We are live on ! Find out more
WSM icon

Williams-Sonoma

461 hedge funds and large institutions have $6.95B invested in Williams-Sonoma in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 47

10% more capital invested

Capital invested by funds: $6.33B → $6.95B (+$621M)

5% more funds holding

Funds holding: 439461 (+22)

9% more call options, than puts

Call options by funds: $92.8M | Put options by funds: $84.9M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.13% less ownership

Funds ownership: 198.62%197.5% (-1.1%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

Holders
461
Holders Change
+22
Holders Change %
+5.01%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
71
Increased
132
Reduced
184
Closed
47
Calls
$92.8M
Puts
$84.9M
Net Calls
+$7.89M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Schnieders Capital Management
California
$362K
PCM
327
Penserra Capital Management
California
$356K +$170K +3,826 +94%
Lido Advisors
328
Lido Advisors
California
$351K -$33.5K -754 -9%
EAM
329
Eukles Asset Management
Ohio
$351K -$7.91K -178 -2%
CCM
330
CWH Capital Management
Washington
$346K +$81K +1,822 +31%
MVA
331
Mount Vernon Associates
Maryland
$343K
YWP
332
YorkBridge Wealth Partners
New York
$343K +$337K +7,580 New
TI
333
tru Independence
Oregon
$339K -$32.9K -740 -9%
QCMC
334
Quantum Capital Management (California)
California
$321K +$316K +7,116 New
CAG
335
Csenge Advisory Group
Florida
$319K +$72.7K +1,636 +33%
FHB
336
First Hawaiian Bank
Hawaii
$317K +$311K +7,010 New
PAG
337
Private Advisor Group
New Jersey
$316K +$18.8K +424 +6%
FMT
338
First Mercantile Trust
Tennessee
$307K -$144K -3,240 -32%
PAS
339
Park Avenue Securities
New York
$290K +$285K +6,424 New
IRC
340
Investors Research Corp
Georgia
$285K -$188K -4,232 -40%
RFC
341
Regions Financial Corp
Alabama
$281K -$283K -6,358 -51%
NGA
342
Naples Global Advisors
Florida
$271K
PRC
343
Pearl River Capital
Michigan
$268K -$964K -21,696 -79%
TPCW
344
TD Private Client Wealth
New York
$268K -$5.15K -116 -2%
PP
345
Patten & Patten
Tennessee
$267K
CIBC Asset Management
346
CIBC Asset Management
Ontario, Canada
$265K +$6.49K +146 +3%
MF
347
Magnetar Financial
Illinois
$265K +$260K +5,860 New
CS
348
Comerica Securities
Michigan
$253K +$1.42K +32 +0.6%
FP
349
Foundry Partners
Minnesota
$243K +$239K +5,376 New
AFG
350
Albion Financial Group
Utah
$241K +$14.8K +334 +7%

WSM Hedge Fund Activity: Q3 2020 in Review

461 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q3 2020, worth a combined $6.95B — up 9.8% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new WSM positions and 47 closed out — a net gain of 24 holders — while 132 added to existing stakes and 184 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $62M. The largest seller was BlackRock, cutting an estimated $72.7M.

  • 461 institutional investors held Williams-Sonoma (WSM) as of Q3 2020, up from 439 in Q2 2020.
  • Funds reported $6.95B of Williams-Sonoma stock for Q3 2020, up 9.8% quarter-over-quarter.
  • 71 funds opened new Williams-Sonoma positions in Q3 2020 and 47 closed out, a net change of +24 holders.
  • The largest Williams-Sonoma buyer in Q3 2020 was Lord, Abbett & Co, an estimated $62M added.
  • The largest Williams-Sonoma seller in Q3 2020 was BlackRock, an estimated $72.7M sold.

Based on aggregated 13F filings for Q3 2020.