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Williams-Sonoma
WSM

Overview Fund Activity

302 hedge funds and large institutions have $5.56B invested in Williams-Sonoma in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
8.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
42
Increased
98
Reduced
113
Closed
42
Calls
$52.4M
Puts
$20.7M
Net Calls
+$31.7M
Net Calls Change
-$21.7M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$86.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$32.7M
4
PIA
Piedmont Investment Advisors
North Carolina
+$31M
5
JHIU
Janus Henderson Investors US
Colorado
+$25.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$176M
2
Ameriprise
Ameriprise
Minnesota
-$47.7M
3
BA
BlackRock Advisors
Delaware
-$47.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.7M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
226
Leavell Investment Management
Alabama
$433K – – –
SC
227
Scotia Capital
Ontario, Canada
$429K +$3.33K +100 +0.8%
B
228
Baird
Wisconsin
$411K – – –
GAM
229
Gotham Asset Management
New York
$408K -$1.11M -33,222 -73%
RCM
230
Reynolds Capital Management
Nevada
$393K -$147K -4,400 -27%
PAM
231
Panagora Asset Management
Massachusetts
$389K -$149K -4,484 -28%
NCA
232
NCM Capital Advisers
North Carolina
$383K -$190K -5,700 -33%
WTNA
233
Wilmington Trust National Association
Delaware
$382K +$85K +2,550 +29%
RAM
234
Roanoke Asset Management
New Jersey
$367K – – –
Franklin Resources
235
Franklin Resources
California
$336K – – –
CRM
236
Cramer Rosenthal McGlynn
Connecticut
$333K – – –
WA
237
Wheatland Advisors
Pennsylvania
$327K – – –
DC
238
Davenport & Co
Virginia
$325K – – –
WT
239
Wilmington Trust
Delaware
$325K -$801 -24 -0.2%
KeyBank National Association
240
KeyBank National Association
Ohio
$323K +$38K +1,140 +13%
WEC
241
Winslow Evans & Crocker
Massachusetts
$310K – – –
Jane Street
242
Jane Street
New York
$307K +$307K +9,218 New
FTIOP
243
Fiduciary Trust International of Pennsylvania
Pennsylvania
$303K -$110K -3,300 -27%
RA
244
Royce & Associates
New York
$300K – – –
CB
245
Commerce Bank
Missouri
$295K – – –
G
246
GlobalBridge
Minnesota
$270K +$2.47K +74 +0.9%
MDSL
247
M.D. Sass LLC
New York
$267K +$333 +10 +0.1%
DADC
248
D.A. Davidson & Co
Montana
$266K +$266K +8,000 New
PPCM
249
Pillar Pacific Capital Management
California
$257K – – –
CWM
250
Concert Wealth Management
California
$246K – – –
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