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Williams-Sonoma
WSM

Overview Fund Activity

391 hedge funds and large institutions have $3.33B invested in Williams-Sonoma in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 145 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
-48
Holders Change %
-10.93%
% of All Funds
8.64%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
44
Increased
145
Reduced
145
Closed
88
Calls
$23.8M
Puts
$17.9M
Net Calls
+$5.83M
Net Calls Change
-$12.6M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$57.3M
2
CVA
Ceredex Value Advisors
Florida
+$39.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$29M
4
Boston Partners
Boston Partners
Massachusetts
+$23.6M
5
MHI
Miller Howard Investments
New York
+$23.1M

Top Sellers

1
JCM
Junto Capital Management
New York
-$54.5M
2
CB
Cooke & Bieler
Pennsylvania
-$50.3M
3
Invesco
Invesco
Georgia
-$42M
4
AC
Armistice Capital
New York
-$32.8M
5
APG Asset Management
APG Asset Management
Netherlands
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
251
RFG Advisory
Alabama
$356K +$66.2K +3,110 +23%
SAM
252
Shell Asset Management
Netherlands
$355K -$5.45K -256 -2%
GG
253
Gleason Group
Kentucky
$351K +$2.68K +126 +0.8%
RCAMU
254
Rothschild & Co Asset Management US
Connecticut
$342K +$342K +16,064 New
CL
255
CPWM LLC
Washington
$340K +$340K +16,000 New
SAM
256
Securian Asset Management
Minnesota
$339K – – –
GHA
257
GW Henssler & Associates
Georgia
$328K -$11.1K -520 -3%
IRC
258
Investors Research Corp
Georgia
$328K – – –
NICM
259
Neo Ivy Capital Management
New York
$325K +$325K +15,292 New
LCP
260
Legacy Capital Partners
Wisconsin
$323K -$49.5K -2,330 -13%
MA
261
MANA Advisors
New York
$315K +$315K +14,822 New
HS
262
Haafor (Singapore)
Singapore
$313K +$313K +14,730 New
PT
263
Plimoth Trust
Massachusetts
$310K -$6.39K -300 -2%
LNC
264
Lincoln National Corp
Pennsylvania
$305K +$187K +8,790 +158%
PIA
265
Piedmont Investment Advisors
North Carolina
$303K +$8.04K +378 +3%
TAIM
266
TD Ameritrade Investment Management
Nebraska
$296K -$1.91K -90 -0.6%
LIM
267
Leavell Investment Management
Alabama
$296K – – –
NA
268
NewEdge Advisors
Louisiana
$293K -$24.3K -1,140 -8%
Zurich Cantonal Bank
269
Zurich Cantonal Bank
Switzerland
$291K -$315K -14,826 -52%
AW
270
Alpha Windward
Massachusetts
$291K -$5.11K -240 -2%
FB
271
Fulton Bank
Pennsylvania
$288K +$53.2K +2,502 +23%
DCM
272
Dupont Capital Management
Delaware
$283K -$83.4K -3,924 -23%
SP
273
Symmetry Partners
Connecticut
$280K – – –
CGH
274
Crossmark Global Holdings
Texas
$278K -$5.11K -240 -2%
BFM
275
Boothbay Fund Management
New York
$276K +$276K +13,000 New
9 10
11
12 13