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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 %
Legal & General Group
176
Legal & General Group
United Kingdom
$984K – – –
CEP
177
Chicago Equity Partners
Illinois
$979K +$20K +600 +2%
Barclays
178
Barclays
United Kingdom
$967K -$2.11M -63,878 -69%
Fisher Asset Management
179
Fisher Asset Management
Washington
$964K -$17.3K -520 -2%
Citigroup
180
Citigroup
New York
$944K -$4.27M -128,152 -82%
WT
181
Whittier Trust
California
$933K – – –
UR
182
USCA RIA
Texas
$903K +$903K +27,088 New
JPMPWA
183
J.P. Morgan Private Wealth Advisors
California
$894K +$67.3K +2,020 +8%
BA
184
BlackRock Advisors
Delaware
$880K -$47.3M -1,420,368 -98%
BUB
185
BBVA USA Bancshares
Texas
$858K -$700K -21,028 -45%
SAM
186
Securian Asset Management
Minnesota
$843K -$13.7K -410 -2%
Stifel Financial
187
Stifel Financial
Missouri
$840K +$840K +25,202 New
COPPSERS
188
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$816K -$16.5K -494 -2%
QT
189
Quantbot Technologies
New York
$800K +$39.6K +1,190 +5%
PI
190
Placemark Investments
Illinois
$771K +$34.2K +1,026 +5%
AB
191
Amalgamated Bank
New York
$759K -$5.8K -174 -0.8%
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$737K +$576K +18,350 +358%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$735K +$97.7K +2,932 +15%
LPL Financial
194
LPL Financial
California
$703K +$148K +4,430 +27%
NB
195
Norinchukin Bank
Japan
$700K +$700K +21,000 New
AF
196
Arrow Financial
New York
$666K +$666K +20,000 New
IAM
197
Impax Asset Management
New Hampshire
$666K +$666K +20,000 New
SCM
198
Shelton Capital Management
Colorado
$649K – – –
SG Americas Securities
199
SG Americas Securities
New York
$646K -$197K -5,902 -23%
WAM
200
World Asset Management
Michigan
$634K -$6.47K -194 -1%
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