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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 %
TF
276
Tompkins Financial
New York
$43K -$37.3K -1,122 -46%
FHA
277
First Horizon Advisors
Tennessee
$28K – – –
FNBT
278
FineMark National Bank & Trust
Florida
$26K – – –
CFG
279
CKW Financial Group
Hawaii
$26K +$9K +272 +53%
MFS
280
MSI Financial Services
Massachusetts
$23K +$16.4K +500 +250%
ST
281
SpiderRock Trading
Illinois
$20K -$18K – –
WCBA
282
Weaver C. Barksdale & Associates
Tennessee
$18K -$886 -26 -5%
KCPG
283
Kavar Capital Partners Group
Kansas
$18K – – –
QAM
284
QCI Asset Management
New York
$17K – – –
NYLT
285
New York Life Trust
New York
$16K +$16K +470 New
CBT
286
Central Bank & Trust
Kentucky
$13K – – –
CTC
287
Central Trust Company
Missouri
$10K – – –
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
Creative Planning
289
Creative Planning
Kansas
$10K +$10K +290 New
GAM
290
Gemmer Asset Management
California
$9K +$9K +256 New
Manulife (Manufacturers Life Insurance)
291
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.58K -$196 -5,872 -2%
CCS
292
Crosspoint Capital Strategies
California
$7K – – –
PTC
293
Private Trust Company
Ohio
$6K – – –
WTB
294
Washington Trust Bank
Washington
$6K +$6K +178 New
TRCT
295
Tower Research Capital (TRC)
New York
$5K -$306K -9,062 -98%
Envestnet Asset Management
296
Envestnet Asset Management
Illinois
$5K -$6.25K -180 -56%
ST
297
Stifel Trust
Missouri
$5K – – –
IWC
298
Integrated Wealth Counsel
California
$3K – – –
HR
299
Howe & Rusling
New York
$2K -$65 -2 -3%
BAM
300
Barrett Asset Management
New York
$2K – – –
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