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Williams-Sonoma
WSM

677 hedge funds and large institutions have $12.9B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 194 increasing their positions, 265 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 47

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

26% more capital invested

Capital invested by funds: $10.2B → $12.9B (+$2.67B)

14% more funds holding

Funds holding: 595 → 677 (+82)

5.72% less ownership

Funds ownership: 204.41% → 198.69% (-5.7%)

22% less call options, than puts

Call options by funds: $460M | Put options by funds: $591M

27% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 265

Holders
677
Holders Change
+82
Holders Change %
+13.78%
% of All Funds
9.87%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
140
Increased
194
Reduced
265
Closed
47
Calls
$460M
Puts
$591M
Net Calls
-$131M
Net Calls Change
-$128M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$109M
2
Invesco
Invesco
Georgia
+$46M
3
Citadel Advisors
Citadel Advisors
Florida
+$38.3M
4
Truist Financial
Truist Financial
North Carolina
+$23.3M
5
Millennium Management
Millennium Management
New York
+$20M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$77.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.2M
3
SCM
Steadfast Capital Management
New York
-$58.1M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$48.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$45.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$2.7M -$97.8K -1,130 -4%
CWM
227
Centric Wealth Management
Illinois
$2.59M +$108K +1,250 +5%
VPIM
228
Vanguard Personalized Indexing Management
California
$2.56M +$287K +3,316 +15%
OTPPB
229
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.5M +$440K +5,080 +26%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$2.49M -$250K -2,892 -10%
EF
231
Empowered Funds
Pennsylvania
$2.49M -$870K -10,050 -29%
FAM
232
Formidable Asset Management
Ohio
$2.48M -$364K -4,208 -15%
RCG
233
Regatta Capital Group
California
$2.43M +$2.08K +24 +0.1%
SSWM
234
Sheets Smith Wealth Management
North Carolina
$2.43M +$51.9K +600 +3%
CCP
235
Cunning Capital Partners
North Carolina
$2.42M – – –
LNWWM
236
Laird Norton Wetherby Wealth Management
California
$2.42M +$28K +324 +1%
Creative Planning
237
Creative Planning
Kansas
$2.41M +$329K +3,796 +19%
MCA
238
Martin Capital Advisors
Texas
$2.39M +$20.1K +232 +1%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$2.39M +$1,000K +11,548 +95%
Aviva
240
Aviva
United Kingdom
$2.35M +$130K +1,506 +7%
SFA
241
Sequoia Financial Advisors
Ohio
$2.31M +$1.98M +22,866 New
GC
242
Globeflex Capital
California
$2.31M +$162K +1,872 +9%
Cerity Partners
243
Cerity Partners
New York
$2.3M +$690K +7,976 +54%
TCM
244
Twin Capital Management
Pennsylvania
$2.29M -$30.8K -356 -2%
BF
245
BOK Financial
Oklahoma
$2.26M +$6.41K +74 +0.3%
AAM
246
Advisors Asset Management
Colorado
$2.24M -$70.5K -814 -4%
VC
247
Voss Capital
Texas
$2.22M -$7.91M -91,400 -81%
URS
248
Utah Retirement Systems
Utah
$2.22M -$34.6K -400 -2%
PE
249
Point72 Europe
United Kingdom
$2.21M +$1.89M +21,884 New
TAM
250
Tocqueville Asset Management
New York
$2.2M +$8.66K +100 +0.5%
8 9
10
11 12

WSM Hedge Fund Activity: Q4 2023 in Review

677 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2023, worth a combined $12.9B — up 26% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new WSM positions and 47 closed out — a net gain of 93 holders — while 194 added to existing stakes and 265 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $77.8M.

  • 677 institutional investors held Williams-Sonoma (WSM) as of Q4 2023, up from 595 in Q3 2023.
  • Funds reported $12.9B of Williams-Sonoma stock for Q4 2023, up 26% quarter-over-quarter.
  • 140 funds opened new Williams-Sonoma positions in Q4 2023 and 47 closed out, a net change of +93 holders.
  • The largest Williams-Sonoma buyer in Q4 2023 was Morgan Stanley, an estimated $109M added.
  • The largest Williams-Sonoma seller in Q4 2023 was Fidelity Investments, an estimated $77.8M sold.

Based on aggregated 13F filings for Q4 2023.