257 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.1B 6,622,109 -696,318 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.03B 6,390,910 -484,680 -7%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.45B 4,580,167 -7,155 -0.2%
BC
5
Blackhill Capital
New Jersey
$1.24B 3,904,454 -41,366 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$869M 2,737,061 -627,216 -19%
State Street
7
State Street
Massachusetts
$826M 2,601,891 +333,380 +15%
LGP
8
Leonard Green & Partners
California
$512M 1,612,015 -1,600,000 -50%
Invesco
9
Invesco
Georgia
$441M 1,388,679 +735,899 +113%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$402M 1,266,539 +95,286 +8%
First Trust Advisors
11
First Trust Advisors
Illinois
$300M 944,407 +814,285 +626%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$249M 785,457 +18,358 +2%
Northern Trust
13
Northern Trust
Illinois
$249M 785,162 +19 +0%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$248M 780,085 -190,652 -20%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$238M 750,241 +137,217 +22%
Norges Bank
16
Norges Bank
Norway
$224M 705,787 -51,686 -7%
Principal Financial Group
17
Principal Financial Group
Iowa
$185M 584,116 -29,424 -5%
Morgan Stanley
18
Morgan Stanley
New York
$166M 524,330 -663,600 -56%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$164M 704,919 +192,432 +38%
Charles Schwab
20
Charles Schwab
California
$133M 419,860 -1,011,064 -71%
AllianceBernstein
21
AllianceBernstein
Tennessee
$130M 409,933 -95,953 -19%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$125M 393,827 +162,241 +70%
Goldman Sachs
23
Goldman Sachs
New York
$119M 376,257 +160,958 +75%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$111M 348,113 -72,929 -17%
UBS AM
25
UBS AM
Illinois
$102M 322,700 +83,268 +35%
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