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Williams-Sonoma
WSM

Overview Fund Activity

396 hedge funds and large institutions have $4.45B invested in Williams-Sonoma in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 133 increasing their positions, 144 reducing their positions, and 78 closing their positions.

Holders
396
Holders Change
-39
Holders Change %
-8.97%
% of All Funds
8.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
43
Increased
133
Reduced
144
Closed
78
Calls
$97.7M
Puts
$261M
Net Calls
-$163M
Net Calls Change
-$153M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
HMP
2
HS Management Partners
New York
$146M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$442M
4
MC
4
Maverick Capital
Texas
$22.6M
5
Invesco
5
Invesco
Georgia
$97.4M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.96M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.12M
4
Select Equity Group
4
Select Equity Group
New York
$144M
5
ACM
5
Argent Capital Management
Missouri
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EARNEST Partners
376
EARNEST Partners
Georgia
$2K 41 – –
AF
377
Allworth Financial
California
$2K 40 – –
MCM
378
Manchester Capital Management
Vermont
$2K 27 – –
HR
379
Howe & Rusling
New York
$2K 48 +14 +41%
PWM
380
PRW Wealth Management
Massachusetts
$2K 47 +47 New
AAMU
381
Amundi Asset Management US
Massachusetts
$1.82K 36,064 -10,512 -23%
TWA
382
TCI Wealth Advisors
Arizona
$1K 26 -4 -13%
LWCFA
383
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K 20 – –
CAW
384
Cornerstone Advisors (Washington)
Washington
$1K 14 – –
VCM
385
Versant Capital Management
Arizona
$1K 28 – –
LPWM
386
Lake Point Wealth Management
Texas
$1K 10 +10 New
LF
387
Lee Financial
Texas
$1K 10 +10 New
CAM
388
Cresset Asset Management
Illinois
$1K 13 +13 New
PWMG
389
Prestige Wealth Management Group
New Jersey
$1K 13 +13 New
AIA
390
Alera Investment Advisors
Illinois
$1K 14 +14 New
FGC
391
Financial Gravity Companies
Texas
$1K 19 +19 New
BTNA
392
Bremer Trust National Association
Minnesota
$1K 29 +29 New
GT
393
Glenmede Trust
Pennsylvania
$403 8,011 +2,379 +42%
Renaissance Technologies
394
Renaissance Technologies
New York
– – -777,200 Closed
WG
395
Winton Group
United Kingdom
– – -167,536 Closed
JGC
396
J. Goldman & Co
New York
– – -153,897 Closed
CIM
397
Contrarius Investment Management
Jersey
– – -129,367 Closed
SEC
398
Seven Eight Capital
New York
– – -72,501 Closed
Citadel Advisors
399
Citadel Advisors
Florida
– – -63,918 Closed
SCM
400
Stevens Capital Management
Pennsylvania
– – -63,905 Closed
14 15
16
17 18