Capital Research Global Investors Amends WSM Stake
Ticker: WSM · Form: SC 13G/A · Filed: 2024-02-09T00:00:00.000Z
Sentiment: neutral
Topics: institutional-ownership, amendment, equity-stake
TL;DR
**Capital Research Global Investors still holds a big chunk of Williams-Sonoma, showing continued institutional confidence.**
AI Summary
Capital Research Global Investors, a Delaware-based investment firm, filed an amended SC 13G/A on February 9, 2024, disclosing its ownership in Williams-Sonoma, Inc. As of December 29, 2023, the firm beneficially owned 3,364,277 shares of common stock, representing a significant stake in the home furnishings retailer. This filing indicates a notable institutional investor's continued interest and position in Williams-Sonoma, which can signal confidence to other investors.
Why It Matters
This filing shows a major institutional investor's updated position in Williams-Sonoma, indicating their current level of confidence in the company's future performance. For investors, this can be a signal of institutional sentiment towards the stock.
Risk Assessment
Risk Level: low — This filing is a routine update of an institutional ownership stake and does not introduce new significant risks.
Analyst Insight
Investors should note that a major institutional investor, Capital Research Global Investors, continues to hold a substantial position in Williams-Sonoma, Inc. This indicates ongoing institutional interest, which could be a positive signal, but further research into the reasons for their specific stake size and any changes from previous filings would be prudent.
Key Numbers
- 3,364,277 — Shares Beneficially Owned (This is the total number of Williams-Sonoma common stock shares Capital Research Global Investors beneficially owned as of December 29, 2023.)
- 3,356,934 — Sole Voting Power Shares (This represents the number of shares over which Capital Research Global Investors has sole voting power.)
- 0 — Shared Voting Power Shares (This indicates that Capital Research Global Investors has no shared voting power over Williams-Sonoma shares.)
- 3,364,277 — Sole Dispositive Power Shares (This is the number of shares over which Capital Research Global Investors has sole power to dispose of.)
- 0 — Shared Dispositive Power Shares (This indicates that Capital Research Global Investors has no shared dispositive power over Williams-Sonoma shares.)
Key Players & Entities
- Capital Research Global Investors (company) — the reporting person and institutional investor
- Williams-Sonoma, Inc. (company) — the subject company whose shares are being reported
- 3,364,277 (dollar_amount) — the aggregate number of shares beneficially owned by Capital Research Global Investors
- December 29, 2023 (date) — the date of the event which required the filing of this statement
- February 9, 2024 (date) — the filing date of the SC 13G/A amendment
Forward-Looking Statements
- Capital Research Global Investors will maintain a significant stake in Williams-Sonoma, Inc. through 2024. (Capital Research Global Investors) — medium confidence, target: 2024-12-31
FAQ
Who filed this SC 13G/A amendment regarding Williams-Sonoma, Inc.?
Capital Research Global Investors, a company organized in Delaware with IRS number 95-1411037, filed this SC 13G/A amendment.
What is the total number of Williams-Sonoma, Inc. shares beneficially owned by Capital Research Global Investors as reported in this filing?
As of December 29, 2023, Capital Research Global Investors beneficially owned an aggregate of 3,364,277 shares of Williams-Sonoma, Inc. Common Stock.
What was the 'Date of Event Which Requires Filing of this Statement' for this SC 13G/A?
The 'Date of Event Which Requires Filing of this Statement' was December 29, 2023, as stated on the cover page of the filing.
Does Capital Research Global Investors have shared voting or dispositive power over these shares?
No, the filing explicitly states that Capital Research Global Investors has 0 shares with shared voting power and 0 shares with shared dispositive power, indicating they hold sole voting and dispositive power over their reported shares.
What is the CUSIP number for Williams-Sonoma, Inc. Common Stock mentioned in the filing?
The CUSIP number for Williams-Sonoma, Inc. Common Stock is 969904101, as listed on the cover page of the Schedule 13G.
From the Filing
0001422848-24-000090.txt : 20240209 0001422848-24-000090.hdr.sgml : 20240209 20240209174906 ACCESSION NUMBER: 0001422848-24-000090 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: WILLIAMS SONOMA INC CENTRAL INDEX KEY: 0000719955 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-HOME FURNITURE, FURNISHINGS & EQUIPMENT STORES [5700] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 942203880 STATE OF INCORPORATION: CA FISCAL YEAR END: 0128 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-34724 FILM NUMBER: 24616498 BUSINESS ADDRESS: STREET 1: 3250 VAN NESS AVENUE CITY: SAN FRANCISCO STATE: CA ZIP: 94109 BUSINESS PHONE: 415-421-7900 MAIL ADDRESS: STREET 1: 3250 VAN NESS AVENUE CITY: SAN FRANCISCO STATE: CA ZIP: 94109 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Capital Research Global Investors CENTRAL INDEX KEY: 0001422848 ORGANIZATION NAME: IRS NUMBER: 951411037 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 333 SOUTH HOPE STREET STREET 2: 55TH FL CITY: LOS ANGELES STATE: CA ZIP: 90071 BUSINESS PHONE: 213-486-9200 MAIL ADDRESS: STREET 1: 333 SOUTH HOPE STREET STREET 2: 55TH FL CITY: LOS ANGELES STATE: CA ZIP: 90071 SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 11 ) * Williams-Sonoma, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 969904101 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 969904101 1. NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Capital Research Global Investors 95-1411037 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 3,356,934 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 3,364,277 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,364,277 Beneficial ownership disclaimed pursuant to Rule 13d-4 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.2% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer Williams-Sonoma, Inc. (b) Address of Issuer's Principal Executive Offices 3250 Van Ness Avenue, San Francisco, CA 94109 Item 2. (a) Name of Person Filing Capital Research Global Investors (b) Address of Principal Business Office or, if None, Residence 333 South Hope Street, 55th Fl, Los Angeles, CA 90071 (c) Citizenship N/A (d) Title of Class of Securities Common Stock (e) CUSIP Number 969904101 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as defined in Section 3(a)(19) of the A