Williams-Sonoma
WSM
586 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 236 reducing their positions, and 93 closing their positions.
0.82% more ownership
Funds ownership: 200.42% → 201.23% (+0.82%)
0% more capital invested
Capital invested by funds: $8.03B → $8.06B (+$34.6M)
3% less funds holding
Funds holding: 606 → 586 (-20)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
15% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 93
20% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 236
32% less call options, than puts
Call options by funds: $114M | Put options by funds: $168M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
| 2 |
Holocene Advisors
New York
|
+$53.8M |
| 3 |
Jane Street
New York
|
+$24.5M |
| 4 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$17.9M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$49.6M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$47.5M |
| 3 |
Millennium Management
New York
|
-$42.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$40.5M |
| 5 |
Goldman Sachs
New York
|
-$31.9M |
WSM Hedge Fund Activity: Q2 2023 in Review
586 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2023, worth a combined $8.06B — up 0.43% from $8.03B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of WSM and 79 opened new positions — a net loss of 14 holders — while 236 trimmed existing stakes and 189 added.
The largest buyer was Fidelity Investments, adding an estimated $130M. The largest seller was Congress Asset Management, cutting an estimated $49.6M.
- 586 institutional investors held Williams-Sonoma (WSM) as of Q2 2023, down from 606 in Q1 2023.
- Funds reported $8.06B of Williams-Sonoma stock for Q2 2023, up 0.43% quarter-over-quarter.
- 79 funds opened new Williams-Sonoma positions in Q2 2023 and 93 closed out, a net change of -14 holders.
- The largest Williams-Sonoma buyer in Q2 2023 was Fidelity Investments, an estimated $130M added.
- The largest Williams-Sonoma seller in Q2 2023 was Congress Asset Management, an estimated $49.6M sold.
Based on aggregated 13F filings for Q2 2023.