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Williams-Sonoma
WSM

Overview Fund Activity

302 hedge funds and large institutions have $5.56B invested in Williams-Sonoma in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
8.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
42
Increased
98
Reduced
113
Closed
42
Calls
$52.4M
Puts
$20.7M
Net Calls
+$31.7M
Net Calls Change
-$21.7M

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
$309M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$105M
3
Vanguard Group
Vanguard Group
Pennsylvania
$327M
4
PIA
Piedmont Investment Advisors
North Carolina
$31M
5
JHIU
Janus Henderson Investors US
Colorado
$103M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$313M
2
Ameriprise
Ameriprise
Minnesota
$30.5M
3
BA
BlackRock Advisors
Delaware
$880K
4
Bank of New York Mellon
Bank of New York Mellon
New York
$163M
5
Capital Research Global Investors
Capital Research Global Investors
California
$482M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRF
151
IBM Retirement Fund
New York
$1.62M -$938K -27,828 -37%
1SB
152
1ST Source Bank
Indiana
$1.6M -$1.1M -33,150 -41%
GG
153
Gofen & Glossberg
Illinois
$1.58M – – –
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$1.57M -$46.7K -1,400 -3%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.57M -$365K -10,938 -19%
EVM
156
Eaton Vance Management
Massachusetts
$1.5M – – –
Macquarie Group
157
Macquarie Group
Australia
$1.47M – – –
BA
158
Bridgewater Associates
Connecticut
$1.41M +$1.41M +42,306 New
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$1.38M -$60K -1,800 -4%
V
160
Veritable
Delaware
$1.31M -$10.4K -312 -0.8%
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.29M +$152K +4,574 +13%
SB
162
Suntrust Banks
Georgia
$1.26M -$13.6K -410 -1%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$1.21M +$1.07M +32,000 +762%
ST
164
Spot Trading
Illinois
$1.19M +$1.19M +35,704 New
Wellington Management Group
165
Wellington Management Group
Massachusetts
$1.18M +$574K +17,210 +95%
URS
166
Utah Retirement Systems
Utah
$1.17M +$6.67K +200 +0.6%
ACP
167
Ashfield Capital Partners
California
$1.13M -$3.33K -100 -0.3%
PWP
168
Private Wealth Partners
California
$1.12M +$89K +2,672 +9%
QBFM
169
QS Batterymarch Financial Management
New York
$1.12M +$1.12M +33,600 New
CWM
170
Calamos Wealth Management
Illinois
$1.11M -$32.6K -980 -3%
PA
171
Profund Advisors
Maryland
$1.05M -$72.2K -2,166 -6%
HighTower Advisors
172
HighTower Advisors
Illinois
$1.03M +$1.03M +30,842 New
OAC
173
OMERS Administration Corp
Ontario, Canada
$1.03M +$506K +15,200 +97%
PWS
174
Peloton Wealth Strategists
Indiana
$1.02M – – –
TCM
175
Twin Capital Management
Pennsylvania
$992K +$992K +29,780 New
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7
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