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Williams-Sonoma
WSM

Overview Fund Activity

352 hedge funds and large institutions have $6.06B invested in Williams-Sonoma in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 124 increasing their positions, 121 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
–
Holders Change %
0%
% of All Funds
9.39%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
60
Increased
124
Reduced
121
Closed
57
Calls
$32.4M
Puts
$57.3M
Net Calls
-$24.9M
Net Calls Change
+$2.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$72.1M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$92.4M
3
PHS
PFM Health Sciences
California
$29.9M
4
WG
Winton Group
United Kingdom
$48.7M
5
BIT
BlackRock Institutional Trust
California
$213M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$24.8M
2
HMP
HS Management Partners
New York
$104M
3
Select Equity Group
Select Equity Group
New York
$250M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$217M
5
MSA
Mason Street Advisors
Wisconsin
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$54.2M +$24.7M +620,998 +84%
Morgan Stanley
27
Morgan Stanley
New York
$53.6M -$15.3M -384,290 -22%
UBS Group
28
UBS Group
Switzerland
$51.9M -$13.1M -329,514 -20%
WG
29
Winton Group
United Kingdom
$48.7M +$26.5M +664,200 +119%
Westfield Capital Management
30
Westfield Capital Management
Massachusetts
$44M -$4.05M -101,514 -8%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$35.9M +$18.8K +472 +0.1%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$32.2M +$118K +2,960 +0.4%
Ameriprise
33
Ameriprise
Minnesota
$32.2M +$584K +14,668 +2%
PHS
34
PFM Health Sciences
California
$29.9M +$29.9M +750,332 New
RFC
35
Russell Frank Company
Washington
$29M -$6.67M -167,340 -19%
CAM
36
Congress Asset Management
Massachusetts
$27.8M +$5.03M +126,108 +22%
KCM
37
Kornitzer Capital Management
Kansas
$26.8M -$4.3M -107,900 -14%
ICM
38
IronBridge Capital Management
Illinois
$25.2M -$1.11M -27,760 -4%
GC
39
Guggenheim Capital
Illinois
$24.8M -$52.9M -1,326,804 -68%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$23.8M -$526K -13,204 -2%
TA
41
Teachers Advisors
New York
$23.3M +$3.9M +97,948 +20%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$23.2M +$16.3K +410 +0.1%
First Trust Advisors
43
First Trust Advisors
Illinois
$23.1M +$14.3M +359,934 +165%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$22.8M -$10.5M -263,086 -31%
Prudential Financial
45
Prudential Financial
New Jersey
$22.5M +$15.9M +399,800 +241%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$21.7M – – –
MAA
47
Managed Account Advisors
New Jersey
$20.5M +$2.56M +64,250 +14%
Principal Financial Group
48
Principal Financial Group
Iowa
$20.3M +$608K +15,262 +3%
WJA
49
Williams Jones & Associates
New York
$20.2M +$140K +3,510 +0.7%
DKCM
50
Davidson Kempner Capital Management
New York
$19.9M +$19.9M +500,000 New
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