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Williams-Sonoma
WSM

Overview Fund Activity

438 hedge funds and large institutions have $6.33B invested in Williams-Sonoma in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 117 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+47
Holders Change %
+12.02%
% of All Funds
9%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
99
Increased
117
Reduced
179
Closed
47
Calls
$64M
Puts
$83.5M
Net Calls
-$19.5M
Net Calls Change
-$25.3M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$114M
2
CAM
Congress Asset Management
Massachusetts
+$106M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.4M
4
Boston Partners
Boston Partners
Massachusetts
+$49.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$45.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$163M
2
LSV Asset Management
LSV Asset Management
Illinois
-$64.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$46.7M
4
CVA
Ceredex Value Advisors
Florida
-$39.4M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
AE Wealth Management
Kansas
$597K +$597K +14,566 New
DC
277
Davenport & Co
Virginia
$580K -$149K -3,640 -20%
LIM
278
Leavell Investment Management
Alabama
$572K – – –
CGH
279
Crossmark Global Holdings
Texas
$572K +$36.1K +880 +7%
PT
280
Plimoth Trust
Massachusetts
$561K -$35.7K -870 -6%
IIM
281
Ironwood Investment Management
Massachusetts
$523K -$3.28K -80 -0.6%
HSBC Holdings
282
HSBC Holdings
United Kingdom
$515K -$2.48M -60,586 -83%
RFC
283
Regions Financial Corp
Alabama
$515K -$1.09M -26,704 -68%
ACP
284
Ashfield Capital Partners
California
$499K – – –
MML Investors Services
285
MML Investors Services
Massachusetts
$495K +$495K +12,072 New
VWM
286
Venturi Wealth Management
Texas
$492K +$492K +11,998 New
NSIM
287
North Star Investment Management
Illinois
$489K – – –
KeyBank National Association
288
KeyBank National Association
Ohio
$489K +$489K +11,916 New
CNC
289
Canandaigua National Corp
New York
$449K +$449K +10,948 New
ProShare Advisors
290
ProShare Advisors
Maryland
$445K +$445K +10,846 New
LNC
291
Lincoln National Corp
Pennsylvania
$442K -$147K -3,576 -25%
IFWM
292
Institute for Wealth Management
Colorado
$441K -$32.1K -782 -7%
PP
293
Prudential plc
United Kingdom
$441K +$441K +10,764 New
AW
294
Alpha Windward
Massachusetts
$437K -$124K -3,016 -22%
IRC
295
Investors Research Corp
Georgia
$432K -$201K -4,900 -32%
Daiwa Securities Group
296
Daiwa Securities Group
Japan
$431K – – –
QSS
297
Quantitative Systematic Strategies
Florida
$424K +$424K +10,346 New
FMT
298
First Mercantile Trust
Tennessee
$412K +$51.5K +1,258 +14%
CP
299
Covenant Partners
Tennessee
$411K +$411K +10,020 New
WAM
300
World Asset Management
Michigan
$399K -$18.5K -450 -4%
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