Williams-Sonoma
435 hedge funds and large institutions have $5.84B invested in Williams-Sonoma in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 147 increasing their positions, 154 reducing their positions, and 40 closing their positions.
40% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 40
3% more funds holding
Funds holding: 421 → 435 (+14)
1.03% more ownership
Funds ownership: 220.28% → 221.31% (+1%)
4% more capital invested
Capital invested by funds: $5.61B → $5.84B (+$239M)
5% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 154
6% less call options, than puts
Call options by funds: $152M | Put options by funds: $162M
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HMP
HS Management Partners
New York
|
+$87.1M |
| 2 |
JP Morgan Chase
New York
|
+$53.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.7M |
| 4 |
ACM
Argent Capital Management
St Louis,
Missouri
|
+$26.8M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$53.4M |
| 2 |
Goldman Sachs
New York
|
-$51.2M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$42.4M |
| 4 |
Select Equity Group
New York
|
-$41.7M |
| 5 |
Millennium Management
New York
|
-$32.9M |
WSM Hedge Fund Activity: Q3 2018 in Review
435 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q3 2018, worth a combined $5.84B — up 4.3% from $5.61B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new WSM positions and 40 closed out — a net gain of 16 holders — while 147 added to existing stakes and 154 trimmed.
The largest buyer was HS Management Partners, adding an estimated $87.1M. The largest seller was Kiltearn Partners, exiting entirely with an estimated $53.4M sold.
- 435 institutional investors held Williams-Sonoma (WSM) as of Q3 2018, up from 421 in Q2 2018.
- Funds reported $5.84B of Williams-Sonoma stock for Q3 2018, up 4.3% quarter-over-quarter.
- 56 funds opened new Williams-Sonoma positions in Q3 2018 and 40 closed out, a net change of +16 holders.
- The largest Williams-Sonoma buyer in Q3 2018 was HS Management Partners, an estimated $87.1M added.
- The largest Williams-Sonoma seller in Q3 2018 was Kiltearn Partners, an estimated $53.4M sold.
Based on aggregated 13F filings for Q3 2018.