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Williams-Sonoma
WSM

Overview Fund Activity

355 hedge funds and large institutions have $4.76B invested in Williams-Sonoma in 2015 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+17
Holders Change %
+5.03%
% of All Funds
9.32%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
74
Increased
129
Reduced
110
Closed
51
Calls
$47.7M
Puts
$39.2M
Net Calls
+$8.52M
Net Calls Change
+$28.1M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$328M
2
WRF
Waddell & Reed Financial
Kansas
$144M
3
American Century Companies
American Century Companies
Missouri
$40.8M
4
Goldman Sachs
Goldman Sachs
New York
$141M
5
HMP
HS Management Partners
New York
$123M

Top Sellers

1
Alkeon Capital Management
Alkeon Capital Management
New York
$0
2
DKCM
Davidson Kempner Capital Management
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$51.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.7M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
301
LS Investment Advisors
Michigan
$171K +$1.81K +62 +1%
FIB
302
First Interstate Bank
Montana
$149K +$149K +5,100 New
PAM
303
Panagora Asset Management
Massachusetts
$147K – – –
AAM
304
Advisors Asset Management
Colorado
$129K -$5.86K -200 -4%
Fuller & Thaler Asset Management
305
Fuller & Thaler Asset Management
California
$111K -$58.4K -2,000 -34%
NFG
306
Next Financial Group
Texas
$101K – – –
DBT
307
Dubuque Bank & Trust
Iowa
$98K – – –
RI
308
Redwood Investments
Massachusetts
$93K – – –
QT
309
Quantbot Technologies
New York
$90K +$90K +3,096 New
IA
310
IFP Advisors
Florida
$84K +$84K +2,882 New
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$69K +$69K +2,364 New
BC
312
Bartlett & Co
Ohio
$68K -$38.9K -1,322 -36%
AssetMark Inc
313
AssetMark Inc
California
$67K +$67K +2,288 New
CG
314
Colony Group
Massachusetts
$58K -$157K -5,402 -73%
PHK
315
Point72 Hong Kong
Hong Kong
$47K +$47K +1,600 New
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$46K +$46K +1,572 New
Canada Pension Plan Investment Board
317
Canada Pension Plan Investment Board
Ontario, Canada
$43K -$347K -12,000 -89%
FNBT
318
FineMark National Bank & Trust
Florida
$43K – – –
CAW
319
Cornerstone Advisors (Washington)
Washington
$42K -$757 -26 -2%
PFS
320
Physicians Financial Services
North Carolina
$41K +$41K +1,400 New
Creative Planning
321
Creative Planning
Kansas
$31K +$2.43K +82 +9%
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8K +$3.4K +116,244 +13%
SIG
323
Stanford Investment Group
California
$27K – – –
MFS
324
MSI Financial Services
Massachusetts
$23K +$8.18K +276 +55%
FHA
325
First Horizon Advisors
Tennessee
$22K -$11.3K -402 -34%
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