Williams-Sonoma
575 hedge funds and large institutions have $11.2B invested in Williams-Sonoma in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 66 closing their positions.
35% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 66
3% more funds holding
Funds holding: 558 → 575 (+17)
0.14% more ownership
Funds ownership: 186.12% → 186.26% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
5% less call options, than puts
Call options by funds: $102M | Put options by funds: $107M
7% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 211
12% less capital invested
Capital invested by funds: $12.7B → $11.2B (-$1.55B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$72.4M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$53.8M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$52.9M |
| 4 |
Barclays
London,
United Kingdom
|
+$51.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$212M |
| 2 |
BlackRock
New York
|
-$125M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$98.1M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$40.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.6M |
WSM Hedge Fund Activity: Q2 2021 in Review
575 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2021, worth a combined $11.2B — down 12% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new WSM positions and 66 closed out — a net gain of 23 holders — while 196 added to existing stakes and 211 trimmed.
The largest buyer was Bank of America, adding an estimated $72.4M. The largest seller was Capital Research Global Investors, cutting an estimated $212M.
- 575 institutional investors held Williams-Sonoma (WSM) as of Q2 2021, up from 558 in Q1 2021.
- Funds reported $11.2B of Williams-Sonoma stock for Q2 2021, down 12% quarter-over-quarter.
- 89 funds opened new Williams-Sonoma positions in Q2 2021 and 66 closed out, a net change of +23 holders.
- The largest Williams-Sonoma buyer in Q2 2021 was Bank of America, an estimated $72.4M added.
- The largest Williams-Sonoma seller in Q2 2021 was Capital Research Global Investors, an estimated $212M sold.
Based on aggregated 13F filings for Q2 2021.