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Williams-Sonoma
WSM

Overview Fund Activity

439 hedge funds and large institutions have $4.93B invested in Williams-Sonoma in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+43
Holders Change %
+10.86%
% of All Funds
9.52%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
76
Increased
130
Reduced
158
Closed
30
Calls
$70.2M
Puts
$110M
Net Calls
-$39.9M
Net Calls Change
+$123M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$36.8M
2
ACM
Argent Capital Management
Missouri
+$30.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$22.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$18.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
2
Select Equity Group
Select Equity Group
New York
-$68.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$29.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$21.8M
5
KCM
Kornitzer Capital Management
Kansas
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
376
Advisornet Financial
Minnesota
$40K +$112 +4 +0.3%
CCM
377
Covington Capital Management
California
$37K – – –
SWM
378
SeaCrest Wealth Management
New York
$32K – – –
CFA
379
Carroll Financial Associates
North Carolina
$29K – – –
PCM
380
Penserra Capital Management
California
$28K +$28K +1,008 New
BCI
381
Brinker Capital Investments
Pennsylvania
$24K – – –
PK
382
Pflug Koory
Nebraska
$23K -$2.88K -100 -11%
FPFS
383
First Personal Financial Services
North Carolina
$23K – – –
PA
384
Parallel Advisors
California
$22K +$6.25K +218 +40%
SMFS
385
Squar Milner Financial Services
California
$20K – – –
AIC
386
Ameritas Investment Company
Nebraska
$20K +$20K +724 New
BAMG
387
Brand Asset Management Group
Missouri
$19K – – –
AQA
388
Alpha Quant Advisors
Texas
$19K – – –
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$19K +$19K +668 New
SBL
390
Sargent Bickham Lagudis
Colorado
$18K – – –
HFM
391
Hartford Financial Management
Connecticut
$17K – – –
CWA
392
Clarus Wealth Advisors
Arizona
$17K +$165 +6 +1%
S
393
SignatureFD
Georgia
$17K +$844 +30 +5%
BCWM
394
Bartlett & Co Wealth Management
Ohio
$16.3K – – –
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$16K -$264K -3,266 -94%
HNB
396
Huntington National Bank
Ohio
$16K – – –
BC
397
Bartlett & Co
Ohio
$16K – – –
FHA
398
Flagship Harbor Advisors
Massachusetts
$16K +$5.55K +204 +53%
QCG
399
Quadrant Capital Group
Ohio
$14K +$4.39K +202 +46%
IA
400
IFP Advisors
Florida
$12K -$73.5K -2,586 -86%
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16
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