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Williams-Sonoma
WSM

Overview Fund Activity

290 hedge funds and large institutions have $4.91B invested in Williams-Sonoma in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 108 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+28
Holders Change %
+10.69%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
52
Increased
108
Reduced
96
Closed
21
Calls
$94.2M
Puts
$126M
Net Calls
-$32.2M
Net Calls Change
-$75.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$456M
2
William Blair & Company
William Blair & Company
Illinois
$98.7M
3
Calamos Advisors
Calamos Advisors
Illinois
$71.2M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.4M
5
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$18.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$474M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$81.4M
3
Renaissance Technologies
Renaissance Technologies
New York
$2.09M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$62M
5
ARC
Absolute Return Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
251
ClearBridge Investments
New York
$147K -$2.13K -76 -1%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$146K – – –
JWM
253
Jacobus Wealth Management
Wisconsin
$136K +$136K +4,850 New
AAM
254
Advisors Asset Management
Colorado
$135K -$22.5K -800 -14%
RNS
255
Robert N. Shapiro
$128K -$23.7K -840 -16%
MA
256
MUFG Americas
New York
$112K -$2.52K -90 -2%
FHA
257
First Horizon Advisors
Tennessee
$109K -$672 -24 -0.6%
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$108K +$6.46K +230 +6%
Group One Trading
259
Group One Trading
Illinois
$99K +$99K +3,516 New
TRCT
260
Tower Research Capital (TRC)
New York
$96K +$96K +3,418 New
RI
261
Redwood Investments
Massachusetts
$90K – – –
Fuller & Thaler Asset Management
262
Fuller & Thaler Asset Management
California
$84K +$16.8K +600 +25%
WA
263
WFG Advisors
Texas
$83K +$15.4K +546 +23%
LTFS
264
Ladenburg Thalmann Financial Services
Florida
$80K +$22.9K +818 +40%
TF
265
Tompkins Financial
New York
$68K +$15.4K +546 +29%
Canada Pension Plan Investment Board
266
Canada Pension Plan Investment Board
Ontario, Canada
$56K +$56K +2,000 New
ITIM
267
Indiana Trust & Investment Management
Indiana
$56K +$56K +2,000 New
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
$47K +$23.6K +844 +100%
HCM
269
Horrell Capital Management
Arkansas
$45K – – –
DBT
270
Dubuque Bank & Trust
Iowa
$40K +$40K +1,410 New
IC
271
IKOS CIF
Cyprus
$28K +$28K +994 New
FNBT
272
FineMark National Bank & Trust
Florida
$25K +$607 +22 +2%
PSUF
273
People's United Financial
Connecticut
$22K +$22K +800 New
PTC
274
Private Trust Company
Ohio
$17K – – –
WCBA
275
Weaver C. Barksdale & Associates
Tennessee
$16K +$289 +10 +2%
9 10
11
12 13