Williams-Sonoma
679 hedge funds and large institutions have $12.7B invested in Williams-Sonoma in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 195 increasing their positions, 265 reducing their positions, and 47 closing their positions.
198% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 47
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
25% more capital invested
Capital invested by funds: $10.2B → $12.7B (+$2.55B)
14% more funds holding
Funds holding: 597 → 679 (+82)
7.56% less ownership
Funds ownership: 204.42% → 196.86% (-7.6%)
22% less call options, than puts
Call options by funds: $460M | Put options by funds: $591M
26% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 265
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$46M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$38.3M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$23.3M |
| 4 |
Millennium Management
New York
|
+$20M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$77.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$72.2M |
| 3 |
SCM
Steadfast Capital Management
New York
|
-$58.1M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$48.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$45.7M |
WSM Hedge Fund Activity: Q4 2023 in Review
679 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2023, worth a combined $12.7B — up 25% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new WSM positions and 47 closed out — a net gain of 93 holders — while 195 added to existing stakes and 265 trimmed.
The largest buyer was Invesco, adding an estimated $46M. The largest seller was Fidelity Investments, cutting an estimated $77.8M.
- 679 institutional investors held Williams-Sonoma (WSM) as of Q4 2023, up from 597 in Q3 2023.
- Funds reported $12.7B of Williams-Sonoma stock for Q4 2023, up 25% quarter-over-quarter.
- 140 funds opened new Williams-Sonoma positions in Q4 2023 and 47 closed out, a net change of +93 holders.
- The largest Williams-Sonoma buyer in Q4 2023 was Invesco, an estimated $46M added.
- The largest Williams-Sonoma seller in Q4 2023 was Fidelity Investments, an estimated $77.8M sold.
Based on aggregated 13F filings for Q4 2023.