We are live on ! Find out more
WSM icon

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
MAM
251
Mastrapasqua Asset Management
Tennessee
$2.09M +$230K +2,470 +11%
NMIMC
252
Northwestern Mutual Investment Management Company
Wisconsin
$2.08M -$15.1K -162 -0.7%
Parallax Volatility Advisers
253
Parallax Volatility Advisers
California
$2.08M -$4.02M -43,150 -64%
MCM
254
MAI Capital Management
Ohio
$2.07M +$12.1K +130 +0.5%
Wolverine Trading
255
Wolverine Trading
Illinois
$1.94M -$6.06M -65,030 -74%
MML Investors Services
256
MML Investors Services
Massachusetts
$1.92M +$179K +1,920 +9%
TRSOTSOK
257
Teachers Retirement System of the State of Kentucky
Kentucky
$1.92M -$55.9K -600 -3%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$1.88M +$2.07M +22,208 New
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$1.86M – – –
Wellington Management Group
260
Wellington Management Group
Massachusetts
$1.85M -$374K -4,010 -15%
Truist Financial
261
Truist Financial
North Carolina
$1.85M -$539K -5,788 -21%
AIM
262
Aigen Investment Management
New York
$1.83M +$2.01M +21,582 New
EA
263
Emerald Advisers
Pennsylvania
$1.83M +$162K +1,734 +9%
SOADOR
264
State of Alaska Department of Revenue
Alaska
$1.82M -$143K -1,540 -7%
BOS
265
Bank of Stockton
California
$1.82M -$14.9K -160 -0.7%
FHB
266
First Hawaiian Bank
Hawaii
$1.81M +$1.99M +21,360 New
DAC
267
Dividend Assets Capital
South Carolina
$1.79M +$844K +9,062 +75%
HSA
268
Hussman Strategic Advisors
Maryland
$1.76M -$373K -4,000 -16%
FB
269
Fulton Bank
Pennsylvania
$1.73M +$247K +2,656 +15%
William Blair & Company
270
William Blair & Company
Illinois
$1.72M +$20.1K +216 +1%
GDP
271
Great Diamond Partners
Maine
$1.72M +$20.1K +216 +1%
BPM
272
Bowling Portfolio Management
Ohio
$1.71M -$44.3K -476 -2%
TI
273
Tidal Investments
Wisconsin
$1.71M +$1.88M +20,230 New
JRP
274
Jasper Ridge Partners
California
$1.69M – – –
VCM
275
Vision Capital Management
Oregon
$1.68M -$56.1K -602 -3%
9 10
11
12 13

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.