We are live on ! Find out more
WSM icon

Williams-Sonoma
WSM

262 hedge funds and large institutions have $4.94B invested in Williams-Sonoma in 2013 Q2 according to their latest regulatory filings, with 262 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

181.89% more ownership

Funds ownership: 0% → 181.89% (+182%)

142% more call options, than puts

Call options by funds: $73.3M | Put options by funds: $30.3M

Holders
262
Holders Change
+262
Holders Change %
–
% of All Funds
8.55%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
262
Increased
–
Reduced
–
Closed
–
Calls
$73.3M
Puts
$30.3M
Net Calls
+$43M
Net Calls Change
+$43M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$565M +$545M +20,225,308 New
Capital Research Global Investors
2
Capital Research Global Investors
California
$376M +$362M +13,440,866 New
BC
3
Blackhill Capital
New Jersey
$271M +$261M +9,688,666 New
Select Equity Group
4
Select Equity Group
New York
$239M +$231M +8,561,204 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$237M +$228M +8,467,734 New
Aristotle Capital Management
6
Aristotle Capital Management
California
$232M +$224M +8,319,380 New
Artisan Partners
7
Artisan Partners
Wisconsin
$225M +$217M +8,067,000 New
State Street
8
State Street
Massachusetts
$217M +$209M +7,773,238 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$204M +$197M +7,305,180 New
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$163M +$158M +5,848,164 New
BIT
11
BlackRock Institutional Trust
California
$136M +$131M +4,866,964 New
BFA
12
BlackRock Fund Advisors
California
$119M +$115M +4,269,886 New
CWAM
13
Columbia Wanger Asset Management
Illinois
$102M +$98.5M +3,654,000 New
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$100M +$96.8M +3,591,394 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$89.8M +$86.6M +3,214,320 New
HMP
16
HS Management Partners
New York
$73.7M +$71M +2,636,064 New
WRF
17
Waddell & Reed Financial
Kansas
$70.4M +$67.9M +2,520,772 New
William Blair & Company
18
William Blair & Company
Illinois
$68.2M +$65.8M +2,442,224 New
PHAM
19
Pacific Heights Asset Management
California
$56.7M +$54.7M +2,030,000 New
Ameriprise
20
Ameriprise
Minnesota
$50.6M +$48.8M +1,809,826 New
Norges Bank
21
Norges Bank
Norway
$45.8M +$44.2M +1,639,054 New
Capital International Investors
22
Capital International Investors
California
$45.5M +$43.9M +1,630,000 New
Calamos Advisors
23
Calamos Advisors
Illinois
$45.1M +$43.5M +1,614,602 New
Renaissance Technologies
24
Renaissance Technologies
New York
$44.3M +$42.7M +1,584,400 New
SA
25
Smithwood Advisers
California
$41.9M +$40.4M +1,500,000 New
1
2 3 4 5

WSM Hedge Fund Activity: Q2 2013 in Review

262 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2013, worth a combined $4.94B.

Buyers outnumbered sellers: 262 funds opened new WSM positions and 0 closed out — a net gain of 262 holders — while 0 added to existing stakes and 0 trimmed.

  • 262 institutional investors held Williams-Sonoma (WSM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $4.94B of Williams-Sonoma stock for Q2 2013.
  • 262 funds opened new Williams-Sonoma positions in Q2 2013 and 0 closed out, a net change of +262 holders.

Based on aggregated 13F filings for Q2 2013.