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Williams-Sonoma
WSM

Overview Fund Activity

554 hedge funds and large institutions have $12.7B invested in Williams-Sonoma in 2021 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 153 increasing their positions, 222 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+45
Holders Change %
+8.84%
% of All Funds
9.76%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
112
Increased
153
Reduced
222
Closed
62
Calls
$130M
Puts
$441M
Net Calls
-$311M
Net Calls Change
-$313M

Top Buyers

1
BlackRock
BlackRock
New York
$1.31B
2
First Trust Advisors
First Trust Advisors
Illinois
$103M
3
DZ Bank
DZ Bank
Germany
$73.3M
4
Two Sigma Investments
Two Sigma Investments
New York
$62.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$871M
2
HMP
HS Management Partners
New York
$160M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.26B
4
Boston Partners
Boston Partners
Massachusetts
$104M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
276
KeyBank National Association
Ohio
$1.21M +$84.8K +946 +8%
VWM
277
Venturi Wealth Management
Texas
$1.15M -$198K -2,214 -15%
BJL
278
Brighton Jones LLC
Washington
$1.15M -$329K -3,678 -22%
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$1.13M +$294K +3,282 +35%
IIM
280
Ironwood Investment Management
Massachusetts
$1.12M +$9.68K +108 +0.9%
CAM
281
Covenant Asset Management
New Jersey
$1.11M -$35.8K -400 -3%
AA
282
ALPS Advisors
Colorado
$1.09M -$224K -2,498 -17%
ACP
283
Ashfield Capital Partners
California
$1.09M – – –
Creative Planning
284
Creative Planning
Kansas
$1.08M +$1.08M +12,096 New
MWM
285
MorganRosel Wealth Management
Colorado
$1.08M -$393K -4,390 -27%
NSIM
286
North Star Investment Management
Illinois
$1.07M – – –
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$1.05M +$1.05M +11,754 New
RA
288
RFG Advisory
Alabama
$1.04M -$44.8K -500 -4%
DGHMC
289
Dalton, Greiner, Hartman, Maher & Co
New York
$1.03M -$7.08M -78,984 -87%
PP
290
Paloma Partners
Connecticut
$1.01M -$1.98M -22,026 -66%
MAP
291
Moody Aldrich Partners
Massachusetts
$974K +$974K +10,870 New
PA
292
Profund Advisors
Maryland
$966K -$314K -3,504 -25%
PP
293
Prudential plc
United Kingdom
$964K – – –
PT
294
Plimoth Trust
Massachusetts
$958K -$107K -1,194 -10%
PPSG
295
Princeton Portfolio Strategies Group
New Jersey
$952K -$71.7K -800 -7%
LCP
296
Legacy Capital Partners
Wisconsin
$947K -$206K -2,300 -18%
DC
297
Davenport & Co
Virginia
$944K -$260K -2,900 -22%
FWIA
298
Fort Washington Investment Advisors
Ohio
$940K – – –
EP
299
Edgestream Partners
New Jersey
$934K -$10.9M -121,936 -92%
SRAM
300
Spouting Rock Asset Management
Pennsylvania
$927K +$927K +10,346 New
10 11
12
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