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Williams-Sonoma

611 hedge funds and large institutions have $7.6B invested in Williams-Sonoma in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 187 increasing their positions, 234 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
92
Increased
187
Reduced
234
Closed
84
Calls
$190M
Puts
$273M
Net Calls
-$83.2M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
351
Lindenwold Advisors
Pennsylvania
$553K -$25.4K -442 -4%
EGM
352
Engineers Gate Manager
New York
$550K +$550K +9,564 New
SIA
353
Strategic Investment Advisors
Michigan
$544K +$8.05K +140 +2%
AWAU
354
Alliance Wealth Advisors (Utah)
Utah
$543K +$543K +9,444 New
BTWM
355
Baker Tilly Wealth Management
Wisconsin
$541K -$24.7K -430 -4%
BC
356
Bridgefront Capital
Texas
$537K +$537K +9,342 New
LOAMS
357
Lombard Odier Asset Management (Switzerland)
Switzerland
$530K +$283K +4,926 +115%
BAM
358
Beaumont Asset Management
Texas
$525K +$525K +9,138 New
ONB
359
Old National Bancorp
Indiana
$524K +$524K +9,126 New
QC
360
Quadrature Capital
United Kingdom
$523K -$2.77M -48,232 -84%
TSWM
361
Triangle Securities Wealth Management
North Carolina
$517K -$473K -8,234 -48%
DADC
362
D.A. Davidson & Co
Montana
$506K +$506K +8,804 New
OQS
363
Occudo Quantitative Strategies
Florida
$506K +$506K +8,804 New
RA
364
RFG Advisory
Alabama
$468K -$83.7K -1,192 -15%
PAS
365
Park Avenue Securities
New York
$468K -$269K -4,678 -36%
PC
366
Prairiewood Capital
North Dakota
$465K -$8.39K -146 -2%
SCM
367
Schnieders Capital Management
California
$459K
Neuberger Berman Group
368
Neuberger Berman Group
New York
$445K -$175K -3,048 -28%
TCM
369
Tandem Capital Management
New Jersey
$432K
SAM
370
Silvercrest Asset Management
New York
$425K
NWMG
371
National Wealth Management Group
Ohio
$423K +$423K +7,366 New
MAM
372
Martingale Asset Management
Massachusetts
$412K -$886K -15,412 -68%
ACP
373
Aviance Capital Partners
Florida
$409K +$409K +7,124 New
FDS
374
First Dallas Securities
Texas
$407K -$152K -2,652 -27%
CNC
375
Canandaigua National Corp
New York
$407K -$460 -8 -0.1%