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Williams-Sonoma

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
301
Davenport & Co
Virginia
$989K +$358K +5,890 +57%
AW
302
Alaethes Wealth
Nevada
$988K +$67.6K +1,112 +7%
KAS
303
Kestra Advisory Services
Texas
$980K -$450K -7,390 -31%
TM
304
Triatomic Management
California
$973K
Aviva
305
Aviva
United Kingdom
$959K -$88.9K -1,462 -8%
PAMS
306
Pictet Asset Management (Switzerland)
Switzerland
$954K
Cerity Partners
307
Cerity Partners
New York
$947K +$7.42K +122 +0.8%
SDAM
308
Shulman DeMeo Asset Management
New York
$944K +$243 +4 +0%
SP
309
Symmetry Partners
Connecticut
$927K -$183K -3,000 -16%
GI
310
GS Investments
Minnesota
$922K -$10.9K -180 -1%
Creative Planning
311
Creative Planning
Kansas
$910K +$173K +2,840 +23%
VWM
312
Venturi Wealth Management
Texas
$907K -$61.4K -1,010 -6%
MML Investors Services
313
MML Investors Services
Massachusetts
$904K -$393K -6,468 -30%
LB
314
Legacy Bridge
Iowa
$894K +$12.2K +200 +1%
Truist Financial
315
Truist Financial
North Carolina
$866K +$79.6K +1,308 +10%
RHAM
316
Round Hill Asset Management
California
$862K +$862K +14,168 New
MYIA
317
Mount Yale Investment Advisors
Colorado
$842K +$39.5K +650 +5%
RA
318
Royce & Associates
New York
$841K +$841K +13,830 New
SLWA
319
San Luis Wealth Advisors
California
$813K +$813K +13,372 New
GIA
320
GHP Investment Advisors
Colorado
$787K +$51.5K +846 +7%
TPW
321
Transatlantique Private Wealth
New York
$784K +$45.7K +752 +6%
DIA
322
Dana Investment Advisors
Wisconsin
$779K +$61.4K +1,010 +9%
SG Americas Securities
323
SG Americas Securities
New York
$778K +$654K +10,744 +526%
FB
324
Fulton Bank
Pennsylvania
$756K -$529K -8,692 -41%
Prudential Financial
325
Prudential Financial
New Jersey
$752K +$3.72K +66 +0.5%