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Williams-Sonoma
WSM

Overview Fund Activity

352 hedge funds and large institutions have $5.85B invested in Williams-Sonoma in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+30
Holders Change %
+9.32%
% of All Funds
9.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
63
Increased
108
Reduced
126
Closed
29
Calls
$66.3M
Puts
$93.4M
Net Calls
-$27.1M
Net Calls Change
-$27.7M

Top Buyers

1
TCM
TimesSquare Capital Management
New York
+$52.8M
2
Morgan Stanley
Morgan Stanley
New York
+$40.6M
3
GC
Guggenheim Capital
Illinois
+$30.6M
4
Fidelity International
Fidelity International
Bermuda
+$30.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$21.9M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$292M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$129M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$101M
4
CWAM
Columbia Wanger Asset Management
Illinois
-$48M
5
Artisan Partners
Artisan Partners
Wisconsin
-$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
301
Ladenburg Thalmann Financial Services
Florida
$190K +$17.8K +468 +10%
AAM
302
Advisors Asset Management
Colorado
$189K – – –
CCS
303
Crosspoint Capital Strategies
California
$158K +$150K +3,954 +1,977%
MA
304
MUFG Americas
New York
$153K – – –
DBT
305
Dubuque Bank & Trust
Iowa
$148K – – –
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$147K +$10.7K +284 +8%
VFA
307
Virtus Fund Advisers
Connecticut
$142K – – –
RNS
308
Robert N. Shapiro
$138K -$33.2K -880 -19%
BC
309
Bartlett & Co
Ohio
$138K – – –
BKBG
310
BHF Kleinwort Benson Group
Belgium
$135K – – –
NFG
311
Next Financial Group
Texas
$132K – – –
JWM
312
Jacobus Wealth Management
Wisconsin
$125K – – –
RI
313
Redwood Investments
Massachusetts
$121K – – –
TRCT
314
Tower Research Capital (TRC)
New York
$119K +$111K +2,938 +1,399%
IRS
315
Invictus RG (Singapore)
Singapore
$116K -$138K -3,658 -54%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$107K +$42.6K +1,130 +66%
HNB
317
Huntington National Bank
Ohio
$106K +$106K +2,812 New
Fuller & Thaler Asset Management
318
Fuller & Thaler Asset Management
California
$83K -$30.2K -800 -27%
HCM
319
Horrell Capital Management
Arkansas
$61K – – –
PCM
320
Prelude Capital Management
New York
$51K +$1.52K +40 +3%
SEC
321
Seven Eight Capital
New York
$46K +$46K +1,212 New
FNBT
322
FineMark National Bank & Trust
Florida
$39K – – –
FHA
323
First Horizon Advisors
Tennessee
$39K – – –
MFS
324
MSI Financial Services
Massachusetts
$38K +$7.6K +200 +25%
FMA
325
FNY Managed Accounts
New York
$37.8K +$37.8K +1,000 New
11 12
13
14 15