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Williams-Sonoma
WSM

Overview Fund Activity

392 hedge funds and large institutions have $4.57B invested in Williams-Sonoma in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 127 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+26
Holders Change %
+7.1%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
70
Increased
127
Reduced
140
Closed
43
Calls
$44.6M
Puts
$73.1M
Net Calls
-$28.5M
Net Calls Change
-$33.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$87.3M
2
AAMU
Amundi Asset Management US
Massachusetts
+$49M
3
APG Asset Management
APG Asset Management
Netherlands
+$24.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$15.7M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$13.3M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$46.6M
2
American Century Companies
American Century Companies
Missouri
-$24.8M
3
Deutsche Bank
Deutsche Bank
Germany
-$22.2M
4
VFA
Virtus Fund Advisers
Connecticut
-$19.2M
5
MPMG
Minneapolis Portfolio Management Group
Minnesota
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
326
Delpha Capital Management
New York
$72K +$72K +2,792 New
PA
327
Parallel Advisors
California
$69K – – –
EMG
328
ETF Managers Group
New Jersey
$61K +$8.65K +328 +17%
CAM
329
CenterStar Asset Management
Illinois
$60K – – –
II
330
Inspire Investing
Idaho
$57K +$57K +2,224 New
AIM
331
Anchor Investment Management
South Carolina
$54.3K – – –
IA
332
IFP Advisors
Florida
$49K +$2.17K +84 +5%
CTC
333
Central Trust Company
Missouri
$47K -$13.2K -510 -22%
CG
334
Cutler Group
California
$39K -$337K -13,272 -90%
SPIA
335
Steward Partners Investment Advisory
New York
$37K +$2.89K +114 +8%
PK
336
Pflug Koory
Nebraska
$36K – – –
CCM
337
Covington Capital Management
California
$34K – – –
OFW
338
Omnia Family Wealth
Florida
$34K +$14.9K +576 +78%
ClearBridge Investments
339
ClearBridge Investments
New York
$33K +$360 +14 +1%
HNB
340
Huntington National Bank
Ohio
$30K +$15.1K +592 +101%
WCBA
341
Weaver C. Barksdale & Associates
Tennessee
$29K -$5.26K -204 -15%
CFA
342
Carroll Financial Associates
North Carolina
$27K – – –
BRC
343
Bell Rock Capital
Delaware
$27K +$205 +8 +0.8%
MSA
344
Marino Stram & Associates
Massachusetts
$27K +$27K +1,050 New
WWM
345
Willingdon Wealth Management
North Carolina
$26K – – –
SQA
346
Simon Quick Advisors
New Jersey
$26K +$26K +1,000 New
LC
347
Landaas & Company
Wisconsin
$23K – – –
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.1K -$7.29K -282 -27%
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$19K +$19K +740 New
PFO
350
Pathstone Family Office
New Jersey
$18K +$153 +6 +0.9%
12 13
14
15 16