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Williams-Sonoma
WSM

Overview Fund Activity

290 hedge funds and large institutions have $4.91B invested in Williams-Sonoma in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 108 increasing their positions, 96 reducing their positions, and 21 closing their positions.

Holders
290
Holders Change
+28
Holders Change %
+10.69%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
52
Increased
108
Reduced
96
Closed
21
Calls
$94.2M
Puts
$126M
Net Calls
-$32.2M
Net Calls Change
-$75.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$456M
2
William Blair & Company
2
William Blair & Company
Illinois
$98.7M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$71.2M
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.4M
5
Capital Fund Management (CFM)
5
Capital Fund Management (CFM)
France
$18.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$474M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$81.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.09M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$62M
5
ARC
5
Absolute Return Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$474M 8,440,258 -1,672,396 -17%
Capital Research Global Investors
2
Capital Research Global Investors
California
$456M 8,118,000 +1,397,567 +21%
BC
3
Blackhill Capital
New Jersey
$272M 4,848,333 +4,000 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$242M 4,304,963 +71,096 +2%
Select Equity Group
5
Select Equity Group
New York
$241M 4,279,687 -915 -0%
Aristotle Capital Management
6
Aristotle Capital Management
California
$234M 4,163,062 +3,372 +0.1%
Artisan Partners
7
Artisan Partners
Wisconsin
$225M 4,002,106 -31,394 -0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$210M 3,732,791 +80,201 +2%
State Street
9
State Street
Massachusetts
$199M 3,549,461 -337,158 -9%
BIT
10
BlackRock Institutional Trust
California
$136M 2,425,435 -8,047 -0.3%
BFA
11
BlackRock Fund Advisors
California
$128M 2,271,697 +136,754 +6%
CWAM
12
Columbia Wanger Asset Management
Illinois
$103M 1,827,000 – –
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$99.5M 1,771,317 -24,380 -1%
William Blair & Company
14
William Blair & Company
Illinois
$98.7M 1,756,136 +535,024 +44%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$81.4M 1,448,562 -1,475,520 -50%
Calamos Advisors
16
Calamos Advisors
Illinois
$71.2M 1,266,163 +458,862 +57%
WRF
17
Waddell & Reed Financial
Kansas
$69.1M 1,229,386 -31,000 -2%
HMP
18
HS Management Partners
New York
$68.9M 1,225,732 -92,300 -7%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$62M 1,103,760 -503,400 -31%
Ameriprise
20
Ameriprise
Minnesota
$51.7M 920,406 +15,493 +2%
PHAM
21
Pacific Heights Asset Management
California
$46.1M 820,000 -195,000 -19%
Norges Bank
22
Norges Bank
Norway
$46.1M 819,527 – –
Capital International Investors
23
Capital International Investors
California
$45.8M 815,000 – –
GC
24
Guggenheim Capital
Illinois
$44M 782,067 +176,732 +29%
BA
25
BlackRock Advisors
Delaware
$40.6M 722,612 +247 +0%
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