Williams-Sonoma
827 hedge funds and large institutions have $19B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 269 increasing their positions, 344 reducing their positions, and 99 closing their positions.
11% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 99
9% more capital invested
Capital invested by funds: $17.4B → $19B (+$1.51B)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
1% more funds holding
Funds holding: 821 → 827 (+6)
19% less call options, than puts
Call options by funds: $253M | Put options by funds: $313M
22% less repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 344
97.07% less ownership
Funds ownership: 194% → 96.93% (-97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$78.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$78.4M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$62.2M |
| 4 |
KBC Group
Brussels,
Belgium
|
+$56.1M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$199M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$85.5M |
| 3 |
D.E. Shaw & Co
New York
|
-$63.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$54.3M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$46.4M |
WSM Hedge Fund Activity: Q3 2024 in Review
827 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q3 2024, worth a combined $19B — up 8.7% from $17.4B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new WSM positions and 99 closed out — a net gain of 11 holders — while 269 added to existing stakes and 344 trimmed.
The largest buyer was Jacobs Levy Equity Management, adding an estimated $78.6M. The largest seller was Fidelity Investments, cutting an estimated $199M.
- 827 institutional investors held Williams-Sonoma (WSM) as of Q3 2024, up from 821 in Q2 2024.
- Funds reported $19B of Williams-Sonoma stock for Q3 2024, up 8.7% quarter-over-quarter.
- 110 funds opened new Williams-Sonoma positions in Q3 2024 and 99 closed out, a net change of +11 holders.
- The largest Williams-Sonoma buyer in Q3 2024 was Jacobs Levy Equity Management, an estimated $78.6M added.
- The largest Williams-Sonoma seller in Q3 2024 was Fidelity Investments, an estimated $199M sold.
Based on aggregated 13F filings for Q3 2024.