We are live on ! Find out more
WSM icon

Williams-Sonoma
WSM

621 hedge funds and large institutions have $10B invested in Williams-Sonoma in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 235 increasing their positions, 216 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 216

1.95% less ownership

Funds ownership: 195.36% → 193.41% (-1.9%)

5% less funds holding

Funds holding: 651 → 621 (-30)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17% less capital invested

Capital invested by funds: $12B → $10B (-$2B)

25% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 100

27% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $120M

Holders
621
Holders Change
-30
Holders Change %
-4.61%
% of All Funds
9.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
75
Increased
235
Reduced
216
Closed
100
Calls
$88.4M
Puts
$120M
Net Calls
-$32M
Net Calls Change
-$32M

Top Buyers

Rank Fund Capital Flow
1
HMP
HS Management Partners
New York
+$95.5M
2
First Trust Advisors
First Trust Advisors
Illinois
+$41.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.7M
4
UBS Group
UBS Group
Switzerland
+$24.1M
5
VC
Voss Capital
Texas
+$22.3M

Top Sellers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
-$117M
2
BlackRock
BlackRock
New York
-$114M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$58.9M
4
SC
Samlyn Capital
New York
-$49.3M
5
Bank of America
Bank of America
North Carolina
-$44.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
601
Versant Capital Management
Arizona
$2K – – –
WT
602
Washington Trust
Rhode Island
$2K +$303 +4 +22%
EI
603
Ellevest Inc
New York
$2K +$1.67K +22 +275%
DI
604
Disciplined Investments
Oklahoma
$2K +$1.97K +26 New
GRP
605
Global Retirement Partners
California
$2K +$3.03K +40 New
SWA
606
Sutton Wealth Advisors
Florida
$1.59K +$454 +6 +38%
BIM
607
Baldwin Investment Management
Pennsylvania
$1.03K +$157K +2,076 +17%
BBPWM
608
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
LPWM
609
Lake Point Wealth Management
Texas
$1K – – –
LIM
610
Longfellow Investment Management
Massachusetts
$1K – – –
TFS
611
TrustCore Financial Services
Tennessee
$1K – – –
TSWM
612
Tyler-Stone Wealth Management
Ohio
$1K – – –
GWMIA
613
Global Wealth Management Investment Advisory
Florida
$1K +$757 +10 New
FMP
614
Financial Management Professionals
Texas
$1K +$1.51K +20 New
LSA
615
Leonteq Securities AG
Switzerland
$290 -$54.8K -724 -99%
WIM
616
Westside Investment Management
California
$6 – – –
FGAM
617
Financial Gravity Asset Management
Texas
$4 -$7.27K -96 -14%
Westfield Capital Management
618
Westfield Capital Management
Massachusetts
– -$58.9M -696,504 Closed
SC
619
Samlyn Capital
New York
– -$49.3M -582,856 Closed
CGI
620
Calixto Global Investors
Florida
– -$17M -200,524 Closed
JAM
621
Jupiter Asset Management
United Kingdom
– -$13.6M -160,876 Closed
SCM
622
Simcoe Capital Management
New York
– -$8.08M -95,590 Closed
AC
623
Armistice Capital
New York
– -$6.99M -82,676 Closed
6C
624
6elm Capital
New York
– -$6.99M -82,600 Closed
JGC
625
J. Goldman & Co
New York
– -$6.62M -78,220 Closed
23 24
25
26 27

WSM Hedge Fund Activity: Q1 2022 in Review

621 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2022, worth a combined $10B — down 17% from $12B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of WSM and 75 opened new positions — a net loss of 25 holders — while 216 trimmed existing stakes and 235 added.

The largest buyer was HS Management Partners, adding an estimated $95.5M. The largest seller was Select Equity Group, cutting an estimated $117M.

  • 621 institutional investors held Williams-Sonoma (WSM) as of Q1 2022, down from 651 in Q4 2021.
  • Funds reported $10B of Williams-Sonoma stock for Q1 2022, down 17% quarter-over-quarter.
  • 75 funds opened new Williams-Sonoma positions in Q1 2022 and 100 closed out, a net change of -25 holders.
  • The largest Williams-Sonoma buyer in Q1 2022 was HS Management Partners, an estimated $95.5M added.
  • The largest Williams-Sonoma seller in Q1 2022 was Select Equity Group, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2022.