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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 %
TWA
426
TCI Wealth Advisors
Arizona
$1K -$2.25K -36 -69%
GWS
427
Glassman Wealth Services
Virginia
$1K -$300 -6 -23%
VCM
428
Versant Capital Management
Arizona
$1K – – –
PA
429
Procyon Advisors
Connecticut
$1K – – –
JCM
430
Jacobi Capital Management
Pennsylvania
$1K – – –
TFA
431
Toth Financial Advisory
Virginia
$1K +$1K +14 New
WAMC
432
Western Asset Management Company
California
$1K +$1K +20 New
EFSCE
433
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +26 New
CAM
434
Costello Asset Management
Pennsylvania
$1K +$1K +32 New
BCA
435
Berman Capital Advisors
Georgia
$1K +$1K +38 New
First Manhattan
436
First Manhattan
New York
$1K +$1K +40 New
TI
437
tru Independence
Oregon
$338 +$338 +8,244 New
WIM
438
Westside Investment Management
California
$3 – – –
CVA
439
Ceredex Value Advisors
Florida
– -$39.4M -1,851,200 Closed
Balyasny Asset Management
440
Balyasny Asset Management
Illinois
– -$23.4M -1,101,956 Closed
MHI
441
Miller Howard Investments
New York
– -$23.1M -1,088,286 Closed
ACM
442
Argent Capital Management
Missouri
– -$8.99M -422,988 Closed
HCM
443
Hutchinson Capital Management
California
– -$6.12M -287,784 Closed
AAIM
444
American Assets Investment Management
California
– -$4.12M -193,560 Closed
MIS
445
Morningstar Investment Services
Illinois
– -$3.55M -163,746 Closed
AIM
446
Artemis Investment Management
United Kingdom
– -$3.25K -153,094 Closed
ZCM
447
Ziegler Capital Management
Illinois
– -$2.87M -134,720 Closed
ACM
448
AlphaCrest Capital Management
New York
– -$2.11M -99,362 Closed
Kovitz Investment Group Partners
449
Kovitz Investment Group Partners
Illinois
– -$2.03M -95,644 Closed
SFS
450
Strategic Financial Services
New York
– -$1.64M -77,100 Closed
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