Williams-Sonoma
611 hedge funds and large institutions have $7.77B invested in Williams-Sonoma in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 245 increasing their positions, 196 reducing their positions, and 78 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 196
10.33% more ownership
Funds ownership: 193.41% → 203.74% (+10%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 78
2% less funds holding
Funds holding: 621 → 611 (-10)
22% less call options, than puts
Call options by funds: $103M | Put options by funds: $133M
23% less capital invested
Capital invested by funds: $10B → $7.77B (-$2.26B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$138M |
| 2 |
D.E. Shaw & Co
New York
|
+$46.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$44.2M |
| 4 |
Morgan Stanley
New York
|
+$41.4M |
| 5 |
Coatue Management
New York
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$109M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$62.9M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
-$59.9M |
| 4 |
BlackRock
New York
|
-$54.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$42.5M |
WSM Hedge Fund Activity: Q2 2022 in Review
611 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2022, worth a combined $7.77B — down 23% from $10B a quarter earlier.
Fund positioning in WSM was balanced in Q2 2022: 78 funds opened new positions, 78 closed out, 245 added to existing stakes and 196 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $138M. The largest seller was Capital Research Global Investors, cutting an estimated $109M.
- 611 institutional investors held Williams-Sonoma (WSM) as of Q2 2022, down from 621 in Q1 2022.
- Funds reported $7.77B of Williams-Sonoma stock for Q2 2022, down 23% quarter-over-quarter.
- 78 funds opened new Williams-Sonoma positions in Q2 2022 and 78 closed out, a net change of 0 holders.
- The largest Williams-Sonoma buyer in Q2 2022 was Fidelity Investments, an estimated $138M added.
- The largest Williams-Sonoma seller in Q2 2022 was Capital Research Global Investors, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2022.