Williams-Sonoma
441 hedge funds and large institutions have $5.66B invested in Williams-Sonoma in 2019 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 40 closing their positions.
90% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 40
44% more call options, than puts
Call options by funds: $60.6M | Put options by funds: $42.2M
7% more funds holding
Funds holding: 412 → 441 (+29)
5% more capital invested
Capital invested by funds: $5.38B → $5.66B (+$281M)
3.85% less ownership
Funds ownership: 202.98% → 199.12% (-3.9%)
21% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 159
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Armistice Capital
New York
|
+$31.1M |
| 2 |
D.E. Shaw & Co
New York
|
+$23.1M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
+$21.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$19M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$53M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$45.6M |
| 3 |
HMP
HS Management Partners
New York
|
-$37.2M |
| 4 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$25.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$24M |
WSM Hedge Fund Activity: Q4 2019 in Review
441 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2019, worth a combined $5.66B — up 5.2% from $5.38B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new WSM positions and 40 closed out — a net gain of 36 holders — while 126 added to existing stakes and 159 trimmed.
The largest buyer was Armistice Capital, opening a new position worth an estimated $31.1M. The largest seller was Select Equity Group, exiting entirely with an estimated $53M sold.
- 441 institutional investors held Williams-Sonoma (WSM) as of Q4 2019, up from 412 in Q3 2019.
- Funds reported $5.66B of Williams-Sonoma stock for Q4 2019, up 5.2% quarter-over-quarter.
- 76 funds opened new Williams-Sonoma positions in Q4 2019 and 40 closed out, a net change of +36 holders.
- The largest Williams-Sonoma buyer in Q4 2019 was Armistice Capital, an estimated $31.1M added.
- The largest Williams-Sonoma seller in Q4 2019 was Select Equity Group, an estimated $53M sold.
Based on aggregated 13F filings for Q4 2019.