Williams-Sonoma
315 hedge funds and large institutions have $5.93B invested in Williams-Sonoma in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 115 reducing their positions, and 28 closing their positions.
54% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 28
7% more capital invested
Capital invested by funds: $5.56B → $5.93B (+$374M)
4% more funds holding
Funds holding: 302 → 315 (+13)
3% more call options, than puts
Call options by funds: $34.1M | Put options by funds: $33.2M
1.39% less ownership
Funds ownership: 177.27% → 175.87% (-1.4%)
14% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 115
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$97.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$50.1M |
| 3 |
CCI
Columbus Circle Investors
|
+$21.9M |
| 4 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
+$18.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$67.4M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$57.3M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$43.5M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$28.4M |
| 5 |
HMP
HS Management Partners
New York
|
-$23M |
WSM Hedge Fund Activity: Q2 2014 in Review
315 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2014, worth a combined $5.93B — up 6.7% from $5.56B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new WSM positions and 28 closed out — a net gain of 15 holders — while 99 added to existing stakes and 115 trimmed.
The largest buyer was Lone Pine Capital, opening a new position worth an estimated $97.5M. The largest seller was Artisan Partners, cutting an estimated $67.4M.
- 315 institutional investors held Williams-Sonoma (WSM) as of Q2 2014, up from 302 in Q1 2014.
- Funds reported $5.93B of Williams-Sonoma stock for Q2 2014, up 6.7% quarter-over-quarter.
- 43 funds opened new Williams-Sonoma positions in Q2 2014 and 28 closed out, a net change of +15 holders.
- The largest Williams-Sonoma buyer in Q2 2014 was Lone Pine Capital, an estimated $97.5M added.
- The largest Williams-Sonoma seller in Q2 2014 was Artisan Partners, an estimated $67.4M sold.
Based on aggregated 13F filings for Q2 2014.