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Williams-Sonoma

649 hedge funds and large institutions have $12B invested in Williams-Sonoma in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 214 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+54
Holders Change %
+9.08%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
132
Increased
214
Reduced
218
Closed
70
Calls
$226M
Puts
$226M
Net Calls
+$7K
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
326
Apollon Wealth Management
South Carolina
$1.1M +$1.1M +24,158 New
SEI Investments
327
SEI Investments
Pennsylvania
$1.09M -$286K -3,382 -21%
CAM
328
Covenant Asset Management
New Jersey
$1.09M
BJL
329
Brighton Jones LLC
Washington
$1.09M +$8.12K +96 +0.8%
SIC
330
Salem Investment Counselors
North Carolina
$1.07M +$1.07M +12,600 +15,750%
AFA
331
Abacus FCF Advisors
Florida
$1.07M
IIM
332
Ironwood Investment Management
Massachusetts
$1.06M +$28.1K +332 +3%
BA
333
Bivin & Associates
Oklahoma
$1.06M +$1.06M +12,484 New
AGM
334
Alpine Global Management
New York
$1.04M +$1.04M +12,308 New
AC
335
Asio Capital
Kentucky
$1.03M +$1.03M +12,222 New
ACP
336
Ashfield Capital Partners
California
$1.03M
NSIM
337
North Star Investment Management
Illinois
$1.01M
MWM
338
MorganRosel Wealth Management
Colorado
$1M +$36.7K +434 +4%
MSRPS
339
Maryland State Retirement & Pension System
Maryland
$994K
AG
340
Algert Global
California
$948K
SGAM
341
Smith Group Asset Management
Texas
$933K -$158K -1,866 -14%
EAM
342
Eukles Asset Management
Ohio
$926K +$676 +8 +0.1%
FDS
343
First Dallas Securities
Texas
$923K +$212K +2,512 +30%
BTWM
344
Baker Tilly Wealth Management
Wisconsin
$917K +$167K +1,974 +22%
Creative Planning
345
Creative Planning
Kansas
$915K +$22.2K +262 +2%
BSB
346
Bangor Savings Bank
Maine
$914K +$63.4K +750 +7%
EF
347
Empirical Finance
Pennsylvania
$909K -$554K -6,554 -38%
DC
348
Davenport & Co
Virginia
$899K
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$892K +$26.7K +316 +3%
FWIA
350
Fort Washington Investment Advisors
Ohio
$887K