Williams-Sonoma
808 hedge funds and large institutions have $19.7B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 215 increasing their positions, 295 reducing their positions, and 51 closing their positions.
282% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 51
53% more funds holding in top 10
Funds holding in top 10: 17 → 26 (+9)
53% more capital invested
Capital invested by funds: $12.9B → $19.7B (+$6.8B)
19% more funds holding
Funds holding: 677 → 808 (+131)
4.68% less ownership
Funds ownership: 198.69% → 194.01% (-4.7%)
18% less call options, than puts
Call options by funds: $647M | Put options by funds: $785M
27% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 295
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$205M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$189M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$171M |
| 4 |
State Street
Boston,
Massachusetts
|
+$77.4M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGP
Leonard Green & Partners
Los Angeles,
California
|
-$371M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$235M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$162M |
| 4 |
Morgan Stanley
New York
|
-$154M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$146M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
851
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$18.2K | -180 | Closed |
|
852
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$18K | -176 | Closed |
|
|
A
853
AlphaQuest
New York
| – | -$13.3K | -132 | Closed |
|
|
BWM
854
BKM Wealth Management
Brookfield,
Wisconsin
| – | -$11.5K | -114 | Closed |
|
|
GWS
855
Glassman Wealth Services
Vienna,
Virginia
| – | -$11.3K | -112 | Closed |
|
|
SA
856
Scarborough Advisors
Annapolis,
Maryland
| – | -$11K | -110 | Closed |
|
|
AP
857
Advisors Preferred
Rockville,
Maryland
| – | -$8.13K | -80 | Closed |
|
|
LF
858
Lee Financial
Dallas,
Texas
| – | -$5.25K | -52 | Closed |
|
|
GI
859
Gradient Investments
Arden Hills,
Minnesota
| – | -$3.83K | -38 | Closed |
|
WSM Hedge Fund Activity: Q1 2024 in Review
808 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2024, worth a combined $19.7B — up 53% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 195 funds opened new WSM positions and 51 closed out — a net gain of 144 holders — while 215 added to existing stakes and 295 trimmed.
The largest buyer was BlackRock, adding an estimated $205M. The largest seller was Leonard Green & Partners, cutting an estimated $371M.
- 808 institutional investors held Williams-Sonoma (WSM) as of Q1 2024, up from 677 in Q4 2023.
- Funds reported $19.7B of Williams-Sonoma stock for Q1 2024, up 53% quarter-over-quarter.
- 195 funds opened new Williams-Sonoma positions in Q1 2024 and 51 closed out, a net change of +144 holders.
- The largest Williams-Sonoma buyer in Q1 2024 was BlackRock, an estimated $205M added.
- The largest Williams-Sonoma seller in Q1 2024 was Leonard Green & Partners, an estimated $371M sold.
Based on aggregated 13F filings for Q1 2024.