Williams-Sonoma
416 hedge funds and large institutions have $4.7B invested in Williams-Sonoma in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 137 reducing their positions, and 43 closing their positions.
63% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 43
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
6% more funds holding
Funds holding: 392 → 416 (+24)
2.7% more ownership
Funds ownership: 210.62% → 213.31% (+2.7%)
3% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 137
3% more capital invested
Capital invested by funds: $4.57B → $4.7B (+$125M)
14% less call options, than puts
Call options by funds: $88.9M | Put options by funds: $104M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$30.2M |
| 2 |
Two Sigma Advisers
New York
|
+$27.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$18.4M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$16.9M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$118M |
| 2 |
HP
Holowesko Partners
Nassau,
Bahamas
|
-$47.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$20.9M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$17.8M |
| 5 |
Goldman Sachs
New York
|
-$13M |
WSM Hedge Fund Activity: Q1 2018 in Review
416 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2018, worth a combined $4.7B — up 2.7% from $4.57B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new WSM positions and 43 closed out — a net gain of 27 holders — while 141 added to existing stakes and 137 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $30.2M. The largest seller was Select Equity Group, cutting an estimated $118M.
- 416 institutional investors held Williams-Sonoma (WSM) as of Q1 2018, up from 392 in Q4 2017.
- Funds reported $4.7B of Williams-Sonoma stock for Q1 2018, up 2.7% quarter-over-quarter.
- 70 funds opened new Williams-Sonoma positions in Q1 2018 and 43 closed out, a net change of +27 holders.
- The largest Williams-Sonoma buyer in Q1 2018 was Renaissance Technologies, an estimated $30.2M added.
- The largest Williams-Sonoma seller in Q1 2018 was Select Equity Group, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2018.