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Williams-Sonoma
WSM

511 hedge funds and large institutions have $7.69B invested in Williams-Sonoma in 2020 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 141 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more funds holding

Funds holding: 461 → 511 (+50)

11% more capital invested

Capital invested by funds: $6.95B → $7.69B (+$740M)

4% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $53M

0.11% less ownership

Funds ownership: 197.5% → 197.38% (-0.11%)

31% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 205

Holders
511
Holders Change
+50
Holders Change %
+10.85%
% of All Funds
9.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
94
Increased
141
Reduced
205
Closed
39
Calls
$55.2M
Puts
$53M
Net Calls
+$2.21M
Net Calls Change
-$5.68M

Top Buyers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
+$72.5M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$49M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$29.6M
4
TCP
ThornTree Capital Partners
Massachusetts
+$24M
5
Morgan Stanley
Morgan Stanley
New York
+$23.4M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$60.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$46.8M
3
AC
Armistice Capital
New York
-$40.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$30.2M
5
HMP
HS Management Partners
New York
-$27.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
476
Private Capital Group
Connecticut
$4K -$5.84K -114 -58%
AF
477
Allworth Financial
California
$4K – – –
EARNEST Partners
478
EARNEST Partners
Georgia
$4K – – –
HR
479
Howe & Rusling
New York
$4K – – –
SIC
480
Salem Investment Counselors
North Carolina
$4K – – –
WAS
481
Winch Advisory Services
Wisconsin
$4K – – –
MIM
482
Macroview Investment Management
Maryland
$4K +$512 +10 +16%
MAM
483
Meeder Asset Management
Ohio
$3K -$243K -4,738 -99%
ABC
484
Associated Banc-Corp
Wisconsin
$3K – – –
GI
485
Gradient Investments
Minnesota
$3K – – –
MCM
486
Manchester Capital Management
Vermont
$3K – – –
RFA
487
Reilly Financial Advisors
California
$3K – – –
TFO
488
Tarbox Family Office
California
$3K – – –
CAM
489
Costello Asset Management
Pennsylvania
$2K – – –
First Manhattan
490
First Manhattan
New York
$2K – – –
BCA
491
Berman Capital Advisors
Georgia
$2K +$307 +6 +16%
RPWA
492
Regent Peak Wealth Advisors
Georgia
$2K +$1.84K +36 New
NSB
493
Norway Savings Bank
Maine
$2K +$2.25K +44 New
BSSFA
494
Baron Silver Stevens Financial Advisors
Florida
$2K +$2.56K +50 New
ICP
495
Interchange Capital Partners
Pennsylvania
$2K +$2.66K +52 New
WT
496
Washington Trust
Rhode Island
$1K -$1.02K -20 -50%
EI
497
Ellevest Inc
New York
$1K -$410 -8 -24%
EFSCE
498
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
GWS
499
Glassman Wealth Services
Virginia
$1K – – –
JCM
500
Jacobi Capital Management
Pennsylvania
$1K – – –
18 19
20
21 22

WSM Hedge Fund Activity: Q4 2020 in Review

511 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2020, worth a combined $7.69B — up 11% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new WSM positions and 39 closed out — a net gain of 55 holders — while 141 added to existing stakes and 205 trimmed.

The largest buyer was Select Equity Group, adding an estimated $72.5M. The largest seller was AllianceBernstein, cutting an estimated $60.6M.

  • 511 institutional investors held Williams-Sonoma (WSM) as of Q4 2020, up from 461 in Q3 2020.
  • Funds reported $7.69B of Williams-Sonoma stock for Q4 2020, up 11% quarter-over-quarter.
  • 94 funds opened new Williams-Sonoma positions in Q4 2020 and 39 closed out, a net change of +55 holders.
  • The largest Williams-Sonoma buyer in Q4 2020 was Select Equity Group, an estimated $72.5M added.
  • The largest Williams-Sonoma seller in Q4 2020 was AllianceBernstein, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2020.