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Williams-Sonoma
WSM

651 hedge funds and large institutions have $12B invested in Williams-Sonoma in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 215 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 70

9% more funds holding

Funds holding: 596 → 651 (+55)

6.76% more ownership

Funds ownership: 188.6% → 195.36% (+6.8%)

0% more call options, than puts

Call options by funds: $226M | Put options by funds: $226M

1% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 218

3% less capital invested

Capital invested by funds: $12.4B → $12B (-$392M)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
651
Holders Change
+55
Holders Change %
+9.23%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
133
Increased
215
Reduced
218
Closed
70
Calls
$226M
Puts
$226M
Net Calls
+$7K
Net Calls Change
-$24.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
2
Bank of America
Bank of America
North Carolina
+$116M
3
First Trust Advisors
First Trust Advisors
Illinois
+$57.6M
4
SC
Samlyn Capital
New York
+$54.3M
5
Millennium Management
Millennium Management
New York
+$53M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$93.3M
2
Barclays
Barclays
United Kingdom
-$60.8M
3
Goldman Sachs
Goldman Sachs
New York
-$41.8M
4
Two Sigma Investments
Two Sigma Investments
New York
-$34.8M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
226
Acadian Asset Management
Massachusetts
$2.58M -$28.6M -307,156 -91%
MAM
227
Martingale Asset Management
Massachusetts
$2.56M +$41.5K +446 +1%
TAM
228
Tocqueville Asset Management
New York
$2.54M +$367K +3,936 +15%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$2.51M -$101K -1,084 -4%
Teacher Retirement System of Texas
230
Teacher Retirement System of Texas
Texas
$2.5M +$467K +5,018 +20%
TRCT
231
Tower Research Capital (TRC)
New York
$2.49M +$1.14M +12,290 +71%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$2.44M +$1.32M +14,170 +97%
PI
233
PFS Investments
Georgia
$2.43M +$2.68M +28,788 New
AAM
234
Arabesque Asset Management
United Kingdom
$2.4M -$194K -2,082 -7%
X
235
Xponance
Pennsylvania
$2.37M -$56.3K -604 -2%
MCA
236
Martin Capital Advisors
Texas
$2.35M +$2.59M +27,800 New
EGM
237
Engineers Gate Manager
New York
$2.33M +$2.34M +25,106 +1,007%
GC
238
Guggenheim Capital
Illinois
$2.32M -$588K -6,316 -19%
URS
239
Utah Retirement Systems
Utah
$2.28M -$18.6K -200 -0.7%
Aviva
240
Aviva
United Kingdom
$2.28M +$685K +7,352 +38%
WAM
241
Wakefield Asset Management
Colorado
$2.23M +$559 +6 +0%
HF
242
HRT Financial
New York
$2.21M -$8.87M -95,170 -78%
DWA
243
Dorsey Wright & Associates
California
$2.17M +$3.54K +38 +0.1%
VIA
244
Vantis Investment Advisers
Florida
$2.17M +$2.38M +25,600 New
TC
245
TwinBeech Capital
New York
$2.16M +$2.38M +25,572 New
RCG
246
Regatta Capital Group
California
$2.13M +$2.35M +25,206 New
ACM
247
AlphaCrest Capital Management
New York
$2.11M +$1.41M +15,136 +155%
PP
248
Prudential plc
United Kingdom
$2.1M -$29.4K -316 -1%
CG
249
Castellan Group
Kentucky
$2.1M +$2.31M +24,800 New
Handelsbanken Fonder
250
Handelsbanken Fonder
Sweden
$2.09M – – –
8 9
10
11 12

WSM Hedge Fund Activity: Q4 2021 in Review

651 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2021, worth a combined $12B — down 3.2% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new WSM positions and 70 closed out — a net gain of 63 holders — while 215 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $170M. The largest seller was Arrowstreet Capital, cutting an estimated $93.3M.

  • 651 institutional investors held Williams-Sonoma (WSM) as of Q4 2021, up from 596 in Q3 2021.
  • Funds reported $12B of Williams-Sonoma stock for Q4 2021, down 3.2% quarter-over-quarter.
  • 133 funds opened new Williams-Sonoma positions in Q4 2021 and 70 closed out, a net change of +63 holders.
  • The largest Williams-Sonoma buyer in Q4 2021 was Fidelity Investments, an estimated $170M added.
  • The largest Williams-Sonoma seller in Q4 2021 was Arrowstreet Capital, an estimated $93.3M sold.

Based on aggregated 13F filings for Q4 2021.