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Williams-Sonoma
WSM

621 hedge funds and large institutions have $10B invested in Williams-Sonoma in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 235 increasing their positions, 216 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 216

1.95% less ownership

Funds ownership: 195.36% → 193.41% (-1.9%)

5% less funds holding

Funds holding: 651 → 621 (-30)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17% less capital invested

Capital invested by funds: $12B → $10B (-$2B)

25% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 100

27% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $120M

Holders
621
Holders Change
-30
Holders Change %
-4.61%
% of All Funds
9.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
75
Increased
235
Reduced
216
Closed
100
Calls
$88.4M
Puts
$120M
Net Calls
-$32M
Net Calls Change
-$32M

Top Buyers

1
HMP
HS Management Partners
New York
+$95.5M
2
First Trust Advisors
First Trust Advisors
Illinois
+$41.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.7M
4
UBS Group
UBS Group
Switzerland
+$24.1M
5
VC
Voss Capital
Texas
+$22.3M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$117M
2
BlackRock
BlackRock
New York
-$114M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$58.9M
4
SC
Samlyn Capital
New York
-$49.3M
5
Bank of America
Bank of America
North Carolina
-$44.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B -$9.68M -127,840 -0.8%
BlackRock
2
BlackRock
New York
$988M -$114M -1,500,876 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$876M +$40.7M +537,584 +5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$794M -$23.4M -309,166 -3%
Aristotle Capital Management
5
Aristotle Capital Management
California
$740M -$15.7M -207,342 -2%
BC
6
Blackhill Capital
New Jersey
$582M -$90.8K -1,200 -0%
State Street
7
State Street
Massachusetts
$341M -$30.6M -403,790 -8%
HMP
8
HS Management Partners
New York
$240M +$95.5M +1,261,660 +62%
First Trust Advisors
9
First Trust Advisors
Illinois
$204M +$41.4M +546,848 +24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$153M -$12.7M -167,690 -7%
Northern Trust
11
Northern Trust
Illinois
$139M +$281K +3,716 +0.2%
Select Equity Group
12
Select Equity Group
New York
$139M -$117M -1,551,690 -45%
CAM
13
Congress Asset Management
Massachusetts
$132M +$968K +12,782 +0.7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$130M -$7.22M -95,338 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$125M +$3.36M +44,420 +3%
AllianceBernstein
16
AllianceBernstein
Tennessee
$114M +$11.4M +150,590 +11%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$99.7M -$30.7M -405,478 -23%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$97.4M -$4.94M -65,224 -5%
Norges Bank
19
Norges Bank
Norway
$90M -$2.7M -35,692 -3%
Bank of America
20
Bank of America
North Carolina
$70.8M -$44.4M -587,196 -38%
Goldman Sachs
21
Goldman Sachs
New York
$68.2M -$5.79M -76,446 -8%
Millennium Management
22
Millennium Management
New York
$66.2M +$20.2M +266,728 +41%
Wells Fargo
23
Wells Fargo
California
$64.2M +$2.28M +30,172 +4%
Charles Schwab
24
Charles Schwab
California
$58.8M +$981K +12,954 +2%
AQR Capital Management
25
AQR Capital Management
Connecticut
$56.8M +$18.7M +246,972 +45%
1
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WSM Hedge Fund Activity: Q1 2022 in Review

621 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2022, worth a combined $10B — down 17% from $12B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of WSM and 75 opened new positions — a net loss of 25 holders — while 216 trimmed existing stakes and 235 added.

The largest buyer was HS Management Partners, adding an estimated $95.5M. The largest seller was Select Equity Group, cutting an estimated $117M.

  • 621 institutional investors held Williams-Sonoma (WSM) as of Q1 2022, down from 651 in Q4 2021.
  • Funds reported $10B of Williams-Sonoma stock for Q1 2022, down 17% quarter-over-quarter.
  • 75 funds opened new Williams-Sonoma positions in Q1 2022 and 100 closed out, a net change of -25 holders.
  • The largest Williams-Sonoma buyer in Q1 2022 was HS Management Partners, an estimated $95.5M added.
  • The largest Williams-Sonoma seller in Q1 2022 was Select Equity Group, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2022.