Williams-Sonoma
511 hedge funds and large institutions have $7.7B invested in Williams-Sonoma in 2020 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 141 increasing their positions, 205 reducing their positions, and 39 closing their positions.
141% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 39
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11% more funds holding
Funds holding: 461 → 511 (+50)
11% more capital invested
Capital invested by funds: $6.95B → $7.7B (+$752M)
4% more call options, than puts
Call options by funds: $55.2M | Put options by funds: $53M
0.11% less ownership
Funds ownership: 197.5% → 197.38% (-0.11%)
31% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 205
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$72.5M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
+$49M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$29.6M |
| 4 |
TCP
ThornTree Capital Partners
Boston,
Massachusetts
|
+$24M |
| 5 |
Morgan Stanley
New York
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$60.6M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$46.8M |
| 3 |
AC
Armistice Capital
New York
|
-$40.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$30.2M |
| 5 |
HMP
HS Management Partners
New York
|
-$27.2M |
WSM Hedge Fund Activity: Q4 2020 in Review
511 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2020, worth a combined $7.7B — up 11% from $6.95B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new WSM positions and 39 closed out — a net gain of 55 holders — while 141 added to existing stakes and 205 trimmed.
The largest buyer was Select Equity Group, adding an estimated $72.5M. The largest seller was AllianceBernstein, cutting an estimated $60.6M.
- 511 institutional investors held Williams-Sonoma (WSM) as of Q4 2020, up from 461 in Q3 2020.
- Funds reported $7.7B of Williams-Sonoma stock for Q4 2020, up 11% quarter-over-quarter.
- 94 funds opened new Williams-Sonoma positions in Q4 2020 and 39 closed out, a net change of +55 holders.
- The largest Williams-Sonoma buyer in Q4 2020 was Select Equity Group, an estimated $72.5M added.
- The largest Williams-Sonoma seller in Q4 2020 was AllianceBernstein, an estimated $60.6M sold.
Based on aggregated 13F filings for Q4 2020.