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Williams-Sonoma
WSM

Overview Fund Activity

435 hedge funds and large institutions have $5.84B invested in Williams-Sonoma in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 147 increasing their positions, 154 reducing their positions, and 40 closing their positions.

Holders
435
Holders Change
+14
Holders Change %
+3.33%
% of All Funds
9.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
147
Reduced
154
Closed
40
Calls
$152M
Puts
$162M
Net Calls
-$10.1M
Net Calls Change
+$52.1M

Top Buyers

1
HMP
1
HS Management Partners
New York
$136M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$64.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$478M
4
ACM
4
Argent Capital Management
Missouri
$66.8M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$28.7M

Top Sellers

1
KP
1
Kiltearn Partners
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$63.3M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$146M
4
Select Equity Group
4
Select Equity Group
New York
$237M
5
Millennium Management
5
Millennium Management
New York
$335K
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
376
Central Trust Company
Missouri
$55K 836 – –
IA
377
IFP Advisors
Florida
$48K 723 -36 -5%
AF
378
Advisornet Financial
Minnesota
$47K 709 +1 +0.1%
CCM
379
Covington Capital Management
California
$43K 650 – –
ClearBridge Investments
380
ClearBridge Investments
New York
$43K 650 +2 +0.3%
SWM
381
SeaCrest Wealth Management
New York
$37K 567 – –
CFA
382
Carroll Financial Associates
North Carolina
$34K 526 – –
ICM
383
IMS Capital Management
Oregon
$33K 500 +500 New
PK
384
Pflug Koory
Nebraska
$30K 450 -200 -31%
SPIA
385
Steward Partners Investment Advisory
New York
$28K 422 -294 -41%
BCI
386
Brinker Capital Investments
Pennsylvania
$28K 425 – –
FPFS
387
First Personal Financial Services
North Carolina
$27K 405 – –
PA
388
Parallel Advisors
California
$26K 390 – –
SMFS
389
Squar Milner Financial Services
California
$24K 360 -90 -20%
AssetMark Inc
390
AssetMark Inc
California
$22K 333 -29 -8%
BAMG
391
Brand Asset Management Group
Missouri
$22K 331 – –
S
392
SignatureFD
Georgia
$22K 329 +80 +32%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$20K 311 – –
HFM
394
Hartford Financial Management
Connecticut
$20K 300 – –
CWA
395
Clarus Wealth Advisors
Arizona
$20K 304 +2 +0.7%
BC
396
Bartlett & Co
Ohio
$19K 289 – –
HNB
397
Huntington National Bank
Ohio
$19K 293 – –
BCWM
398
Bartlett & Co Wealth Management
Ohio
$19K 289 – –
SQA
399
Simon Quick Advisors
New Jersey
$17K 253 -247 -49%
FHA
400
Flagship Harbor Advisors
Massachusetts
$16K 245 +2 +0.8%
14 15
16
17 18