Williams-Sonoma
614 hedge funds and large institutions have $7.61B invested in Williams-Sonoma in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 84 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 84
0% less funds holding
Funds holding: 617 → 614 (-3)
4% less capital invested
Capital invested by funds: $7.91B → $7.61B (-$301M)
1.99% less ownership
Funds ownership: 201.06% → 199.08% (-2%)
20% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 235
30% less call options, than puts
Call options by funds: $190M | Put options by funds: $273M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$79.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$28.6M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$28.4M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$26.3M |
| 5 |
Morgan Stanley
New York
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$101M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.6M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$33.3M |
| 4 |
Goldman Sachs
New York
|
-$32.6M |
| 5 |
D.E. Shaw & Co
New York
|
-$24.9M |
WSM Hedge Fund Activity: Q4 2022 in Review
614 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2022, worth a combined $7.61B — down 3.8% from $7.91B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new WSM positions and 84 closed out — a net gain of 8 holders — while 188 added to existing stakes and 235 trimmed.
The largest buyer was Vanguard Group, adding an estimated $79.8M. The largest seller was Citadel Advisors, cutting an estimated $101M.
- 614 institutional investors held Williams-Sonoma (WSM) as of Q4 2022, down from 617 in Q3 2022.
- Funds reported $7.61B of Williams-Sonoma stock for Q4 2022, down 3.8% quarter-over-quarter.
- 92 funds opened new Williams-Sonoma positions in Q4 2022 and 84 closed out, a net change of +8 holders.
- The largest Williams-Sonoma buyer in Q4 2022 was Vanguard Group, an estimated $79.8M added.
- The largest Williams-Sonoma seller in Q4 2022 was Citadel Advisors, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2022.