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Williams-Sonoma
WSM

Overview Fund Activity

421 hedge funds and large institutions have $5.61B invested in Williams-Sonoma in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 54 closing their positions.

Holders
421
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
9.65%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
62
Increased
114
Reduced
176
Closed
54
Calls
$130M
Puts
$192M
Net Calls
-$62.2M
Net Calls Change
-$47.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$493M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$178M
3
Goldman Sachs
3
Goldman Sachs
New York
$109M
4
Deutsche Bank
4
Deutsche Bank
Germany
$81.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$78.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$451M
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Select Equity Group
3
Select Equity Group
New York
$262M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$265M
5
Morgan Stanley
5
Morgan Stanley
New York
$28.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$493M 8,030,570 +3,579,006 +80%
BlackRock
2
BlackRock
New York
$451M 7,339,846 -2,064,821 -22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$415M 6,755,089 +108,472 +2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$287M 4,677,790 – –
Fidelity Investments
5
Fidelity Investments
Massachusetts
$265M 4,314,541 -731,276 -14%
Select Equity Group
6
Select Equity Group
New York
$262M 4,263,438 -844,028 -17%
BC
7
Blackhill Capital
New Jersey
$247M 4,018,732 -28,400 -0.7%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$223M 3,625,775 +182,488 +5%
AQR Capital Management
9
AQR Capital Management
Connecticut
$178M 2,895,818 +1,002,377 +53%
State Street
10
State Street
Massachusetts
$167M 2,727,104 -195,379 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$146M 2,370,901 -138,069 -6%
Invesco
12
Invesco
Georgia
$117M 1,908,631 +307,850 +19%
Goldman Sachs
13
Goldman Sachs
New York
$109M 1,771,632 +902,145 +104%
Deutsche Bank
14
Deutsche Bank
Germany
$81.1M 1,321,123 +866,870 +191%
Renaissance Technologies
15
Renaissance Technologies
New York
$78.8M 1,283,900 +713,300 +125%
APG Asset Management
16
APG Asset Management
Netherlands
$71.8M 1,366,500 +344,800 +34%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$70.6M 1,150,288 -2,763 -0.2%
LSV Asset Management
18
LSV Asset Management
Illinois
$64.8M 1,055,795 +526,595 +100%
Norges Bank
19
Norges Bank
Norway
$58.3M 949,653 – –
KP
20
Kiltearn Partners
United Kingdom
$53.4M 869,347 -324,700 -27%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$50.4M 821,831 +109,201 +15%
Northern Trust
22
Northern Trust
Illinois
$49.6M 808,451 +30,545 +4%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$45.6M 743,332 -218,282 -23%
First Trust Advisors
24
First Trust Advisors
Illinois
$44.5M 724,856 -160,237 -18%
CB
25
Cooke & Bieler
Pennsylvania
$43.5M 708,430 +439,800 +164%
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