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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 %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$169K – – –
VWM
327
Valley Wealth Managers
New Jersey
$168K -$312K -12,900 -65%
Fuller & Thaler Asset Management
328
Fuller & Thaler Asset Management
California
$160K – – –
NFG
329
Next Financial Group
Texas
$158K -$14.5K -600 -8%
Toronto Dominion Bank
330
Toronto Dominion Bank
Ontario, Canada
$145K – – –
Zurich Cantonal Bank
331
Zurich Cantonal Bank
Switzerland
$128K – – –
Franklin Resources
332
Franklin Resources
California
$123K +$123K +5,102 New
DADC
333
D.A. Davidson & Co
Montana
$109K – – –
FIB
334
First Interstate Bank
Montana
$97K -$94.6K -3,900 -49%
Creative Planning
335
Creative Planning
Kansas
$97K +$39.9K +1,654 +70%
IA
336
IFP Advisors
Florida
$91K +$13K +540 +17%
IPC
337
Independent Portfolio Consultants
Florida
$87K -$12.6K -520 -13%
FBT
338
First Bank & Trust
South Dakota
$87K +$87K +3,582 New
WT
339
Whittier Trust
California
$78K -$74.5K -3,082 -49%
MIFH
340
Migdal Insurance & Financial Holdings
Israel
$72K +$72K +3,000 New
BJ
341
BlackRock Japan
Japan
$66K -$8.69K -360 -12%
GS
342
GAM Systematic
United Kingdom
$65K -$51.5K -2,118 -44%
Nomura Asset Management
343
Nomura Asset Management
Japan
$59K +$59K +2,380 New
HNB
344
Huntington National Bank
Ohio
$55K – – –
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$52K -$769 -32 -1%
AssetMark Inc
346
AssetMark Inc
California
$48K -$922 -38 -2%
M
347
MOTCO
Texas
$45K -$2.8M -116,116 -98%
CG
348
Cutler Group
California
$44K -$426K -18,008 -91%
AA
349
Apriem Advisors
California
$36K – – –
PFS
350
Physicians Financial Services
North Carolina
$36K – – –
12 13
14
15 16