Williams-Sonoma
621 hedge funds and large institutions have $10B invested in Williams-Sonoma in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 235 increasing their positions, 216 reducing their positions, and 100 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 216
1.95% less ownership
Funds ownership: 195.36% → 193.41% (-1.9%)
5% less funds holding
Funds holding: 651 → 621 (-30)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
17% less capital invested
Capital invested by funds: $12B → $10B (-$2B)
25% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 100
27% less call options, than puts
Call options by funds: $88.4M | Put options by funds: $120M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HMP
HS Management Partners
New York
|
+$95.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$41.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.1M |
| 5 |
VC
Voss Capital
Houston,
Texas
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$117M |
| 2 |
BlackRock
New York
|
-$114M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$58.9M |
| 4 |
SC
Samlyn Capital
New York
|
-$49.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$44.4M |
WSM Hedge Fund Activity: Q1 2022 in Review
621 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2022, worth a combined $10B — down 17% from $12B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of WSM and 75 opened new positions — a net loss of 25 holders — while 216 trimmed existing stakes and 235 added.
The largest buyer was HS Management Partners, adding an estimated $95.5M. The largest seller was Select Equity Group, cutting an estimated $117M.
- 621 institutional investors held Williams-Sonoma (WSM) as of Q1 2022, down from 651 in Q4 2021.
- Funds reported $10B of Williams-Sonoma stock for Q1 2022, down 17% quarter-over-quarter.
- 75 funds opened new Williams-Sonoma positions in Q1 2022 and 100 closed out, a net change of -25 holders.
- The largest Williams-Sonoma buyer in Q1 2022 was HS Management Partners, an estimated $95.5M added.
- The largest Williams-Sonoma seller in Q1 2022 was Select Equity Group, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2022.