Williams-Sonoma
WSM
376 hedge funds and large institutions have $4.12B invested in Williams-Sonoma in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 162 increasing their positions, 112 reducing their positions, and 52 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 112
42% more call options, than puts
Call options by funds: $63.8M | Put options by funds: $45M
3.5% more ownership
Funds ownership: 192.82% → 196.32% (+3.5%)
2% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 52
0% less funds holding
Funds holding: 377 → 376 (-1)
9% less capital invested
Capital invested by funds: $4.51B → $4.12B (-$385M)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$165M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.3M |
| 3 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$40.9M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$25.1M |
| 5 |
BlackRock
New York
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$86.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$34M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$24.7M |
| 4 |
Two Sigma Investments
New York
|
-$21.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$20.4M |
WSM Hedge Fund Activity: Q2 2017 in Review
376 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2017, worth a combined $4.12B — down 8.5% from $4.51B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new WSM positions and 52 closed out — a net gain of 1 holder — while 162 added to existing stakes and 112 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $165M. The largest seller was Bank of New York Mellon, cutting an estimated $86.5M.
- 376 institutional investors held Williams-Sonoma (WSM) as of Q2 2017, down from 377 in Q1 2017.
- Funds reported $4.12B of Williams-Sonoma stock for Q2 2017, down 8.5% quarter-over-quarter.
- 53 funds opened new Williams-Sonoma positions in Q2 2017 and 52 closed out, a net change of +1 holder.
- The largest Williams-Sonoma buyer in Q2 2017 was Janus Henderson Group, an estimated $165M added.
- The largest Williams-Sonoma seller in Q2 2017 was Bank of New York Mellon, an estimated $86.5M sold.
Based on aggregated 13F filings for Q2 2017.