Williams-Sonoma
809 hedge funds and large institutions have $19.7B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 214 increasing their positions, 297 reducing their positions, and 51 closing their positions.
280% more first-time investments, than exits
New positions opened: 194 | Existing positions closed: 51
54% more capital invested
Capital invested by funds: $12.7B → $19.7B (+$6.92B)
53% more funds holding in top 10
Funds holding in top 10: 17 → 26 (+9)
19% more funds holding
Funds holding: 679 → 809 (+130)
2.84% less ownership
Funds ownership: 196.86% → 194.02% (-2.8%)
18% less call options, than puts
Call options by funds: $647M | Put options by funds: $785M
28% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 297
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$205M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$189M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$171M |
| 4 |
State Street
Boston,
Massachusetts
|
+$77.4M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGP
Leonard Green & Partners
Los Angeles,
California
|
-$371M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$235M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$162M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$146M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$113M |
WSM Hedge Fund Activity: Q1 2024 in Review
809 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2024, worth a combined $19.7B — up 54% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 194 funds opened new WSM positions and 51 closed out — a net gain of 143 holders — while 214 added to existing stakes and 297 trimmed.
The largest buyer was BlackRock, adding an estimated $205M. The largest seller was Leonard Green & Partners, cutting an estimated $371M.
- 809 institutional investors held Williams-Sonoma (WSM) as of Q1 2024, up from 679 in Q4 2023.
- Funds reported $19.7B of Williams-Sonoma stock for Q1 2024, up 54% quarter-over-quarter.
- 194 funds opened new Williams-Sonoma positions in Q1 2024 and 51 closed out, a net change of +143 holders.
- The largest Williams-Sonoma buyer in Q1 2024 was BlackRock, an estimated $205M added.
- The largest Williams-Sonoma seller in Q1 2024 was Leonard Green & Partners, an estimated $371M sold.
Based on aggregated 13F filings for Q1 2024.