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Williams-Sonoma
WSM

606 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 198 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.6B → $8.03B (+$424M)

2% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 66

1% less funds holding

Funds holding: 614 → 606 (-8)

1.42% less ownership

Funds ownership: 201.84% → 200.42% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 223

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

58% less call options, than puts

Call options by funds: $135M | Put options by funds: $322M

Holders
606
Holders Change
-8
Holders Change %
-1.3%
% of All Funds
9.66%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
198
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$121M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$87.1M
3
SCM
Steadfast Capital Management
New York
+$52.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$30.6M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$173M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$95.3M
3
HMP
HS Management Partners
New York
-$59.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$28.3M
5
Barclays
Barclays
United Kingdom
-$25.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARAM
151
Ardmore Road Asset Management
New York
$3.65M +$3.75M +60,000 New
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.65M -$3.62K -58 -0.1%
SIC
153
SFE Investment Counsel
California
$3.59M +$295K +4,724 +8%
TCM
154
Telos Capital Management
California
$3.56M +$178K +2,850 +5%
ACM
155
Alpha Capital Management
Texas
$3.54M – – –
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$3.5M -$379K -6,070 -10%
JMPWA
157
JP Morgan Private Wealth Advisors
California
$3.49M +$787K +12,610 +28%
AIP
158
Ameritas Investment Partners
Nebraska
$3.47M -$39.7K -636 -1%
GIM
159
Goelzer Investment Management
Indiana
$3.46M +$260K +4,170 +8%
BIAS
160
Beacon Investment Advisory Services
New Jersey
$3.46M -$99.9K -1,600 -3%
CWA
161
Carolina Wealth Advisors
South Carolina
$3.43M +$3.52M +56,376 New
IMRF
162
Illinois Municipal Retirement Fund
Illinois
$3.41M – – –
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$3.39M +$14.5K +232 +0.4%
VRS
164
Virginia Retirement Systems
Virginia
$3.37M -$175K -2,800 -5%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$3.35M -$265K -4,236 -7%
TI
166
Trexquant Investment
Connecticut
$3.32M +$3.4M +54,504 New
RCM
167
Radnor Capital Management
Pennsylvania
$3.07M +$71.8K +1,150 +2%
EAM
168
EFG Asset Management
Oregon
$3.06M -$96K -1,538 -3%
HSA
169
Hussman Strategic Advisors
Maryland
$3.02M – – –
HSBC Holdings
170
HSBC Holdings
United Kingdom
$3.02M -$70.7K -1,132 -2%
SCM
171
Seascape Capital Management
New Hampshire
$2.97M +$35.2K +564 +1%
KWM
172
Kingsview Wealth Management
Oregon
$2.95M +$3.03M +48,502 New
CCM
173
Chimera Capital Management
New York
$2.87M -$238K -3,806 -7%
CCM
174
Cinctive Capital Management
New York
$2.83M +$2.91M +46,568 New
WBC
175
Westpac Banking Corp
Australia
$2.81M -$92.3K -1,478 -3%
5 6
7
8 9

WSM Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2023, worth a combined $8.03B — up 5.6% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WSM positions and 66 closed out — a net gain of 1 holder — while 198 added to existing stakes and 223 trimmed.

The largest buyer was Charles Schwab, adding an estimated $121M. The largest seller was First Trust Advisors, cutting an estimated $173M.

  • 606 institutional investors held Williams-Sonoma (WSM) as of Q1 2023, down from 614 in Q4 2022.
  • Funds reported $8.03B of Williams-Sonoma stock for Q1 2023, up 5.6% quarter-over-quarter.
  • 67 funds opened new Williams-Sonoma positions in Q1 2023 and 66 closed out, a net change of +1 holder.
  • The largest Williams-Sonoma buyer in Q1 2023 was Charles Schwab, an estimated $121M added.
  • The largest Williams-Sonoma seller in Q1 2023 was First Trust Advisors, an estimated $173M sold.

Based on aggregated 13F filings for Q1 2023.