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Williams-Sonoma
WSM

Overview Fund Activity

392 hedge funds and large institutions have $4.57B invested in Williams-Sonoma in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 127 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+26
Holders Change %
+7.1%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
70
Increased
127
Reduced
140
Closed
43
Calls
$44.6M
Puts
$73.1M
Net Calls
-$28.5M
Net Calls Change
-$33.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$256M
2
AAMU
Amundi Asset Management US
Massachusetts
$49M
3
APG Asset Management
APG Asset Management
Netherlands
$44.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$104M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$17.2M

Top Sellers

1
Credit Agricole
Credit Agricole
France
$0
2
American Century Companies
American Century Companies
Missouri
$8.24M
3
Deutsche Bank
Deutsche Bank
Germany
$5.46M
4
VFA
Virtus Fund Advisers
Connecticut
$0
5
MPMG
Minneapolis Portfolio Management Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$35.1M +$3.77M +145,674 +12%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$32M +$3.96M +153,130 +14%
UBS Group
28
UBS Group
Switzerland
$30.6M +$2.42M +93,458 +9%
KCM
29
Kornitzer Capital Management
Kansas
$27.5M +$9.23M +357,200 +51%
Stifel Financial
30
Stifel Financial
Missouri
$25.5M -$3.61M -139,660 -12%
LSV Asset Management
31
LSV Asset Management
Illinois
$24.3M +$9.45M +365,400 +64%
BTW
32
Boston Trust Walden
Massachusetts
$23.2M -$502K -19,434 -2%
Charles Schwab
33
Charles Schwab
California
$23.2M +$1.29M +49,974 +6%
HCM
34
Hutchinson Capital Management
California
$18.4M +$60.1K +2,326 +0.3%
MAMU
35
Marathon Asset Management (UK)
United Kingdom
$18.3M +$300K +11,588 +2%
Principal Financial Group
36
Principal Financial Group
Iowa
$17.4M -$423K -16,370 -2%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$17.2M +$13.3M +513,810 +339%
UBS AM
38
UBS AM
Illinois
$15.6M -$6.22M -240,430 -28%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$14.7M +$663K +25,654 +5%
RA
40
Royce & Associates
New York
$13.9M +$4.41M +170,600 +47%
SFM
41
Systematic Financial Management
New Jersey
$13.8M -$2.39M -92,352 -15%
TCIM
42
TIAA CREF Investment Management
New York
$13.6M -$577K -22,308 -4%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$13.4M +$7.09M +274,398 +113%
TAM
44
Tocqueville Asset Management
New York
$12.6M -$3.11M -120,400 -20%
SIC
45
Schwartz Investment Counsel
Michigan
$12.4M +$1.55M +60,000 +14%
FLII
46
First Long Island Investors
New York
$12.3M +$51.3K +1,984 +0.4%
Prudential Financial
47
Prudential Financial
New Jersey
$12.1M -$56.9K -2,200 -0.5%
STCG
48
Speece Thorson Capital Group
Minnesota
$12M -$2.64M -102,258 -18%
Ameriprise
49
Ameriprise
Minnesota
$11.5M -$1.24M -47,800 -10%
Bank of America
50
Bank of America
North Carolina
$11.3M -$1.92M -74,404 -14%
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