WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

391 hedge funds and large institutions have $4.12B invested in Williams-Sonoma in 2016 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+18
Holders Change %
+4.83%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
72
Increased
138
Reduced
126
Closed
46
Calls
$35.4M
Puts
$52.2M
Net Calls
-$16.8M
Net Calls Change
-$79M

Top Buyers

1
HP
Holowesko Partners
Bahamas
+$29.9M
2
PIM
Perkins Investment Management
Illinois
+$29.9M
3
VFA
Virtus Fund Advisers
Connecticut
+$27.8M
4
JHIU
Janus Henderson Investors US
Colorado
+$23.4M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$16.7M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$58M
2
HMP
HS Management Partners
New York
-$55.3M
3
WRF
Waddell & Reed Financial
Kansas
-$54.1M
4
CWAM
Columbia Wanger Asset Management
Illinois
-$50.3M
5
Capital International Investors
Capital International Investors
California
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
276
Pacer Advisors
Pennsylvania
$386K +$27.2K +1,124 +8%
LTFS
277
Ladenburg Thalmann Financial Services
Florida
$377K +$78.4K +3,212 +26%
CAM
278
Capstone Asset Management
Texas
$370K +$7.74K +320 +2%
WHG
279
Westwood Holdings Group
Texas
$353K – – –
SA
280
Sicart Associates
New York
$353K +$353K +14,580 New
DAC
281
Dividend Assets Capital
South Carolina
$350K -$52.6K -2,170 -13%
IRF
282
IBM Retirement Fund
New York
$340K -$60.3K -2,488 -15%
AWP
283
Ascent Wealth Partners
New York
$339K +$3.87K +160 +1%
MSAM
284
Moloney Securities Asset Management
Missouri
$339K +$339K +14,000 New
Fidelity International
285
Fidelity International
Bermuda
$334K -$3.54M -146,440 -91%
PTC
286
Petrus Trust Company
Texas
$332K +$143K +5,904 +75%
Teacher Retirement System of Texas
287
Teacher Retirement System of Texas
Texas
$324K -$116K -4,818 -26%
AG
288
Advisor Group
Arizona
$323K +$63.3K +2,610 +24%
ONB
289
Old National Bancorp
Indiana
$320K -$242 -10 -0.1%
SG Americas Securities
290
SG Americas Securities
New York
$312K +$169K +6,962 +117%
MFS
291
MSI Financial Services
Massachusetts
$307K +$99.1K +4,092 +48%
1SB
292
1ST Source Bank
Indiana
$305K -$130K -5,396 -30%
SCM
293
Shelton Capital Management
Colorado
$299K -$98.4K -4,064 -25%
LIM
294
Leavell Investment Management
Alabama
$290K – – –
NSIM
295
North Star Investment Management
Illinois
$289K +$289K +11,932 New
JPMPWA
296
J.P. Morgan Private Wealth Advisors
California
$288K -$33.8K -1,396 -10%
DBT
297
Dubuque Bank & Trust
Iowa
$287K +$12.7K +522 +5%
FTI
298
Fiduciary Trust International
Massachusetts
$282K +$282K +11,652 New
WAM
299
World Asset Management
Michigan
$280K -$13.6K -564 -5%
LIA
300
LS Investment Advisors
Michigan
$275K +$17.9K +742 +7%
10 11
12
13 14