Williams-Sonoma
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$170M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$57.6M |
| 4 |
SC
Samlyn Capital
New York
|
+$54.3M |
| 5 |
Millennium Management
New York
|
+$53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$93.3M |
| 2 |
Barclays
London,
United Kingdom
|
-$60.8M |
| 3 |
Goldman Sachs
New York
|
-$41.8M |
| 4 |
Two Sigma Investments
New York
|
-$34.8M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$31.2M |
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.