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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 %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$233K – – –
Teacher Retirement System of Texas
252
Teacher Retirement System of Texas
Texas
$210K -$7.88K -236 -4%
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$210K +$210K +6,296 New
GCP
254
GSA Capital Partners
United Kingdom
$207K -$925K -27,746 -82%
RMC
255
Regis Management Company
California
$204K +$204K +6,116 New
CBU
256
CIBC Bank USA
Illinois
$203K +$203K +6,098 New
HSBC Holdings
257
HSBC Holdings
United Kingdom
$201K +$201K +6,026 New
AAM
258
Advisors Asset Management
Colorado
$187K – – –
ClearBridge Investments
259
ClearBridge Investments
New York
$175K – – –
RNS
260
Robert N. Shapiro
$151K – – –
JWM
261
Jacobus Wealth Management
Wisconsin
$146K +$146K +4,392 New
MA
262
MUFG Americas
New York
$136K +$2.54K +76 +2%
LTFS
263
Ladenburg Thalmann Financial Services
Florida
$134K +$32.9K +988 +33%
Fuller & Thaler Asset Management
264
Fuller & Thaler Asset Management
California
$127K +$26.7K +800 +27%
KBC Group
265
KBC Group
Belgium
$125K -$434K -13,078 -78%
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$125K -$2.59K -78 -2%
BC
267
Bartlett & Co
Ohio
$121K – – –
BKBG
268
BHF Kleinwort Benson Group
Belgium
$119K +$119K +3,560 New
RI
269
Redwood Investments
Massachusetts
$107K – – –
TC
270
TradeLink Capital
Illinois
$101K +$101K +3,044 New
MCM
271
Mazama Capital Management
Oregon
$78K -$2.01M -60,342 -96%
IMS
272
Index Management Solutions
Pennsylvania
$78K +$78K +2,346 New
HCM
273
Horrell Capital Management
Arkansas
$53K – – –
DBT
274
Dubuque Bank & Trust
Iowa
$47K – – –
SCG
275
Strategic Capital Group
Washington
$45K -$1.66M -49,888 -97%
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