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Williams-Sonoma
WSM

651 hedge funds and large institutions have $12B invested in Williams-Sonoma in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 215 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 70

9% more funds holding

Funds holding: 596 → 651 (+55)

6.76% more ownership

Funds ownership: 188.6% → 195.36% (+6.8%)

0% more call options, than puts

Call options by funds: $226M | Put options by funds: $226M

1% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 218

3% less capital invested

Capital invested by funds: $12.4B → $12B (-$392M)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
651
Holders Change
+55
Holders Change %
+9.23%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
133
Increased
215
Reduced
218
Closed
70
Calls
$226M
Puts
$226M
Net Calls
+$7K
Net Calls Change
-$24.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$170M
2
Bank of America
Bank of America
North Carolina
+$116M
3
First Trust Advisors
First Trust Advisors
Illinois
+$57.6M
4
SC
Samlyn Capital
New York
+$54.3M
5
Millennium Management
Millennium Management
New York
+$53M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$93.3M
2
Barclays
Barclays
United Kingdom
-$60.8M
3
Goldman Sachs
Goldman Sachs
New York
-$41.8M
4
Two Sigma Investments
Two Sigma Investments
New York
-$34.8M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$3.31M -$2.53M -27,130 -41%
BCI
202
Brinker Capital Investments
Pennsylvania
$3.26M +$253K +2,712 +8%
ZIM
203
Zacks Investment Management
Illinois
$3.25M +$678K +7,280 +23%
CAM
204
ClariVest Asset Management
California
$3.23M -$354K -3,800 -9%
LSERS
205
Louisiana State Employees Retirement System
Louisiana
$3.23M -$18.6K -200 -0.5%
SOMRS
206
State of Michigan Retirement System
Michigan
$3.19M – – –
CCM
207
Coldstream Capital Management
Washington
$3.06M +$630K +6,760 +23%
SDIC
208
South Dakota Investment Council
South Dakota
$3.01M +$1.7M +18,200 +105%
Sumitomo Mitsui Trust Group
209
Sumitomo Mitsui Trust Group
Japan
$2.94M +$3.23M +34,710 New
SCM
210
Stonebridge Capital Management
California
$2.93M -$74.5K -800 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
211
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.9M -$29.8K -320 -0.9%
Los Angeles Capital Management
212
Los Angeles Capital Management
California
$2.85M -$31.5K -338 -1%
Citadel Advisors
213
Citadel Advisors
Florida
$2.84M +$3.13M +33,620 New
OAM
214
Oppenheimer Asset Management
New York
$2.83M -$90.9K -976 -3%
Jennison Associates
215
Jennison Associates
New York
$2.81M +$1.05M +11,320 +52%
IMRF
216
Illinois Municipal Retirement Fund
Illinois
$2.8M +$647K +6,950 +27%
PFM
217
Parsec Financial Management
North Carolina
$2.74M +$554K +5,942 +22%
BBWA
218
Bell & Brown Wealth Advisors
California
$2.73M +$152K +1,630 +5%
FAM
219
Formidable Asset Management
Ohio
$2.7M -$68.2K -732 -2%
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$2.69M -$89.1K -956 -3%
NMERB
221
New Mexico Educational Retirement Board
New Mexico
$2.69M – – –
NA
222
NewEdge Advisors
Louisiana
$2.65M -$304K -3,260 -9%
GG
223
Gofen & Glossberg
Illinois
$2.64M -$206K -2,208 -7%
SAA
224
Southeast Asset Advisors
Georgia
$2.59M +$44.7K +480 +2%
CW
225
Connectus Wealth
Ohio
$2.59M +$2.84M +30,538 New
7 8
9
10 11

WSM Hedge Fund Activity: Q4 2021 in Review

651 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2021, worth a combined $12B — down 3.2% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new WSM positions and 70 closed out — a net gain of 63 holders — while 215 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $170M. The largest seller was Arrowstreet Capital, cutting an estimated $93.3M.

  • 651 institutional investors held Williams-Sonoma (WSM) as of Q4 2021, up from 596 in Q3 2021.
  • Funds reported $12B of Williams-Sonoma stock for Q4 2021, down 3.2% quarter-over-quarter.
  • 133 funds opened new Williams-Sonoma positions in Q4 2021 and 70 closed out, a net change of +63 holders.
  • The largest Williams-Sonoma buyer in Q4 2021 was Fidelity Investments, an estimated $170M added.
  • The largest Williams-Sonoma seller in Q4 2021 was Arrowstreet Capital, an estimated $93.3M sold.

Based on aggregated 13F filings for Q4 2021.