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Williams-Sonoma
WSM

Overview Fund Activity

813 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 313 reducing their positions, and 86 closing their positions.

Holders
813
Holders Change
+13
Holders Change %
+1.63%
% of All Funds
11.83%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
313
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.16B
2
Renaissance Technologies
2
Renaissance Technologies
New York
$108M
3
Amundi
3
Amundi
France
$123M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$69M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$113M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$235M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$86.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$29M
5
Goldman Sachs
5
Goldman Sachs
New York
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$2.16B 7,659,794 +886,778 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.87B 6,625,321 +3,212 +0%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.44B 5,085,364 -1,305,546 -20%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.29B 4,559,657 -20,510 -0.4%
BC
5
Blackhill Capital
New Jersey
$1.1B 3,904,214 -240 -0%
State Street
6
State Street
Massachusetts
$721M 2,551,786 -50,105 -2%
LGP
7
Leonard Green & Partners
California
$455M 1,612,015 – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$365M 1,296,015 +29,476 +2%
Invesco
9
Invesco
Georgia
$356M 1,260,281 -128,398 -9%
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$272M 964,910 +214,669 +29%
First Trust Advisors
11
First Trust Advisors
Illinois
$264M 935,499 -8,908 -0.9%
Northern Trust
12
Northern Trust
Illinois
$240M 850,834 +65,672 +8%
Capital Research Global Investors
13
Capital Research Global Investors
California
$235M 833,442 -1,903,619 -70%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$233M 823,692 +43,607 +6%
Norges Bank
15
Norges Bank
Norway
$209M 739,484 +33,697 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$206M 729,968 -55,489 -7%
Morgan Stanley
17
Morgan Stanley
New York
$161M 571,237 +46,907 +9%
Principal Financial Group
18
Principal Financial Group
Iowa
$156M 553,082 -31,034 -5%
UBS AM
19
UBS AM
Illinois
$152M 539,591 +216,891 +67%
Ameriprise
20
Ameriprise
Minnesota
$124M 440,893 +120,317 +38%
Amundi
21
Amundi
France
$123M 436,911 +285,440 +188%
Charles Schwab
22
Charles Schwab
California
$119M 420,129 +269 +0.1%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$113M 398,818 +228,261 +134%
Renaissance Technologies
24
Renaissance Technologies
New York
$108M 383,700 +323,400 +536%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$107M 379,840 +160,446 +73%
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