Williams-Sonoma
558 hedge funds and large institutions have $12.7B invested in Williams-Sonoma in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 153 increasing their positions, 223 reducing their positions, and 62 closing their positions.
84% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 62
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
65% more capital invested
Capital invested by funds: $7.7B → $12.7B (+$5.02B)
9% more funds holding
Funds holding: 511 → 558 (+47)
11.26% less ownership
Funds ownership: 197.38% → 186.12% (-11%)
31% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 223
71% less call options, than puts
Call options by funds: $130M | Put options by funds: $441M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$94.7M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$44.6M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$44.6M |
| 4 |
Two Sigma Investments
New York
|
+$29.9M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$149M |
| 2 |
HMP
HS Management Partners
New York
|
-$132M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$86.8M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$63.7M |
| 5 |
Select Equity Group
New York
|
-$57.3M |
WSM Hedge Fund Activity: Q1 2021 in Review
558 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2021, worth a combined $12.7B — up 65% from $7.7B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new WSM positions and 62 closed out — a net gain of 52 holders — while 153 added to existing stakes and 223 trimmed.
The largest buyer was BlackRock, adding an estimated $94.7M. The largest seller was Fidelity Investments, cutting an estimated $149M.
- 558 institutional investors held Williams-Sonoma (WSM) as of Q1 2021, up from 511 in Q4 2020.
- Funds reported $12.7B of Williams-Sonoma stock for Q1 2021, up 65% quarter-over-quarter.
- 114 funds opened new Williams-Sonoma positions in Q1 2021 and 62 closed out, a net change of +52 holders.
- The largest Williams-Sonoma buyer in Q1 2021 was BlackRock, an estimated $94.7M added.
- The largest Williams-Sonoma seller in Q1 2021 was Fidelity Investments, an estimated $149M sold.
Based on aggregated 13F filings for Q1 2021.