Williams-Sonoma
608 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 65 closing their positions.
6% more capital invested
Capital invested by funds: $7.61B → $8.03B (+$425M)
1.35% more ownership
Funds ownership: 199.08% → 200.43% (+1.4%)
5% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 65
1% less funds holding
Funds holding: 614 → 608 (-6)
12% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 223
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
58% less call options, than puts
Call options by funds: $135M | Put options by funds: $322M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$121M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$87.1M |
| 3 |
SCM
Steadfast Capital Management
New York
|
+$52.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.6M |
| 5 |
Renaissance Technologies
New York
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$173M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$95.3M |
| 3 |
HMP
HS Management Partners
New York
|
-$59.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$28.3M |
| 5 |
Barclays
London,
United Kingdom
|
-$25.7M |
WSM Hedge Fund Activity: Q1 2023 in Review
608 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2023, worth a combined $8.03B — up 5.6% from $7.61B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new WSM positions and 65 closed out — a net gain of 3 holders — while 197 added to existing stakes and 223 trimmed.
The largest buyer was Charles Schwab, adding an estimated $121M. The largest seller was First Trust Advisors, cutting an estimated $173M.
- 608 institutional investors held Williams-Sonoma (WSM) as of Q1 2023, down from 614 in Q4 2022.
- Funds reported $8.03B of Williams-Sonoma stock for Q1 2023, up 5.6% quarter-over-quarter.
- 68 funds opened new Williams-Sonoma positions in Q1 2023 and 65 closed out, a net change of +3 holders.
- The largest Williams-Sonoma buyer in Q1 2023 was Charles Schwab, an estimated $121M added.
- The largest Williams-Sonoma seller in Q1 2023 was First Trust Advisors, an estimated $173M sold.
Based on aggregated 13F filings for Q1 2023.