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Williams-Sonoma
WSM

Overview Fund Activity

376 hedge funds and large institutions have $4.12B invested in Williams-Sonoma in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
9.39%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
53
Increased
162
Reduced
112
Closed
52
Calls
$63.8M
Puts
$45M
Net Calls
+$18.8M
Net Calls Change
-$9.48M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$171M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$130M
3
KP
Kiltearn Partners
United Kingdom
$38.8M
4
First Trust Advisors
First Trust Advisors
Illinois
$30.3M
5
BlackRock
BlackRock
New York
$464M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$102M
2
American Century Companies
American Century Companies
Missouri
$6.06M
3
DC
Davenport & Co
Virginia
$5.43M
4
Two Sigma Investments
Two Sigma Investments
New York
$20.2M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$27.5M -$8.04M -331,514 -23%
SIC
27
Schwartz Investment Counsel
Michigan
$27.4M – – –
Stifel Financial
28
Stifel Financial
Missouri
$22.7M +$13.5M +556,788 +146%
Goldman Sachs
29
Goldman Sachs
New York
$22.5M -$6.47M -266,866 -22%
BTW
30
Boston Trust Walden
Massachusetts
$22.2M -$4.48M -184,714 -17%
UBS AM
31
UBS AM
Illinois
$22.2M +$14.2M +584,878 +178%
Charles Schwab
32
Charles Schwab
California
$20.4M +$1.45M +59,864 +8%
Two Sigma Investments
33
Two Sigma Investments
New York
$20.2M -$20.7M -855,020 -51%
MPMG
34
Minneapolis Portfolio Management Group
Minnesota
$17.8M +$14.6M +602,340 +455%
KCM
35
Kornitzer Capital Management
Kansas
$17.7M -$9.36M -385,910 -35%
MAMU
36
Marathon Asset Management (UK)
United Kingdom
$17.2M +$3.11M +128,444 +22%
HCM
37
Hutchinson Capital Management
California
$16.9M +$162K +6,696 +1%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$16.7M -$5.34M -220,200 -24%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$16.6M +$4.59M +189,184 +38%
Principal Financial Group
40
Principal Financial Group
Iowa
$16.6M +$379K +15,636 +2%
NFA
41
Nationwide Fund Advisors
Ohio
$16.5M -$489K -20,172 -3%
TCIM
42
TIAA CREF Investment Management
New York
$16.4M +$6.22M +256,698 +61%
UBS Group
43
UBS Group
Switzerland
$16.2M +$4.75M +195,880 +41%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$16.2M +$1.54M +63,558 +11%
Bank of America
45
Bank of America
North Carolina
$15.9M +$2.25M +92,974 +17%
SFM
46
Systematic Financial Management
New Jersey
$15.4M +$7.65M +315,374 +99%
TAM
47
Tocqueville Asset Management
New York
$15.2M +$116K +4,780 +0.8%
FMI
48
Factory Mutual Insurance
Massachusetts
$14M -$1.99M -82,000 -12%
STCG
49
Speece Thorson Capital Group
Minnesota
$12.9M +$2.49M +102,580 +24%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$12.7M +$335K +13,800 +3%
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