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Williams-Sonoma
WSM

Overview Fund Activity

391 hedge funds and large institutions have $4.12B invested in Williams-Sonoma in 2016 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 138 increasing their positions, 126 reducing their positions, and 46 closing their positions.

Holders
391
Holders Change
+18
Holders Change %
+4.83%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
72
Increased
138
Reduced
126
Closed
46
Calls
$35.4M
Puts
$52.2M
Net Calls
-$16.8M
Net Calls Change
-$79M

Top Buyers

1
HP
1
Holowesko Partners
Bahamas
$29.9M
2
PIM
2
Perkins Investment Management
Illinois
$66.7M
3
VFA
3
Virtus Fund Advisers
Connecticut
$27.8M
4
JHIU
4
Janus Henderson Investors US
Colorado
$145M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$45.2M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
HMP
2
HS Management Partners
New York
$68.8M
3
WRF
3
Waddell & Reed Financial
Kansas
$63.5M
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$0
5
Capital International Investors
5
Capital International Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$336M 6,948,031 +114,431 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$296M 6,111,232 +222,245 +4%
Capital Research Global Investors
3
Capital Research Global Investors
California
$243M 5,026,006 – –
Aristotle Capital Management
4
Aristotle Capital Management
California
$224M 4,619,435 -100 -0%
BC
5
Blackhill Capital
New Jersey
$203M 4,198,755 -785,461 -16%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$160M 3,313,500 -38,355 -1%
BFA
7
BlackRock Fund Advisors
California
$157M 3,248,794 +194,338 +6%
State Street
8
State Street
Massachusetts
$154M 3,182,764 -137,556 -4%
JHIU
9
Janus Henderson Investors US
Colorado
$145M 2,992,225 +483,252 +19%
BIT
10
BlackRock Institutional Trust
California
$125M 2,578,060 +64,301 +3%
BA
11
BlackRock Advisors
Delaware
$81.9M 1,693,019 +252,744 +18%
American Century Companies
12
American Century Companies
Missouri
$76.9M 1,589,917 -168,991 -10%
HMP
13
HS Management Partners
New York
$68.8M 1,422,600 -1,142,326 -45%
PIM
14
Perkins Investment Management
Illinois
$66.7M 1,378,779 +617,903 +81%
WRF
15
Waddell & Reed Financial
Kansas
$63.5M 1,312,723 -1,118,106 -46%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$61.1M 1,263,109 +166,968 +15%
Invesco
17
Invesco
Georgia
$51.9M 1,072,289 -19,027 -2%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$45.2M 935,065 +345,439 +59%
Morgan Stanley
19
Morgan Stanley
New York
$40.8M 842,804 +267,980 +47%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$38.9M 802,884 +225,680 +39%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$37.6M 776,257 -165,528 -18%
Credit Agricole
22
Credit Agricole
France
$36.6M 757,108 +178,269 +31%
Goldman Sachs
23
Goldman Sachs
New York
$36.4M 752,141 -764,401 -50%
Norges Bank
24
Norges Bank
Norway
$36.3M 749,433 +27,986 +4%
DC
25
Davenport & Co
Virginia
$36M 744,841 +14,580 +2%
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