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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 %
ASN
351
Advisory Services Network
Georgia
$17K +$4.95K +190 +41%
AF
352
Advisornet Financial
Minnesota
$16K +$16K +628 New
BC
353
Bartlett & Co
Ohio
$15K – – –
GWM
354
Geneos Wealth Management
Colorado
$15K +$15K +600 New
FANJ
355
Financial Architects (New Jersey)
New Jersey
$14K -$4.15K -160 -23%
RFC
356
Regions Financial Corp
Alabama
$14K +$14K +540 New
DVM
357
Dreman Value Management
Florida
$13K -$13K -504 -50%
APA
358
American Portfolios Advisors
New York
$10.4K +$10.4K +402 New
AIL
359
AGF Investments LLC
Ontario, Canada
$10K -$120K -4,428 -92%
QCG
360
Quadrant Capital Group
Ohio
$10K -$424 -20 -4%
RFA
361
Reilly Financial Advisors
California
$10K – – –
PCP
362
Proficio Capital Partners
Massachusetts
$10K +$7.05K +272 +239%
RFM
363
Royal Fund Management
Florida
$8K +$8K +322 New
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$7K – – –
Victory Capital Management
365
Victory Capital Management
Texas
$7K +$4.33K +156 +163%
GAM
366
Gemmer Asset Management
California
$6K – – –
FCFS
367
First Command Financial Services
Texas
$6K +$6K +248 New
FCB
368
First Command Bank
Texas
$6K +$6K +248 New
WA
369
WealthTrust-Arizona
Arizona
$5K – – –
TCOV
370
Trust Company of Vermont
Vermont
$5K – – –
OSNBOA
371
Old Second National Bank of Aurora
Illinois
$4K -$8.2K -336 -67%
WAM
372
Wealthspire Advisors (Maryland)
Maryland
$4K -$3.65K -144 -48%
SWP
373
Stratos Wealth Partners
Ohio
$4K +$4K +154 New
FHA
374
First Horizon Advisors
Tennessee
$3K – – –
VFA
375
Valeo Financial Advisors
Indiana
$3K +$3K +120 New
13 14
15
16 17