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Williams-Sonoma
WSM

Overview Fund Activity

421 hedge funds and large institutions have $5.61B invested in Williams-Sonoma in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 54 closing their positions.

Holders
421
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
9.65%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
62
Increased
114
Reduced
176
Closed
54
Calls
$130M
Puts
$192M
Net Calls
-$62.2M
Net Calls Change
-$47.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$493M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$178M
3
Goldman Sachs
3
Goldman Sachs
New York
$109M
4
Deutsche Bank
4
Deutsche Bank
Germany
$81.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$78.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$451M
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Select Equity Group
3
Select Equity Group
New York
$262M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$265M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
376
CenterStar Asset Management
Illinois
– – – –
BAMG
377
Brand Asset Management Group
Missouri
$20K 331 +331 New
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$19K 311 -189 -38%
HFM
379
Hartford Financial Management
Connecticut
$18K 300 – –
GWM
380
Geneos Wealth Management
Colorado
$18K 300 – –
BC
381
Bartlett & Co
Ohio
$18K 289 – –
HNB
382
Huntington National Bank
Ohio
$18K 293 – –
BCWM
383
Bartlett & Co Wealth Management
Ohio
$17.7K 289 – –
KCPG
384
Kavar Capital Partners Group
Kansas
$17K 277 – –
PCM
385
Prelude Capital Management
New York
$16K 258 +258 New
CWA
386
Clarus Wealth Advisors
Arizona
$16K 302 +302 New
S
387
SignatureFD
Georgia
$15K 249 -57 -19%
FHA
388
Flagship Harbor Advisors
Massachusetts
$14K 243 +243 New
OFW
389
Omnia Family Wealth
Florida
$13K 216 -155 -42%
MYIA
390
Mount Yale Investment Advisors
Colorado
$13K 216 – –
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$12K 200 – –
QCG
392
Quadrant Capital Group
Ohio
$11K 221 – –
OFS
393
Orrstown Financial Services
Pennsylvania
$10K 162 -14,741 -99%
PCP
394
Proficio Capital Partners
Massachusetts
$10K 170 -23 -12%
FANJ
395
Financial Architects (New Jersey)
New Jersey
$9K 150 -120 -44%
WAM
396
Wealthspire Advisors (Maryland)
Maryland
$9K 147 +48 +48%
FCFS
397
First Command Financial Services
Texas
$8K 124 – –
FCB
398
First Command Bank
Texas
$8K 124 – –
GAM
399
Gemmer Asset Management
California
$7K 119 – –
ASN
400
Advisory Services Network
Georgia
$6K 95 -231 -71%
14 15
16
17 18