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Williams-Sonoma
WSM

305 hedge funds and large institutions have $4.97B invested in Williams-Sonoma in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $44.8M

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

48% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 33

5% more funds holding

Funds holding: 290 → 305 (+15)

1% more capital invested

Capital invested by funds: $4.91B → $4.97B (+$66.9M)

1.39% less ownership

Funds ownership: 182.65% → 181.26% (-1.4%)

14% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 111

Holders
305
Holders Change
+15
Holders Change %
+5.17%
% of All Funds
8.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
49
Increased
96
Reduced
111
Closed
33
Calls
$98.2M
Puts
$44.8M
Net Calls
+$53.4M
Net Calls Change
+$85.5M

Top Buyers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
+$88.9M
2
JHIU
Janus Henderson Investors US
Colorado
+$62.3M
3
U
UBS
Switzerland
+$33.3M
4
Select Equity Group
Select Equity Group
New York
+$26M
5
WI
WBI Investments
New Jersey
+$22M

Top Sellers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$80.7M
2
WRF
Waddell & Reed Financial
Kansas
-$69.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$61.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$51.6M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$43.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBU
326
CIBC Bank USA
Illinois
– -$272K -9,670 Closed
NI
327
Numeric Investors
Massachusetts
– -$242K -8,600 Closed
EMG
328
Ellington Management Group
Connecticut
– -$230K -8,200 Closed
SI
329
Stephens Inc
Arkansas
– -$202K -7,182 Closed
RCAG
330
Rehmann Capital Advisory Group
Michigan
– -$201K -7,170 Closed
OSAM
331
O'Shaughnessy Asset Management
Connecticut
– -$146K -5,214 Closed
JWM
332
Jacobus Wealth Management
Wisconsin
– -$136K -4,850 Closed
Group One Trading
333
Group One Trading
Illinois
– -$98.3K -3,516 Closed
PSUF
334
People's United Financial
Connecticut
– -$22K -800 Closed
PAS
335
Partnervest Advisory Services
California
– -$14K -494 Closed
FANJ
336
Financial Architects (New Jersey)
New Jersey
– -$9K -300 Closed
Credit Agricole
337
Credit Agricole
France
– -$3K -120 Closed
PCM
338
Prelude Capital Management
New York
– -$3K -120 Closed
10 11 12 13
14

WSM Hedge Fund Activity: Q4 2013 in Review

305 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2013, worth a combined $4.97B — up 1.4% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WSM positions and 33 closed out — a net gain of 16 holders — while 96 added to existing stakes and 111 trimmed.

The largest buyer was William Blair & Company, adding an estimated $88.9M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $80.7M.

  • 305 institutional investors held Williams-Sonoma (WSM) as of Q4 2013, up from 290 in Q3 2013.
  • Funds reported $4.97B of Williams-Sonoma stock for Q4 2013, up 1.4% quarter-over-quarter.
  • 49 funds opened new Williams-Sonoma positions in Q4 2013 and 33 closed out, a net change of +16 holders.
  • The largest Williams-Sonoma buyer in Q4 2013 was William Blair & Company, an estimated $88.9M added.
  • The largest Williams-Sonoma seller in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $80.7M sold.

Based on aggregated 13F filings for Q4 2013.