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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 %
Allianz Asset Management
301
Allianz Asset Management
Germany
$396K -$616K -15,034 -61%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$392K +$392K +9,238 New
NICM
303
Neo Ivy Capital Management
New York
$390K -$237K -5,784 -38%
CAM
304
Covenant Asset Management
New Jersey
$381K -$45.5K -1,110 -11%
KFA
305
Krane Funds Advisors
New York
$374K +$374K +9,130 New
VI
306
Versor Investments
New York
$372K +$372K +9,070 New
SCM
307
Shelton Capital Management
Colorado
$371K -$32.2K -786 -8%
DCM
308
Dupont Capital Management
Delaware
$363K -$182K -4,450 -33%
LIA
309
LS Investment Advisors
Michigan
$353K +$16.3K +398 +5%
V
310
Veritable
Delaware
$353K +$353K +8,616 New
OSIA
311
O'Shares Investment Advisers
Massachusetts
$351K -$1.37M -33,492 -80%
PAM
312
Panagora Asset Management
Massachusetts
$350K – – –
Lido Advisors
313
Lido Advisors
California
$350K +$350K +8,526 New
PA
314
Profund Advisors
Maryland
$348K +$348K +8,476 New
LNWWM
315
Laird Norton Wetherby Wealth Management
California
$343K +$343K +8,354 New
SCM
316
Schnieders Capital Management
California
$328K +$328K +8,000 New
EAM
317
Eukles Asset Management
Ohio
$325K -$18.2K -446 -5%
APA
318
American Portfolios Advisors
New York
$325K +$241K +5,870 +286%
HS
319
Haafor (Singapore)
Singapore
$318K -$286K -6,980 -47%
MVA
320
Mount Vernon Associates
Maryland
$311K +$311K +7,590 New
SM
321
Sciencast Management
New Jersey
$310K +$310K +7,506 New
Twin Tree Management
322
Twin Tree Management
Texas
$274K +$274K +6,694 New
PAG
323
Private Advisor Group
New Jersey
$269K +$269K +6,566 New
MWNA
324
Marshall Wace North America
New York
$263K +$263K +6,406 New
OC
325
Oppenheimer & Co
New York
$256K +$256K +6,250 New
11 12
13
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