WSM icon

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
$149M
2
CAM
Congress Asset Management
Massachusetts
$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$476M
4
Boston Partners
Boston Partners
Massachusetts
$95.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$60.8M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$103M
2
LSV Asset Management
LSV Asset Management
Illinois
$29.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
$630M
4
CVA
Ceredex Value Advisors
Florida
$0
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
26
Boston Trust Walden
Massachusetts
$37M -$3.34M -81,562 -8%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$35.4M -$2.84M -67,178 -7%
Wells Fargo
28
Wells Fargo
California
$34.9M -$7.47M -182,176 -18%
Charles Schwab
29
Charles Schwab
California
$34.6M -$25.7M -626,304 -43%
CC
30
Carlson Capital
Texas
$33.4M +$33.4M +815,500 New
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$30.6M +$3.2M +78,064 +12%
WCM
32
Wedge Capital Management
North Carolina
$30M +$30M +730,982 New
LSV Asset Management
33
LSV Asset Management
Illinois
$29.7M -$64.7M -1,578,172 -69%
PPA
34
Parametric Portfolio Associates
Washington
$28.1M +$1.2M +29,210 +4%
Bank of America
35
Bank of America
North Carolina
$24.7M +$2.47M +60,206 +11%
CCMG
36
Clark Capital Management Group
Pennsylvania
$24.4M -$14.4M -352,314 -37%
Renaissance Technologies
37
Renaissance Technologies
New York
$23.9M -$18.3M -446,108 -43%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$23.7M +$2.88M +70,294 +14%
Skandinaviska Enskilda Banken (SEB)
39
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.7M -$32.7M -798,400 -60%
Principal Financial Group
40
Principal Financial Group
Iowa
$20.1M +$97.3K +2,374 +0.5%
Marshall Wace
41
Marshall Wace
United Kingdom
$19.6M +$7.85M +191,418 +67%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$19.4M +$192K +4,672 +1%
Legal & General Group
43
Legal & General Group
United Kingdom
$19.4M +$445K +10,844 +2%
First Trust Advisors
44
First Trust Advisors
Illinois
$19.2M +$9.52M +232,260 +99%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$18.5M +$4.19M +102,216 +29%
ACM
46
Advisors Capital Management
New Jersey
$16.2M +$385K +9,378 +2%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$16.1M +$32.9K +802 +0.2%
UBS Group
48
UBS Group
Switzerland
$15.8M -$20M -487,130 -56%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$15.7M +$15.3M +372,198 +3,233%
MOACM
50
Mutual of America Capital Management
New York
$15.4M +$1.18M +28,872 +8%
1
2
3 4 5