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Williams-Sonoma
WSM

Overview Fund Activity

438 hedge funds and large institutions have $6.33B invested in Williams-Sonoma in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 117 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+47
Holders Change %
+12.02%
% of All Funds
9%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
99
Increased
117
Reduced
179
Closed
47
Calls
$64M
Puts
$83.5M
Net Calls
-$19.5M
Net Calls Change
-$25.3M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$114M
2
CAM
Congress Asset Management
Massachusetts
+$106M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.4M
4
Boston Partners
Boston Partners
Massachusetts
+$49.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$45.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$163M
2
LSV Asset Management
LSV Asset Management
Illinois
-$64.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$46.7M
4
CVA
Ceredex Value Advisors
Florida
-$39.4M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +198 New
CFGS
402
Concourse Financial Group Securities
Alabama
$8K +$8K +206 New
CAL
403
Capital Advisors Ltd
Ohio
$7K +$7K +180 New
FRA
404
Front Row Advisors
California
$5K -$333 -8 -6%
VFA
405
Valeo Financial Advisors
Indiana
$5K +$455 +12 +10%
WEC
406
Winslow Evans & Crocker
Massachusetts
$5K +$5K +124 New
SL
407
Savior LLC
Massachusetts
$4K – – –
FHA
408
First Horizon Advisors
Tennessee
$4K +$1.78K +48 +80%
CWP
409
CFM Wealth Partners
Texas
$3K -$48.8K -1,302 -94%
GI
410
Gradient Investments
Minnesota
$3K -$26.9K -682 -90%
HR
411
Howe & Rusling
New York
$3K -$618 -14 -17%
ABC
412
Associated Banc-Corp
Wisconsin
$3K -$265 -6 -8%
WAS
413
Winch Advisory Services
Wisconsin
$3K – – –
SIC
414
Salem Investment Counselors
North Carolina
$3K – – –
AF
415
Allworth Financial
California
$3K – – –
EARNEST Partners
416
EARNEST Partners
Georgia
$3K – – –
MIM
417
Macroview Investment Management
Maryland
$3K +$3K +78 New
AII
418
AGF Investments Inc
Ontario, Canada
$2K -$370K -8,886 -99%
WT
419
Washington Trust
Rhode Island
$2K -$1.57K -36 -44%
EW
420
Evoke Wealth
California
$2K -$111 -2 -5%
OPS
421
Orion Portfolio Solutions
Nebraska
$2K -$83 -2 -4%
MCM
422
Manchester Capital Management
Vermont
$2K – – –
TFO
423
Tarbox Family Office
California
$2K – – –
RFA
424
Reilly Financial Advisors
California
$2K +$2K +50 New
JG
425
Jefferies Group
New York
$1.93K +$54 +1,316 +3%
15 16
17
18 19