Williams-Sonoma
823 hedge funds and large institutions have $17.6B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 265 increasing their positions, 330 reducing their positions, and 87 closing their positions.
30% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 87
2% more funds holding
Funds holding: 809 → 823 (+14)
0% more capital inflows, than outflows
Capital inflows: $1.99B | Capital outflows: $1.98B
0.39% less ownership
Funds ownership: 97.01% → 96.62% (-0.39%)
20% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 330
28% less call options, than puts
Call options by funds: $288M | Put options by funds: $401M
31% less funds holding in top 10
Funds holding in top 10: 26 → 18 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$264M |
| 2 |
Renaissance Technologies
New York
|
+$96.4M |
| 3 |
Amundi
Paris,
France
|
+$85.1M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$69.1M |
| 5 |
D.E. Shaw & Co
New York
|
+$68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$567M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$389M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$119M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$91.6M |
| 5 |
Goldman Sachs
New York
|
-$46M |
WSM Hedge Fund Activity: Q2 2024 in Review
823 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2024, worth a combined $17.6B — down 11% from $19.7B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new WSM positions and 87 closed out — a net gain of 26 holders — while 265 added to existing stakes and 330 trimmed.
The largest buyer was BlackRock, adding an estimated $264M. The largest seller was Capital Research Global Investors, cutting an estimated $567M.
- 823 institutional investors held Williams-Sonoma (WSM) as of Q2 2024, up from 809 in Q1 2024.
- Funds reported $17.6B of Williams-Sonoma stock for Q2 2024, down 11% quarter-over-quarter.
- 113 funds opened new Williams-Sonoma positions in Q2 2024 and 87 closed out, a net change of +26 holders.
- The largest Williams-Sonoma buyer in Q2 2024 was BlackRock, an estimated $264M added.
- The largest Williams-Sonoma seller in Q2 2024 was Capital Research Global Investors, an estimated $567M sold.
Based on aggregated 13F filings for Q2 2024.