Williams-Sonoma
352 hedge funds and large institutions have $5.85B invested in Williams-Sonoma in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 126 reducing their positions, and 29 closing their positions.
117% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 29
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
9% more funds holding
Funds holding: 322 → 352 (+30)
6% more capital invested
Capital invested by funds: $5.55B → $5.85B (+$305M)
10.74% less ownership
Funds ownership: 178.85% → 168.11% (-11%)
14% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 126
29% less call options, than puts
Call options by funds: $66.3M | Put options by funds: $93.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
+$48.4M |
| 2 |
Morgan Stanley
New York
|
+$37.2M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$28M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$27.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$292M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$118M |
| 3 |
JP Morgan Chase
New York
|
-$92.6M |
| 4 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$44M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$35.4M |
WSM Hedge Fund Activity: Q4 2014 in Review
352 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2014, worth a combined $5.85B — up 5.5% from $5.55B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new WSM positions and 29 closed out — a net gain of 34 holders — while 108 added to existing stakes and 126 trimmed.
The largest buyer was TimesSquare Capital Management, adding an estimated $48.4M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $292M sold.
- 352 institutional investors held Williams-Sonoma (WSM) as of Q4 2014, up from 322 in Q3 2014.
- Funds reported $5.85B of Williams-Sonoma stock for Q4 2014, up 5.5% quarter-over-quarter.
- 63 funds opened new Williams-Sonoma positions in Q4 2014 and 29 closed out, a net change of +34 holders.
- The largest Williams-Sonoma buyer in Q4 2014 was TimesSquare Capital Management, an estimated $48.4M added.
- The largest Williams-Sonoma seller in Q4 2014 was Lone Pine Capital, an estimated $292M sold.
Based on aggregated 13F filings for Q4 2014.