Williams-Sonoma
290 hedge funds and large institutions have $4.91B invested in Williams-Sonoma in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 108 increasing their positions, 96 reducing their positions, and 21 closing their positions.
148% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 21
13% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 96
11% more funds holding
Funds holding: 262 → 290 (+28)
0.76% more ownership
Funds ownership: 181.89% → 182.65% (+0.76%)
1% less capital invested
Capital invested by funds: $4.94B → $4.91B (-$34.5M)
25% less call options, than puts
Call options by funds: $94.2M | Put options by funds: $126M
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$81M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$31M |
| 3 |
Calamos Advisors
Naperville,
Illinois
|
+$26.6M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$24.2M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$96.9M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$85.5M |
| 3 |
Renaissance Technologies
New York
|
-$43.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.2M |
| 5 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$20.4M |
WSM Hedge Fund Activity: Q3 2013 in Review
290 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q3 2013, worth a combined $4.91B — down 0.7% from $4.94B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new WSM positions and 21 closed out — a net gain of 31 holders — while 108 added to existing stakes and 96 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $81M. The largest seller was JP Morgan Chase, cutting an estimated $96.9M.
- 290 institutional investors held Williams-Sonoma (WSM) as of Q3 2013, up from 262 in Q2 2013.
- Funds reported $4.91B of Williams-Sonoma stock for Q3 2013, down 0.7% quarter-over-quarter.
- 52 funds opened new Williams-Sonoma positions in Q3 2013 and 21 closed out, a net change of +31 holders.
- The largest Williams-Sonoma buyer in Q3 2013 was Capital Research Global Investors, an estimated $81M added.
- The largest Williams-Sonoma seller in Q3 2013 was JP Morgan Chase, an estimated $96.9M sold.
Based on aggregated 13F filings for Q3 2013.