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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 %
PWPCM
276
Perella Weinberg Partners Capital Management
New York
$368K -$150K -5,818 -29%
BDF
277
Balasa Dinverno & Foltz
$368K -$13.5K -522 -4%
CCM
278
Cadence Capital Management
Massachusetts
$364K -$199K -7,710 -35%
CB
279
Chemical Bank
Michigan
$356K -$28.5K -1,100 -7%
Envestnet Asset Management
280
Envestnet Asset Management
Illinois
$353K -$70.1K -2,700 -17%
LPL Financial
281
LPL Financial
California
$351K +$71.1K +2,748 +25%
ACP
282
Ashfield Capital Partners
California
$349K – – –
LTFS
283
Ladenburg Thalmann Financial Services
Florida
$335K +$32.7K +1,262 +11%
SM
284
Sciencast Management
New Jersey
$334K +$334K +12,146 New
RJFSA
285
Raymond James Financial Services Advisors
Florida
$330K -$166K -6,432 -34%
SCM
286
Shelton Capital Management
Colorado
$319K – – –
RCM
287
Riverhead Capital Management
Delaware
$317K -$305K -11,800 -49%
AG
288
Advisor Group
Arizona
$315K +$56.4K +2,188 +22%
LIM
289
Leavell Investment Management
Alabama
$310K – – –
NSIM
290
North Star Investment Management
Illinois
$308K – – –
QI
291
QS Investors
New York
$307K – – –
MML Investors Services
292
MML Investors Services
Massachusetts
$299K -$118K -4,576 -28%
WAM
293
World Asset Management
Michigan
$297K -$16.9K -654 -5%
SCP
294
Syntal Capital Partners
Texas
$296K +$17.7K +688 +6%
YMRC
295
Yorktown Management & Research Company
Virginia
$295K +$295K +11,400 New
GHCM
296
Glen Harbor Capital Management
California
$285K -$277K -10,720 -49%
Asset Management One
297
Asset Management One
Japan
$280K +$280K +10,640 New
LIA
298
LS Investment Advisors
Michigan
$266K -$53.8K -2,082 -17%
PCAP
299
Pratt Collard Advisory Partners
New York
$260K +$260K +10,040 New
WA
300
Wheatland Advisors
Pennsylvania
$253K – – –
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