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Williams-Sonoma

439 hedge funds and large institutions have $5.66B invested in Williams-Sonoma in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+28
Holders Change %
+6.81%
% of All Funds
8.67%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.1%
New
75
Increased
126
Reduced
159
Closed
40
Calls
$60.6M
Puts
$42.2M
Net Calls
+$18.4M
Net Calls Change
-$7.81M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
351
Absher Wealth Management
North Carolina
$202K +$202K +5,404 New
SWMG
352
Signature Wealth Management Group
Georgia
$201K +$201K +5,466 New
LTFS
353
Ladenburg Thalmann Financial Services
Florida
$181K -$12.3K -338 -6%
RIA
354
Realta Investment Advisors
Delaware
$150K -$51.2K -1,482 -25%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$128K -$13.2K -360 -9%
PHK
356
Point72 Hong Kong
Hong Kong
$126K -$35.4K -966 -22%
CG
357
Cutler Group
California
$115K +$115K +3,144 New
FIB
358
First Interstate Bank
Montana
$110K
AF
359
Advisornet Financial
Minnesota
$104K +$51.3K +1,392 +97%
FMT
360
First Mercantile Trust
Tennessee
$102K +$61.3K +1,674 +151%
OIA
361
Optimum Investment Advisors
Illinois
$95K
JPLA
362
Joseph P. Lucia & Associates
New York
$95K +$21.9K +600 +30%
PCM
363
Penserra Capital Management
California
$92K +$25.4K +724 +38%
QCG
364
Quadrant Capital Group
Ohio
$88K +$209 +6 +0.2%
HDIM
365
Hanson & Doremus Investment Management
Vermont
$82K
APA
366
American Portfolios Advisors
New York
$80.2K -$882 -24 -1%
AIM
367
Anchor Investment Management
South Carolina
$74.9K
KPW
368
Kore Private Wealth
New York
$73K +$73K +2,000 New
GWM
369
Geneos Wealth Management
Colorado
$72K +$361 +10 +0.5%
Bessemer Group
370
Bessemer Group
New Jersey
$68K -$220K -5,952 -76%
CTC
371
Central Trust Company
Missouri
$68K
Northwestern Mutual Wealth Management
372
Northwestern Mutual Wealth Management
Wisconsin
$63K -$97.6K -2,664 -61%
CWP
373
CFM Wealth Partners
Texas
$57K +$57K +1,490 New
PB
374
Pinnacle Bancorp
Nebraska
$53K
CCM
375
Covington Capital Management
California
$48K