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Williams-Sonoma
WSM

Overview Fund Activity

407 hedge funds and large institutions have $5.48B invested in Williams-Sonoma in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 163 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-32
Holders Change %
-7.29%
% of All Funds
8.85%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
51
Increased
136
Reduced
163
Closed
76
Calls
$67.1M
Puts
$87.8M
Net Calls
-$20.7M
Net Calls Change
+$19.2M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$53.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$39.1M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$37.4M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$20M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$18.3M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$53.1M
2
ACM
Argent Capital Management
Missouri
-$44.1M
3
Millennium Management
Millennium Management
New York
-$40.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$36.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
326
Rational Advisors
New York
$188K +$188K +5,786 New
NFG
327
Next Financial Group
Texas
$166K -$279K -8,560 -63%
AOWM
328
Alpha Omega Wealth Management
Virginia
$158K -$10.4K -320 -6%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$158K +$9.77K +300 +7%
HDIM
330
Hanson & Doremus Investment Management
Vermont
$108K -$29.2K -896 -21%
FIB
331
First Interstate Bank
Montana
$98K -$21.8K -668 -18%
Victory Capital Management
332
Victory Capital Management
Texas
$92K +$6.97K +214 +8%
JPLA
333
Joseph P. Lucia & Associates
New York
$91K +$91K +2,800 New
APA
334
American Portfolios Advisors
New York
$82.4K -$35K -1,078 -30%
KIG
335
Kessler Investment Group
Indiana
$79K +$4.43K +136 +6%
PHK
336
Point72 Hong Kong
Hong Kong
$67K +$67K +2,054 New
AIM
337
Anchor Investment Management
South Carolina
$66.3K -$1.95K -60 -3%
CG
338
Cutler Group
California
$65K -$1.55M -47,782 -96%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$65K -$21.5K -664 -25%
GWM
340
Geneos Wealth Management
Colorado
$64K +$389 +12 +0.6%
NL
341
NVWM LLC
Pennsylvania
$57K – – –
CTC
342
Central Trust Company
Missouri
$52K – – –
OIA
343
Optimum Investment Advisors
Illinois
$52K – – –
PB
344
Pinnacle Bancorp
Nebraska
$47K – – –
AF
345
Advisornet Financial
Minnesota
$46K +$129 +4 +0.3%
QCG
346
Quadrant Capital Group
Ohio
$46K +$26.9K +910 +141%
MAM
347
Meeder Asset Management
Ohio
$43K +$43K +1,340 New
CCM
348
Covington Capital Management
California
$42K – – –
FMT
349
First Mercantile Trust
Tennessee
$34K -$221K -6,900 -87%
CFA
350
Carroll Financial Associates
North Carolina
$34K – – –
12 13
14
15 16