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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 %
GC
326
Grimes & Company
Massachusetts
$250K +$250K +6,090 New
TPCW
327
TD Private Client Wealth
New York
$248K +$144K +3,510 +139%
NGA
328
Naples Global Advisors
Florida
$246K +$246K +6,000 New
PP
329
Patten & Patten
Tennessee
$243K +$243K +5,914 New
JT
330
Jump Trading
Illinois
$243K +$243K +5,934 New
CCM
331
CWH Capital Management
Washington
$239K +$239K +5,832 New
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$235K +$235K +5,722 New
CS
333
Comerica Securities
Michigan
$228K +$228K +5,568 New
CBN
334
Cadence Bank NA
Texas
$220K +$220K +5,364 New
ONB
335
Old National Bancorp
Indiana
$215K +$215K +5,258 New
PAMU
336
Pictet Asset Management (UK)
United Kingdom
$213K +$213K +5,200 New
PPCM
337
Pillar Pacific Capital Management
California
$213K +$213K +5,200 New
FIM
338
Freedom Investment Management
Connecticut
$210K -$74.6K -1,818 -26%
NFG
339
Next Financial Group
Texas
$210K -$24.6K -600 -11%
Teacher Retirement System of Texas
340
Teacher Retirement System of Texas
Texas
$206K +$206K +5,024 New
AFG
341
Albion Financial Group
Utah
$205K +$205K +5,000 New
PPSG
342
Princeton Portfolio Strategies Group
New Jersey
$203K +$203K +4,960 New
CAG
343
Csenge Advisory Group
Florida
$202K +$202K +4,926 New
CI
344
Cigna Investments
Connecticut
$202K +$202K +4,936 New
PCM
345
Penserra Capital Management
California
$167K +$12.6K +308 +8%
SFS
346
Sowell Financial Services
Arkansas
$165K – – –
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$150K +$5.82K +142 +4%
PI
348
PEAK6 Investments
Illinois
$140K -$9.48M -231,362 -99%
CAN
349
Cetera Advisor Networks
California
$125K +$125K +3,052 New
WT
350
Whittier Trust
California
$123K -$172K -4,200 -58%
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