Williams-Sonoma
597 hedge funds and large institutions have $10.2B invested in Williams-Sonoma in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 181 increasing their positions, 248 reducing their positions, and 62 closing their positions.
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
31% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 62
26% more capital invested
Capital invested by funds: $8.06B → $10.2B (+$2.12B)
3.79% more ownership
Funds ownership: 200.62% → 204.42% (+3.8%)
2% more funds holding
Funds holding: 586 → 597 (+11)
1% less call options, than puts
Call options by funds: $364M | Put options by funds: $368M
27% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 248
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGP
Leonard Green & Partners
Los Angeles,
California
|
+$442M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$63M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$42.8M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$38.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$63.6M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$60.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$57.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$42M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$40.4M |
WSM Hedge Fund Activity: Q3 2023 in Review
597 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q3 2023, worth a combined $10.2B — up 26% from $8.06B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new WSM positions and 62 closed out — a net gain of 19 holders — while 181 added to existing stakes and 248 trimmed.
The largest buyer was Leonard Green & Partners, opening a new position worth an estimated $442M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $63.6M sold.
- 597 institutional investors held Williams-Sonoma (WSM) as of Q3 2023, up from 586 in Q2 2023.
- Funds reported $10.2B of Williams-Sonoma stock for Q3 2023, up 26% quarter-over-quarter.
- 81 funds opened new Williams-Sonoma positions in Q3 2023 and 62 closed out, a net change of +19 holders.
- The largest Williams-Sonoma buyer in Q3 2023 was Leonard Green & Partners, an estimated $442M added.
- The largest Williams-Sonoma seller in Q3 2023 was Point72 Asset Management, an estimated $63.6M sold.
Based on aggregated 13F filings for Q3 2023.