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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.

New
Increased
Maintained
Reduced
Closed
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
Capital Research Global Investors
California
+$220M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$61.5M
3
Goldman Sachs
Goldman Sachs
New York
+$55.4M
4
Deutsche Bank
Deutsche Bank
Germany
+$53.2M
5
Renaissance Technologies
Renaissance Technologies
New York
+$43.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$127M
2
WRF
Waddell & Reed Financial
Kansas
-$66.5M
3
Select Equity Group
Select Equity Group
New York
-$51.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.9M
5
Morgan Stanley
Morgan Stanley
New York
-$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
401
Trust Company of Vermont
Vermont
$6K – – –
FGAM
402
Financial Gravity Asset Management
Texas
$6K +$4.75K +160 +381%
OSNBOA
403
Old Second National Bank of Aurora
Illinois
$5K – – –
CFD
404
Creative Financial Designs
Indiana
$5K +$66 +2 +1%
Toronto Dominion Bank
405
Toronto Dominion Bank
Ontario, Canada
$3K -$185K -5,904 -98%
EARNEST Partners
406
EARNEST Partners
Georgia
$3K – – –
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$3K – – –
VFA
408
Valeo Financial Advisors
Indiana
$3K – – –
FHA
409
First Horizon Advisors
Tennessee
$3K – – –
WIM
410
Westside Investment Management
California
$2.56K – – –
HR
411
Howe & Rusling
New York
$2K – – –
MCM
412
Manchester Capital Management
Vermont
$2K – – –
AF
413
Allworth Financial
California
$2K – – –
PIA
414
Piedmont Investment Advisors
North Carolina
$2K +$2K +50 New
TWA
415
TCI Wealth Advisors
Arizona
$2K +$2K +60 New
JA
416
JOYN Advisors
Georgia
$2K +$2K +70 New
SIC
417
Salem Investment Counselors
North Carolina
$2K +$2K +80 New
CAW
418
Cornerstone Advisors (Washington)
Washington
$1K -$357 -10 -26%
LWCFA
419
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
VCM
420
Versant Capital Management
Arizona
$1K – – –
ED
421
Exane Derivatives
France
$61 – – –
FRA
422
Front Row Advisors
California
$2 – – –
WRF
423
Waddell & Reed Financial
Kansas
– -$66.5M -2,519,572 Closed
MWNA
424
Marshall Wace North America
New York
– -$16.8M -638,308 Closed
MC
425
Maverick Capital
Texas
– -$15.9M -603,500 Closed
15 16
17
18 19