Williams-Sonoma
WSM
305 hedge funds and large institutions have $4.97B invested in Williams-Sonoma in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 96 increasing their positions, 111 reducing their positions, and 33 closing their positions.
119% more call options, than puts
Call options by funds: $98.2M | Put options by funds: $44.8M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
48% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 33
5% more funds holding
Funds holding: 290 → 305 (+15)
1% more capital invested
Capital invested by funds: $4.91B → $4.97B (+$66.9M)
1.39% less ownership
Funds ownership: 182.65% → 181.26% (-1.4%)
14% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$88.9M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$62.3M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$33.3M |
| 4 |
Select Equity Group
New York
|
+$26M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$80.7M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$69.1M |
| 3 |
JP Morgan Chase
New York
|
-$61.7M |
| 4 |
Bank of New York Mellon
New York
|
-$51.6M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$43.4M |
WSM Hedge Fund Activity: Q4 2013 in Review
305 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2013, worth a combined $4.97B — up 1.4% from $4.91B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WSM positions and 33 closed out — a net gain of 16 holders — while 96 added to existing stakes and 111 trimmed.
The largest buyer was William Blair & Company, adding an estimated $88.9M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $80.7M.
- 305 institutional investors held Williams-Sonoma (WSM) as of Q4 2013, up from 290 in Q3 2013.
- Funds reported $4.97B of Williams-Sonoma stock for Q4 2013, up 1.4% quarter-over-quarter.
- 49 funds opened new Williams-Sonoma positions in Q4 2013 and 33 closed out, a net change of +16 holders.
- The largest Williams-Sonoma buyer in Q4 2013 was William Blair & Company, an estimated $88.9M added.
- The largest Williams-Sonoma seller in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $80.7M sold.
Based on aggregated 13F filings for Q4 2013.