Williams-Sonoma
353 hedge funds and large institutions have $6.09B invested in Williams-Sonoma in 2015 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 124 increasing their positions, 121 reducing their positions, and 57 closing their positions.
7% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 57
4% more capital invested
Capital invested by funds: $5.86B → $6.09B (+$226M)
2% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 121
0% more funds holding
Funds holding: 352 → 353 (+1)
1.68% less ownership
Funds ownership: 168.11% → 166.43% (-1.7%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
53% less call options, than puts
Call options by funds: $32.4M | Put options by funds: $69.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$60.1M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$34.7M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$29.8M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$26.3M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$52.6M |
| 2 |
HMP
HS Management Partners
New York
|
-$45.8M |
| 3 |
Select Equity Group
New York
|
-$39.4M |
| 4 |
JP Morgan Chase
New York
|
-$33.1M |
| 5 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$31.4M |
WSM Hedge Fund Activity: Q1 2015 in Review
353 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2015, worth a combined $6.09B — up 3.9% from $5.86B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new WSM positions and 57 closed out — a net gain of 4 holders — while 124 added to existing stakes and 121 trimmed.
The largest buyer was Wells Fargo, adding an estimated $60.1M. The largest seller was Guggenheim Capital, cutting an estimated $52.6M.
- 353 institutional investors held Williams-Sonoma (WSM) as of Q1 2015, up from 352 in Q4 2014.
- Funds reported $6.09B of Williams-Sonoma stock for Q1 2015, up 3.9% quarter-over-quarter.
- 61 funds opened new Williams-Sonoma positions in Q1 2015 and 57 closed out, a net change of +4 holders.
- The largest Williams-Sonoma buyer in Q1 2015 was Wells Fargo, an estimated $60.1M added.
- The largest Williams-Sonoma seller in Q1 2015 was Guggenheim Capital, an estimated $52.6M sold.
Based on aggregated 13F filings for Q1 2015.