Williams-Sonoma
440 hedge funds and large institutions have $6.33B invested in Williams-Sonoma in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 117 increasing their positions, 178 reducing their positions, and 47 closing their positions.
111% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 47
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
90% more capital invested
Capital invested by funds: $3.33B → $6.33B (+$3B)
12% more funds holding
Funds holding: 393 → 440 (+47)
4.46% less ownership
Funds ownership: 203.08% → 198.62% (-4.5%)
22% less call options, than puts
Call options by funds: $64.9M | Put options by funds: $83.5M
34% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 178
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$94.7M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$88.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$80M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$41.4M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$135M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$53.7M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$39.4M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$38.8M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$27.2M |
WSM Hedge Fund Activity: Q2 2020 in Review
440 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2020, worth a combined $6.33B — up 90% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new WSM positions and 47 closed out — a net gain of 52 holders — while 117 added to existing stakes and 178 trimmed.
The largest buyer was Select Equity Group, adding an estimated $94.7M. The largest seller was Janus Henderson Group, cutting an estimated $135M.
- 440 institutional investors held Williams-Sonoma (WSM) as of Q2 2020, up from 393 in Q1 2020.
- Funds reported $6.33B of Williams-Sonoma stock for Q2 2020, up 90% quarter-over-quarter.
- 99 funds opened new Williams-Sonoma positions in Q2 2020 and 47 closed out, a net change of +52 holders.
- The largest Williams-Sonoma buyer in Q2 2020 was Select Equity Group, an estimated $94.7M added.
- The largest Williams-Sonoma seller in Q2 2020 was Janus Henderson Group, an estimated $135M sold.
Based on aggregated 13F filings for Q2 2020.