Williams-Sonoma
WSM
377 hedge funds and large institutions have $4.51B invested in Williams-Sonoma in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 121 reducing their positions, and 63 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
46% more call options, than puts
Call options by funds: $89.3M | Put options by funds: $61M
25% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 121
9% more capital invested
Capital invested by funds: $4.12B → $4.51B (+$389M)
10% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 63
1.13% less ownership
Funds ownership: 193.95% → 192.82% (-1.1%)
4% less funds holding
Funds holding: 391 → 377 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$441M |
| 2 |
Select Equity Group
New York
|
+$25.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.7M |
| 4 |
Bank of New York Mellon
New York
|
+$23.6M |
| 5 |
Two Sigma Investments
New York
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HMP
HS Management Partners
New York
|
-$68.8M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$65.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$39M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$28.2M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
-$17.7M |
WSM Hedge Fund Activity: Q1 2017 in Review
377 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2017, worth a combined $4.51B — up 9.5% from $4.12B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of WSM and 57 opened new positions — a net loss of 6 holders — while 121 trimmed existing stakes and 151 added.
The largest buyer was BlackRock, adding an estimated $441M. The largest seller was HS Management Partners, exiting entirely with an estimated $68.8M sold.
- 377 institutional investors held Williams-Sonoma (WSM) as of Q1 2017, down from 391 in Q4 2016.
- Funds reported $4.51B of Williams-Sonoma stock for Q1 2017, up 9.5% quarter-over-quarter.
- 57 funds opened new Williams-Sonoma positions in Q1 2017 and 63 closed out, a net change of -6 holders.
- The largest Williams-Sonoma buyer in Q1 2017 was BlackRock, an estimated $441M added.
- The largest Williams-Sonoma seller in Q1 2017 was HS Management Partners, an estimated $68.8M sold.
Based on aggregated 13F filings for Q1 2017.