Williams-Sonoma
407 hedge funds and large institutions have $5.48B invested in Williams-Sonoma in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 136 increasing their positions, 163 reducing their positions, and 76 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11% more capital invested
Capital invested by funds: $4.93B → $5.48B (+$547M)
7% less funds holding
Funds holding: 439 → 407 (-32)
8.63% less ownership
Funds ownership: 222.91% → 214.28% (-8.6%)
17% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 163
24% less call options, than puts
Call options by funds: $67.1M | Put options by funds: $87.8M
33% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$46.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$34.5M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$33M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$17.7M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$46.8M |
| 2 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$38.9M |
| 3 |
Neuberger Berman Group
New York
|
-$36.1M |
| 4 |
Millennium Management
New York
|
-$36.1M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$30.2M |
WSM Hedge Fund Activity: Q2 2019 in Review
407 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2019, worth a combined $5.48B — up 11% from $4.93B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of WSM and 51 opened new positions — a net loss of 25 holders — while 163 trimmed existing stakes and 136 added.
The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $46.9M. The largest seller was Select Equity Group, cutting an estimated $46.8M.
- 407 institutional investors held Williams-Sonoma (WSM) as of Q2 2019, down from 439 in Q1 2019.
- Funds reported $5.48B of Williams-Sonoma stock for Q2 2019, up 11% quarter-over-quarter.
- 51 funds opened new Williams-Sonoma positions in Q2 2019 and 76 closed out, a net change of -25 holders.
- The largest Williams-Sonoma buyer in Q2 2019 was Skandinaviska Enskilda Banken (SEB), an estimated $46.9M added.
- The largest Williams-Sonoma seller in Q2 2019 was Select Equity Group, an estimated $46.8M sold.
Based on aggregated 13F filings for Q2 2019.