Williams-Sonoma
337 hedge funds and large institutions have $6.26B invested in Williams-Sonoma in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 56 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
3% more capital invested
Capital invested by funds: $6.06B → $6.26B (+$199M)
0.99% more ownership
Funds ownership: 166.43% → 167.43% (+0.99%)
4% less funds holding
Funds holding: 352 → 337 (-15)
11% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 127
23% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 56
35% less call options, than puts
Call options by funds: $38.1M | Put options by funds: $58.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
+$46.9M |
| 2 |
MCM
Melvin Capital Management
New York
|
+$41.9M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
+$39.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$35.6M |
| 5 |
CCM
Cadian Capital Management
New York
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$62.7M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$38.4M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$37.2M |
| 4 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$29.9M |
| 5 |
JP Morgan Chase
New York
|
-$26.8M |
WSM Hedge Fund Activity: Q2 2015 in Review
337 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2015, worth a combined $6.26B — up 3.3% from $6.06B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of WSM and 43 opened new positions — a net loss of 13 holders — while 127 trimmed existing stakes and 113 added.
The largest buyer was Alkeon Capital Management, opening a new position worth an estimated $46.9M. The largest seller was Wells Fargo, cutting an estimated $62.7M.
- 337 institutional investors held Williams-Sonoma (WSM) as of Q2 2015, down from 352 in Q1 2015.
- Funds reported $6.26B of Williams-Sonoma stock for Q2 2015, up 3.3% quarter-over-quarter.
- 43 funds opened new Williams-Sonoma positions in Q2 2015 and 56 closed out, a net change of -13 holders.
- The largest Williams-Sonoma buyer in Q2 2015 was Alkeon Capital Management, an estimated $46.9M added.
- The largest Williams-Sonoma seller in Q2 2015 was Wells Fargo, an estimated $62.7M sold.
Based on aggregated 13F filings for Q2 2015.