Williams-Sonoma
461 hedge funds and large institutions have $6.95B invested in Williams-Sonoma in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 48 closing their positions.
48% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 48
10% more capital invested
Capital invested by funds: $6.33B → $6.95B (+$620M)
5% more funds holding
Funds holding: 440 → 461 (+21)
9% more call options, than puts
Call options by funds: $92.8M | Put options by funds: $84.9M
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.13% less ownership
Funds ownership: 198.62% → 197.5% (-1.1%)
28% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 184
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$62M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$45.4M |
| 3 |
AC
Armistice Capital
New York
|
+$39.5M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$29.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$72.7M |
| 2 |
Barclays
London,
United Kingdom
|
-$53.8M |
| 3 |
D.E. Shaw & Co
New York
|
-$37.9M |
| 4 |
Two Sigma Investments
New York
|
-$36.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.9M |
WSM Hedge Fund Activity: Q3 2020 in Review
461 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q3 2020, worth a combined $6.95B — up 9.8% from $6.33B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new WSM positions and 48 closed out — a net gain of 23 holders — while 132 added to existing stakes and 184 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $62M. The largest seller was BlackRock, cutting an estimated $72.7M.
- 461 institutional investors held Williams-Sonoma (WSM) as of Q3 2020, up from 440 in Q2 2020.
- Funds reported $6.95B of Williams-Sonoma stock for Q3 2020, up 9.8% quarter-over-quarter.
- 71 funds opened new Williams-Sonoma positions in Q3 2020 and 48 closed out, a net change of +23 holders.
- The largest Williams-Sonoma buyer in Q3 2020 was Lord, Abbett & Co, an estimated $62M added.
- The largest Williams-Sonoma seller in Q3 2020 was BlackRock, an estimated $72.7M sold.
Based on aggregated 13F filings for Q3 2020.