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Williams-Sonoma
WSM

596 hedge funds and large institutions have $12.4B invested in Williams-Sonoma in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 203 increasing their positions, 211 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 60

12% more capital invested

Capital invested by funds: $11.1B → $12.4B (+$1.29B)

11% more call options, than puts

Call options by funds: $259M | Put options by funds: $234M

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

4% more funds holding

Funds holding: 574 → 596 (+22)

2.38% more ownership

Funds ownership: 186.22% → 188.6% (+2.4%)

4% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 211

Holders
596
Holders Change
+22
Holders Change %
+3.83%
% of All Funds
10.43%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
90
Increased
203
Reduced
211
Closed
60
Calls
$259M
Puts
$234M
Net Calls
+$24.9M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$122M
2
Goldman Sachs
Goldman Sachs
New York
+$66.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$38M
4
PAM
Panagora Asset Management
Massachusetts
+$35.2M
5
Northern Trust
Northern Trust
Illinois
+$30.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$71.5M
2
Two Sigma Investments
Two Sigma Investments
New York
-$51.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$49M
4
Renaissance Technologies
Renaissance Technologies
New York
-$44.4M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$37.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
251
MML Investors Services
Massachusetts
$1.85M +$200K +2,362 +13%
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.84M -$248K -2,934 -12%
BPM
253
Bowling Portfolio Management
Ohio
$1.84M -$3.72K -44 -0.2%
CGH
254
Crossmark Global Holdings
Texas
$1.83M +$16.4K +194 +0.9%
TCM
255
Twin Capital Management
Pennsylvania
$1.82M -$445K -5,260 -20%
VCM
256
Vision Capital Management
Oregon
$1.81M +$56.3K +666 +3%
William Blair & Company
257
William Blair & Company
Illinois
$1.79M +$5.08K +60 +0.3%
GDP
258
Great Diamond Partners
Maine
$1.79M +$16.2K +192 +1%
JRP
259
Jasper Ridge Partners
California
$1.77M – – –
EA
260
Emerald Advisers
Pennsylvania
$1.76M +$68.5K +810 +4%
CIA
261
Cascade Investment Advisors
Oregon
$1.74M -$193K -2,280 -10%
Aviva
262
Aviva
United Kingdom
$1.74M +$1.66M +19,572 New
SAM
263
Smithbridge Asset Management
Pennsylvania
$1.69M -$84.6K -1,000 -5%
MJRIC
264
Mogy Joel R Investment Counsel
California
$1.69M – – –
State of Wisconsin Investment Board
265
State of Wisconsin Investment Board
Wisconsin
$1.66M +$74.3K +878 +5%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$1.63M +$106K +1,252 +7%
SDAM
267
Shulman DeMeo Asset Management
New York
$1.63M +$1.55M +18,336 New
BPA
268
Beacon Pointe Advisors
California
$1.61M +$1.54M +18,176 New
AIMCA
269
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.6M -$575K -6,800 -27%
Nomura Holdings
270
Nomura Holdings
Japan
$1.58M +$1.52M +18,016 New
FB
271
Fulton Bank
Pennsylvania
$1.57M +$77K +910 +5%
SP
272
Symmetry Partners
Connecticut
$1.57M +$103K +1,222 +7%
APA
273
American Portfolios Advisors
New York
$1.55M +$488K +5,768 +49%
SDIC
274
South Dakota Investment Council
South Dakota
$1.54M – – –
EF
275
Empirical Finance
Pennsylvania
$1.53M +$552K +6,520 +60%
9 10
11
12 13

WSM Hedge Fund Activity: Q3 2021 in Review

596 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q3 2021, worth a combined $12.4B — up 12% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WSM positions and 60 closed out — a net gain of 30 holders — while 203 added to existing stakes and 211 trimmed.

The largest buyer was BlackRock, adding an estimated $122M. The largest seller was Bank of America, cutting an estimated $71.5M.

  • 596 institutional investors held Williams-Sonoma (WSM) as of Q3 2021, up from 574 in Q2 2021.
  • Funds reported $12.4B of Williams-Sonoma stock for Q3 2021, up 12% quarter-over-quarter.
  • 90 funds opened new Williams-Sonoma positions in Q3 2021 and 60 closed out, a net change of +30 holders.
  • The largest Williams-Sonoma buyer in Q3 2021 was BlackRock, an estimated $122M added.
  • The largest Williams-Sonoma seller in Q3 2021 was Bank of America, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2021.