Williams-Sonoma
396 hedge funds and large institutions have $4.45B invested in Williams-Sonoma in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 133 increasing their positions, 144 reducing their positions, and 78 closing their positions.
0.75% less ownership
Funds ownership: 221.31% → 220.56% (-0.75%)
8% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 144
9% less funds holding
Funds holding: 435 → 396 (-39)
24% less capital invested
Capital invested by funds: $5.84B → $4.45B (-$1.39B)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
45% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 78
63% less call options, than puts
Call options by funds: $97.7M | Put options by funds: $261M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$115M |
| 2 |
HMP
HS Management Partners
New York
|
+$47.5M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$21.7M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$21.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$51.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$50.3M |
| 3 |
JP Morgan Chase
New York
|
-$47.9M |
| 4 |
Select Equity Group
New York
|
-$43.3M |
| 5 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$38.2M |
WSM Hedge Fund Activity: Q4 2018 in Review
396 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2018, worth a combined $4.45B — down 24% from $5.84B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of WSM and 43 opened new positions — a net loss of 35 holders — while 144 trimmed existing stakes and 133 added.
The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $51.1M sold.
- 396 institutional investors held Williams-Sonoma (WSM) as of Q4 2018, down from 435 in Q3 2018.
- Funds reported $4.45B of Williams-Sonoma stock for Q4 2018, down 24% quarter-over-quarter.
- 43 funds opened new Williams-Sonoma positions in Q4 2018 and 78 closed out, a net change of -35 holders.
- The largest Williams-Sonoma buyer in Q4 2018 was Fidelity Investments, an estimated $115M added.
- The largest Williams-Sonoma seller in Q4 2018 was Renaissance Technologies, an estimated $51.1M sold.
Based on aggregated 13F filings for Q4 2018.