Williams-Sonoma
302 hedge funds and large institutions have $5.56B invested in Williams-Sonoma in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 42 closing their positions.
153% more call options, than puts
Call options by funds: $52.4M | Put options by funds: $20.7M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
12% more capital invested
Capital invested by funds: $4.97B → $5.56B (+$586M)
0% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 42
1% less funds holding
Funds holding: 305 → 302 (-3)
3.99% less ownership
Funds ownership: 181.26% → 177.27% (-4%)
13% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$75.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.5M |
| 4 |
PIA
Piedmont Investment Advisors
Durham,
North Carolina
|
+$27.1M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$154M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.7M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$41.4M |
| 4 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$21.7M |
| 5 |
Bank of New York Mellon
New York
|
-$21.6M |
WSM Hedge Fund Activity: Q1 2014 in Review
302 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2014, worth a combined $5.56B — up 12% from $4.97B a quarter earlier.
Fund positioning in WSM was balanced in Q1 2014: 42 funds opened new positions, 42 closed out, 98 added to existing stakes and 113 trimmed.
The largest buyer was William Blair & Company, adding an estimated $75.4M. The largest seller was JP Morgan Chase, cutting an estimated $154M.
- 302 institutional investors held Williams-Sonoma (WSM) as of Q1 2014, down from 305 in Q4 2013.
- Funds reported $5.56B of Williams-Sonoma stock for Q1 2014, up 12% quarter-over-quarter.
- 42 funds opened new Williams-Sonoma positions in Q1 2014 and 42 closed out, a net change of 0 holders.
- The largest Williams-Sonoma buyer in Q1 2014 was William Blair & Company, an estimated $75.4M added.
- The largest Williams-Sonoma seller in Q1 2014 was JP Morgan Chase, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2014.