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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 %
SIG
326
Stanford Investment Group
California
$35K +$35K +920 New
Creative Planning
327
Creative Planning
Kansas
$29K -$1.81K -48 -6%
PMFA
328
Plante Moran Financial Advisors
Michigan
$29K – – –
RC
329
RegentAtlantic Capital
New Jersey
$24.3K +$24.3K +642 New
WCBA
330
Weaver C. Barksdale & Associates
Tennessee
$19K -$2.32K -60 -11%
QAM
331
QCI Asset Management
New York
$19K – – –
CFG
332
CKW Financial Group
Hawaii
$19K – – –
CPIG
333
Chicago Partners Investment Group
Illinois
$17K +$17K +450 New
AP
334
Atwood & Palmer
Missouri
$16K – – –
NPC
335
National Planning Corporation
California
$11.4K +$11.4K +298 New
FANJ
336
Financial Architects (New Jersey)
New Jersey
$11K – – –
GAM
337
Gemmer Asset Management
California
$10K – – –
CTC
338
Central Trust Company
Missouri
$9K – – –
Manulife (Manufacturers Life Insurance)
339
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.3K -$448 -11,826 -5%
WA
340
WealthTrust-Arizona
Arizona
$8K – – –
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
TDC
342
Thompson Davis & Co
Virginia
$7K +$563 +14 +9%
BPBT
343
Boston Private Bank & Trust
Massachusetts
$7K +$7K +184 New
Envestnet Asset Management
344
Envestnet Asset Management
Illinois
$6K -$1.06K -30 -15%
HIM
345
Hutchens Investment Management
New Hampshire
$5K +$5K +120 New
MFS
346
McNamara Financial Services
Massachusetts
$5K +$5K +120 New
BAM
347
Barrett Asset Management
New York
$3K – – –
ED
348
Exane Derivatives
France
$2.8K +$2.8K +74 New
TFCM
349
Taylor Frigon Capital Management
Arizona
$1K +$1K +20 New
BRWA
350
B. Riley Wealth Advisors
Florida
$18 +$18 +484 New
12 13
14
15 16