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Williams-Sonoma
WSM

Overview Fund Activity

818 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 657 increasing their positions, 46 reducing their positions, and 100 closing their positions.

Holders
818
Holders Change
+5
Holders Change %
+0.62%
% of All Funds
11.83%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
657
Reduced
46
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.39B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.02B
3
Aristotle Capital Management
3
Aristotle Capital Management
California
$1.41B
4
BC
4
Blackhill Capital
New Jersey
$1.21B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.36B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
TPSF
3
Texas Permanent School Fund
Texas
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$1.32M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$2.39B 15,414,607 +7,754,813 +101%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.02B 13,053,669 +6,428,348 +97%
Aristotle Capital Management
3
Aristotle Capital Management
California
$1.41B 9,114,314 +4,554,657 +100%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.36B 8,781,201 +3,695,837 +73%
BC
5
Blackhill Capital
New Jersey
$1.21B 7,808,428 +3,904,214 +100%
State Street
6
State Street
Massachusetts
$826M 5,329,125 +2,777,339 +109%
LGP
7
Leonard Green & Partners
California
$499M 3,224,030 +1,612,015 +100%
Invesco
8
Invesco
Georgia
$475M 3,066,914 +1,806,633 +143%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$418M 2,689,451 +1,393,436 +108%
First Trust Advisors
10
First Trust Advisors
Illinois
$331M 2,136,446 +1,200,947 +128%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$327M 2,110,320 +1,145,410 +119%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$264M 1,706,700 +883,008 +107%
Capital Research Global Investors
13
Capital Research Global Investors
California
$258M 1,667,278 +833,836 +100%
Northern Trust
14
Northern Trust
Illinois
$256M 1,652,993 +802,159 +94%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$204M 1,318,777 +588,809 +81%
Morgan Stanley
16
Morgan Stanley
New York
$186M 1,199,948 +628,711 +110%
UBS AM
17
UBS AM
Illinois
$171M 1,105,336 +565,745 +105%
Amundi
18
Amundi
France
$165M 1,077,610 +640,699 +147%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$161M 1,036,256 +792,068 +324%
Principal Financial Group
20
Principal Financial Group
Iowa
$158M 1,020,489 +467,407 +85%
Charles Schwab
21
Charles Schwab
California
$129M 833,355 +413,226 +98%
Skandinaviska Enskilda Banken (SEB)
22
Skandinaviska Enskilda Banken (SEB)
Sweden
$117M 753,797 +373,414 +98%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$116M 751,735 +371,895 +98%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$98.8M 637,890 +445,814 +232%
Legal & General Group
25
Legal & General Group
United Kingdom
$98M 632,337 +326,062 +106%
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