WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

392 hedge funds and large institutions have $4.57B invested in Williams-Sonoma in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 127 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+26
Holders Change %
+7.1%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
70
Increased
127
Reduced
140
Closed
43
Calls
$44.6M
Puts
$73.1M
Net Calls
-$28.5M
Net Calls Change
-$33.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$87.3M
2
AAMU
Amundi Asset Management US
Massachusetts
+$49M
3
APG Asset Management
APG Asset Management
Netherlands
+$24.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$15.7M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$13.3M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$46.6M
2
American Century Companies
American Century Companies
Missouri
-$24.8M
3
Deutsche Bank
Deutsche Bank
Germany
-$22.2M
4
VFA
Virtus Fund Advisers
Connecticut
-$19.2M
5
MPMG
Minneapolis Portfolio Management Group
Minnesota
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
251
Northwestern Mutual Investment Management Company
Wisconsin
$526K -$12.8K -494 -2%
QT
252
Quantbot Technologies
New York
$510K +$510K +19,756 New
MJRIC
253
Mogy Joel R Investment Counsel
California
$501K – – –
FCM
254
Flinton Capital Management
Pennsylvania
$499K -$485K -18,760 -49%
SAM
255
Securian Asset Management
Minnesota
$495K -$25.3K -980 -5%
AA
256
ALPS Advisors
Colorado
$495K – – –
PA
257
Profund Advisors
Maryland
$481K +$26.7K +1,034 +6%
ACG
258
Allen Capital Group
Nebraska
$476K +$476K +18,406 New
LCP
259
Legacy Capital Partners
Wisconsin
$470K +$80.1K +3,100 +21%
AAM
260
Azzad Asset Management
Virginia
$460K – – –
CGH
261
Crossmark Global Holdings
Texas
$448K +$20.9K +810 +5%
UFF
262
USA Financial Formulas
Michigan
$443K -$204K -7,874 -32%
MVA
263
Mount Vernon Associates
Maryland
$436K – – –
ACI
264
AMP Capital Investors
Australia
$424K – – –
IRC
265
Investors Research Corp
Georgia
$420K +$420K +16,250 New
SRC
266
Shufro Rose & Co
New York
$408K – – –
RC
267
Roundview Capital
New Jersey
$403K – – –
TAM
268
Tyers Asset Management
Texas
$392K -$381K -14,740 -49%
Franklin Resources
269
Franklin Resources
California
$392K +$15.8K +612 +4%
AWM
270
Arbor Wealth Management
Florida
$390K – – –
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$388K -$5.12K -198 -1%
Cerity Partners
272
Cerity Partners
New York
$388K – – –
KA
273
Kovack Advisors
Florida
$381K +$155 +6 +0%
XK
274
Xact Kapitalforvaltning
Sweden
$381K +$381K +14,720 New
ProShare Advisors
275
ProShare Advisors
Maryland
$371K +$83.5K +3,232 +29%
9 10
11
12 13