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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

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

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
TAIM
601
TD Ameritrade Investment Management
Nebraska
$11K -$120K -1,290 -91%
Baillie Gifford & Co
602
Baillie Gifford & Co
United Kingdom
$11K -$2.42K -26 -17%
VCM
603
Vigilant Capital Management
Maine
$11K – – –
ACA
604
Atlas Capital Advisors
Wyoming
$11K – – –
SIS
605
Sound Income Strategies
Florida
$10K – – –
GWS
606
Glassman Wealth Services
Virginia
$9K +$3.35K +36 +51%
SMG
607
Spectrum Management Group
Indiana
$9K +$10.2K +110 New
TSW
608
Thompson Siegel & Walmsley
Virginia
$8K – – –
SSB
609
Sandy Spring Bank
Maryland
$8K +$9.13K +98 New
EARNEST Partners
610
EARNEST Partners
Georgia
$7K – – –
LF
611
Lee Financial
Texas
$7K +$2.61K +28 +45%
GGHC
612
Gilder Gagnon Howe & Co
New York
$7K +$4.47K +48 +126%
MFAM
613
Motley Fool Asset Management
Virginia
$7K +$7.83K +84 New
FRA
614
Front Row Advisors
California
$6K – – –
Jones Financial Companies
615
Jones Financial Companies
Missouri
$6K – – –
WAS
616
Winch Advisory Services
Wisconsin
$6K – – –
MCM
617
Manchester Capital Management
Vermont
$5K – – –
TFO
618
Tarbox Family Office
California
$5K – – –
RFA
619
Reilly Financial Advisors
California
$5K +$932 +10 +20%
RCM
620
Regency Capital Management
Hawaii
$5K +$5.03K +54 New
AA
621
Addison Advisors
Vermont
$5K +$5.78K +62 New
VRS
622
Virginia Retirement Systems
Virginia
$3.89K -$447K -4,800 -9%
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$3.21K – – –
TPCW
624
TD Private Client Wealth
New York
$3.21K +$559 +6 +19%
First Manhattan
625
First Manhattan
New York
$3K – – –
23 24
25
26 27

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.