WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

305 hedge funds and large institutions have $4.97B invested in Williams-Sonoma in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 33 closing their positions.

Holders
305
Holders Change
+15
Holders Change %
+5.17%
% of All Funds
8.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
49
Increased
96
Reduced
111
Closed
33
Calls
$98.2M
Puts
$44.8M
Net Calls
+$53.4M
Net Calls Change
+$85.5M

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$195M
2
JHIU
2
Janus Henderson Investors US
Colorado
$67.6M
3
U
3
UBS
Switzerland
$41.6M
4
Select Equity Group
4
Select Equity Group
New York
$276M
5
WI
5
WBI Investments
New Jersey
$23M

Top Sellers

1
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$291K
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$428M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$164M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$58M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$441M 7,566,000 -552,000 -7%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$428M 7,337,460 -1,102,798 -13%
BC
3
Blackhill Capital
New Jersey
$282M 4,833,012 -15,321 -0.3%
Select Equity Group
4
Select Equity Group
New York
$276M 4,743,972 +464,285 +11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$257M 4,409,997 +105,034 +2%
Aristotle Capital Management
6
Aristotle Capital Management
California
$242M 4,156,062 -7,000 -0.2%
Artisan Partners
7
Artisan Partners
Wisconsin
$232M 3,975,454 -26,652 -0.7%
William Blair & Company
8
William Blair & Company
Illinois
$195M 3,346,601 +1,590,465 +91%
State Street
9
State Street
Massachusetts
$195M 3,345,993 -203,468 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$164M 2,810,668 -922,123 -25%
BIT
11
BlackRock Institutional Trust
California
$145M 2,494,016 +68,581 +3%
BFA
12
BlackRock Fund Advisors
California
$143M 2,462,235 +190,538 +8%
CWAM
13
Columbia Wanger Asset Management
Illinois
$106M 1,827,000 – –
HMP
14
HS Management Partners
New York
$91.7M 1,574,119 +348,387 +28%
Calamos Advisors
15
Calamos Advisors
Illinois
$69.2M 1,186,793 -79,370 -6%
Ameriprise
16
Ameriprise
Minnesota
$68.4M 1,173,781 +253,375 +28%
JHIU
17
Janus Henderson Investors US
Colorado
$67.6M 1,160,370 +1,114,870 +2,450%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$60.8M 1,042,860 -60,900 -6%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$58M 994,357 -776,960 -44%
Capital International Investors
20
Capital International Investors
California
$47.5M 815,000 – –
Norges Bank
21
Norges Bank
Norway
$46.7M 800,591 -18,936 -2%
BA
22
BlackRock Advisors
Delaware
$42.2M 723,392 +780 +0.1%
Northern Trust
23
Northern Trust
Illinois
$41.7M 716,013 +3,883 +0.5%
U
24
UBS
Switzerland
$41.6M 713,140 +595,361 +505%
PHAM
25
Pacific Heights Asset Management
California
$36.1M 620,000 -200,000 -24%
1
2 3 4 5