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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
ST
426
Smithfield Trust
Pennsylvania
$7K +$7.11K +160 New
WEC
427
Winslow Evans & Crocker
Massachusetts
$6K
JWM
428
Janiczek Wealth Management
Colorado
$5K +$4.44K +100 New
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$5K +$5.15K +116 New
PFWA
430
Paces Ferry Wealth Advisors
Georgia
$5K +$5.24K +118 New
SIS
431
Sound Income Strategies
Florida
$5K +$5.33K +120 New
AF
432
Allworth Financial
California
$4K
EARNEST Partners
433
EARNEST Partners
Georgia
$4K
FHA
434
First Horizon Advisors
Tennessee
$4K
SIC
435
Salem Investment Counselors
North Carolina
$4K
SL
436
Savior LLC
Massachusetts
$4K
MIM
437
Macroview Investment Management
Maryland
$3K -$711 -16 -21%
ABC
438
Associated Banc-Corp
Wisconsin
$3K
GI
439
Gradient Investments
Minnesota
$3K
TFO
440
Tarbox Family Office
California
$3K
WAS
441
Winch Advisory Services
Wisconsin
$3K
MCM
442
Manchester Capital Management
Vermont
$3K +$267 +6 +11%
HR
443
Howe & Rusling
New York
$3K +$355 +8 +12%
AII
444
AGF Investments Inc
Ontario, Canada
$3K +$533 +12 +25%
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$2K -$62.2K -1,400 -97%
WT
446
Washington Trust
Rhode Island
$2K -$267 -6 -13%
RFA
447
Reilly Financial Advisors
California
$2K
EI
448
Ellevest Inc
New York
$2K +$1.51K +34 New
Millennium Management
449
Millennium Management
New York
$1.47K -$4.69M -105,460 -76%
BCA
450
Berman Capital Advisors
Georgia
$1K

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.