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Williams-Sonoma
WSM

Overview Fund Activity

421 hedge funds and large institutions have $5.61B invested in Williams-Sonoma in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
9.65%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
62
Increased
114
Reduced
176
Closed
54
Calls
$130M
Puts
$192M
Net Calls
-$62.2M
Net Calls Change
-$47.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$493M
2
AQR Capital Management
AQR Capital Management
Connecticut
$178M
3
Goldman Sachs
Goldman Sachs
New York
$109M
4
Deutsche Bank
Deutsche Bank
Germany
$81.1M
5
Renaissance Technologies
Renaissance Technologies
New York
$78.8M

Top Sellers

1
BlackRock
BlackRock
New York
$451M
2
WRF
Waddell & Reed Financial
Kansas
$0
3
Select Equity Group
Select Equity Group
New York
$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$265M
5
Morgan Stanley
Morgan Stanley
New York
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$999K -$34.8K -1,132 -3%
RCA
227
Rowland Carmichael Advisors
Arizona
$992K -$35.5K -1,158 -3%
MC
228
Menta Capital
California
$954K +$954K +31,084 New
URS
229
Utah Retirement Systems
Utah
$946K -$18.4K -600 -2%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$937K -$6.08K -198 -0.6%
LMGAM
231
Liberty Mutual Group Asset Management
Massachusetts
$936K -$3.75K -122 -0.4%
NMIMC
232
Northwestern Mutual Investment Management Company
Wisconsin
$924K -$48.9K -1,594 -5%
PVWM
233
Point View Wealth Management
New Jersey
$912K -$27K -880 -3%
CCM
234
Coldstream Capital Management
Washington
$912K +$41.1K +1,340 +5%
VRS
235
Virginia Retirement Systems
Virginia
$878K -$1.01M -33,000 -54%
HSBC Holdings
236
HSBC Holdings
United Kingdom
$857K -$131K -4,274 -13%
BDS
237
Banco de Sabadell
Florida
$853K +$853K +27,802 New
CSC
238
Cove Street Capital
California
$840K +$548K +17,852 +187%
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$823K +$15.7K +512 +2%
Cambridge Investment Research Advisors
240
Cambridge Investment Research Advisors
Iowa
$818K -$37.3K -1,216 -4%
TSS
241
Two Sigma Securities
New York
$806K -$324K -10,542 -29%
XK
242
Xact Kapitalforvaltning
Sweden
$795K +$98.1K +3,200 +14%
GI
243
GS Investments
Minnesota
$790K -$56.8K -1,850 -7%
WI
244
WBI Investments
New Jersey
$778K -$26.1M -851,948 -97%
Allianz Asset Management
245
Allianz Asset Management
Germany
$746K +$746K +24,324 New
PFM
246
Parsec Financial Management
North Carolina
$735K -$17.2K -560 -2%
JG
247
Jefferies Group
New York
$724K -$335K -10,922 -32%
B
248
Barings
North Carolina
$724K +$724K +23,600 New
NA
249
Neuburgh Advisers
California
$720K – – –
DTL
250
Dynamic Technology Lab
Singapore
$716K +$63.6K +2,070 +10%
8 9
10
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