WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

391 hedge funds and large institutions have $4.12B invested in Williams-Sonoma in 2016 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+18
Holders Change %
+4.83%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
72
Increased
138
Reduced
126
Closed
46
Calls
$35.4M
Puts
$52.2M
Net Calls
-$16.8M
Net Calls Change
-$79M

Top Buyers

1
HP
Holowesko Partners
Bahamas
+$29.9M
2
PIM
Perkins Investment Management
Illinois
+$29.9M
3
VFA
Virtus Fund Advisers
Connecticut
+$27.8M
4
JHIU
Janus Henderson Investors US
Colorado
+$23.4M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$16.7M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$58M
2
HMP
HS Management Partners
New York
-$55.3M
3
WRF
Waddell & Reed Financial
Kansas
-$54.1M
4
CWAM
Columbia Wanger Asset Management
Illinois
-$50.3M
5
Capital International Investors
Capital International Investors
California
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
301
HL Financial Services
Kentucky
$270K +$32.9K +1,358 +14%
DVM
302
Dreman Value Management
Florida
$266K +$266K +10,988 New
CG
303
Colony Group
Massachusetts
$265K – – –
BUB
304
BBVA USA Bancshares
Texas
$261K +$1.16K +48 +0.4%
OC
305
Oppenheimer & Co
New York
$257K +$35.8K +1,482 +16%
ZDA
306
Zweig-DiMenna Associates
New York
$256K +$256K +10,600 New
CIM
307
Calvert Investment Management
Maryland
$255K -$17K -704 -6%
BTS
308
BB&T Securities
Virginia
$251K – – –
PVWM
309
Point View Wealth Management
New Jersey
$246K +$53.9K +2,232 +28%
RAM
310
Roanoke Asset Management
New Jersey
$242K – – –
WA
311
Wheatland Advisors
Pennsylvania
$237K – – –
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$236K -$3.96M -164,098 -94%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$233K +$233K +9,636 New
WEC
314
Winslow Evans & Crocker
Massachusetts
$232K – – –
GCA
315
Gideon Capital Advisors
New York
$232K +$232K +9,564 New
SSW
316
Smith Shellnut Wilson
Mississippi
$222K +$222K +9,166 New
SRC
317
Shufro Rose & Co
New York
$218K +$218K +9,000 New
SCM
318
Sterling Capital Management
North Carolina
$209K – – –
AIM
319
Acrospire Investment Management
Illinois
$208K +$121K +5,000 +139%
Brown Advisory
320
Brown Advisory
Maryland
$201K +$201K +8,302 New
PPCM
321
Pillar Pacific Capital Management
California
$200K – – –
GS
322
Girard Securities
California
$200K +$200K +8,284 New
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$197K -$89K -3,698 -31%
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$177K +$177K +7,308 New
FM
325
Forward Management
California
$170K -$137K -5,670 -45%
11 12
13
14 15