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Williams-Sonoma
WSM

651 hedge funds and large institutions have $12B invested in Williams-Sonoma in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 215 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 70

9% more funds holding

Funds holding: 596 → 651 (+55)

6.76% more ownership

Funds ownership: 188.6% → 195.36% (+6.8%)

0% more call options, than puts

Call options by funds: $226M | Put options by funds: $226M

1% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 218

3% less capital invested

Capital invested by funds: $12.4B → $12B (-$392M)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
651
Holders Change
+55
Holders Change %
+9.23%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
133
Increased
215
Reduced
218
Closed
70
Calls
$226M
Puts
$226M
Net Calls
+$7K
Net Calls Change
-$24.9M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
2
Bank of America
Bank of America
North Carolina
+$116M
3
First Trust Advisors
First Trust Advisors
Illinois
+$57.6M
4
SC
Samlyn Capital
New York
+$54.3M
5
Millennium Management
Millennium Management
New York
+$53M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$93.3M
2
Barclays
Barclays
United Kingdom
-$60.8M
3
Goldman Sachs
Goldman Sachs
New York
-$41.8M
4
Two Sigma Investments
Two Sigma Investments
New York
-$34.8M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
501
Freedom Investment Management
Connecticut
$264K -$1.3K -14 -0.4%
JWCA
502
J.W. Cole Advisors
Florida
$255K +$281K +3,016 New
SSG
503
Summit Securities Group
New York
$254K +$279K +3,000 New
AIM
504
Anchor Investment Management
South Carolina
$251K +$19.6K +210 +8%
TA
505
TFG Advisers
Michigan
$251K +$277K +2,970 New
VAFP
506
Vahanian & Associates Financial Planning
New York
$249K +$274K +2,940 New
NICM
507
Neo Ivy Capital Management
New York
$247K -$614K -6,586 -69%
EMFAT
508
Emerald Mutual Fund Advisers Trust
Pennsylvania
$244K +$57.8K +620 +27%
CWM
509
Cahaba Wealth Management
Georgia
$242K +$9.31K +100 +4%
AF
510
Advisornet Financial
Minnesota
$238K -$8.2K -88 -3%
AWM
511
Avior Wealth Management
Nebraska
$238K – – –
6M
512
6 Meridian
Kansas
$237K +$559 +6 +0.2%
ASN
513
Advisory Services Network
Georgia
$237K +$260K +2,794 New
BRC
514
Bell Rock Capital
Delaware
$236K +$265K +2,846 New
WA
515
Wambolt & Associates
Colorado
$228K – – –
TCM
516
Teza Capital Management
Illinois
$226K +$17.9K +192 +8%
BI
517
Berkeley Inc
Idaho
$225K +$248K +2,664 New
IAA
518
Independent Advisor Alliance
North Carolina
$225K -$11K -118 -4%
AWM
519
Absher Wealth Management
North Carolina
$224K -$4.66K -50 -2%
Boston Partners
520
Boston Partners
Massachusetts
$221K -$41.7K -448 -15%
DADC
521
D.A. Davidson & Co
Montana
$221K – – –
AT
522
American Trust
Kentucky
$220K +$243K +2,606 New
ETM
523
Euclidean Technologies Management
Washington
$216K – – –
IRF
524
IBM Retirement Fund
New York
$212K -$165K -1,776 -41%
FFM
525
Forum Financial Management
Illinois
$210K +$231K +2,478 New
19 20
21
22 23

WSM Hedge Fund Activity: Q4 2021 in Review

651 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2021, worth a combined $12B — down 3.2% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new WSM positions and 70 closed out — a net gain of 63 holders — while 215 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $170M. The largest seller was Arrowstreet Capital, cutting an estimated $93.3M.

  • 651 institutional investors held Williams-Sonoma (WSM) as of Q4 2021, up from 596 in Q3 2021.
  • Funds reported $12B of Williams-Sonoma stock for Q4 2021, down 3.2% quarter-over-quarter.
  • 133 funds opened new Williams-Sonoma positions in Q4 2021 and 70 closed out, a net change of +63 holders.
  • The largest Williams-Sonoma buyer in Q4 2021 was Fidelity Investments, an estimated $170M added.
  • The largest Williams-Sonoma seller in Q4 2021 was Arrowstreet Capital, an estimated $93.3M sold.

Based on aggregated 13F filings for Q4 2021.