Williams-Sonoma
439 hedge funds and large institutions have $4.94B invested in Williams-Sonoma in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 131 increasing their positions, 157 reducing their positions, and 30 closing their positions.
153% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 30
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
11% more capital invested
Capital invested by funds: $4.45B → $4.94B (+$489M)
11% more funds holding
Funds holding: 396 → 439 (+43)
2.6% more ownership
Funds ownership: 220.56% → 223.16% (+2.6%)
17% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 157
36% less call options, than puts
Call options by funds: $70.2M | Put options by funds: $110M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$36.1M |
| 2 |
ACM
Argent Capital Management
St Louis,
Missouri
|
+$29.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$23.7M |
| 4 |
D.E. Shaw & Co
New York
|
+$22M |
| 5 |
Renaissance Technologies
New York
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$107M |
| 2 |
Select Equity Group
New York
|
-$67.3M |
| 3 |
Bank of New York Mellon
New York
|
-$29.3M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$21.4M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$20.3M |
WSM Hedge Fund Activity: Q1 2019 in Review
439 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2019, worth a combined $4.94B — up 11% from $4.45B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new WSM positions and 30 closed out — a net gain of 46 holders — while 131 added to existing stakes and 157 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $36.1M. The largest seller was Fidelity Investments, cutting an estimated $107M.
- 439 institutional investors held Williams-Sonoma (WSM) as of Q1 2019, up from 396 in Q4 2018.
- Funds reported $4.94B of Williams-Sonoma stock for Q1 2019, up 11% quarter-over-quarter.
- 76 funds opened new Williams-Sonoma positions in Q1 2019 and 30 closed out, a net change of +46 holders.
- The largest Williams-Sonoma buyer in Q1 2019 was Millennium Management, an estimated $36.1M added.
- The largest Williams-Sonoma seller in Q1 2019 was Fidelity Investments, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2019.