Williams-Sonoma
421 hedge funds and large institutions have $5.61B invested in Williams-Sonoma in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 114 increasing their positions, 176 reducing their positions, and 54 closing their positions.
19% more capital invested
Capital invested by funds: $4.7B → $5.61B (+$906M)
15% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 54
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6.96% more ownership
Funds ownership: 213.31% → 220.28% (+7%)
1% more funds holding
Funds holding: 416 → 421 (+5)
32% less call options, than puts
Call options by funds: $130M | Put options by funds: $192M
35% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$192M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$53.7M |
| 3 |
Goldman Sachs
New York
|
+$48.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$46.4M |
| 5 |
Renaissance Technologies
New York
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$111M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$66.5M |
| 3 |
Select Equity Group
New York
|
-$45.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.2M |
| 5 |
Morgan Stanley
New York
|
-$27.1M |
WSM Hedge Fund Activity: Q2 2018 in Review
421 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2018, worth a combined $5.61B — up 19% from $4.7B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new WSM positions and 54 closed out — a net gain of 8 holders — while 114 added to existing stakes and 176 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $192M. The largest seller was BlackRock, cutting an estimated $111M.
- 421 institutional investors held Williams-Sonoma (WSM) as of Q2 2018, up from 416 in Q1 2018.
- Funds reported $5.61B of Williams-Sonoma stock for Q2 2018, up 19% quarter-over-quarter.
- 62 funds opened new Williams-Sonoma positions in Q2 2018 and 54 closed out, a net change of +8 holders.
- The largest Williams-Sonoma buyer in Q2 2018 was Capital Research Global Investors, an estimated $192M added.
- The largest Williams-Sonoma seller in Q2 2018 was BlackRock, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2018.