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Williams-Sonoma

595 hedge funds and large institutions have $12.4B invested in Williams-Sonoma in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 203 increasing their positions, 211 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+23
Holders Change %
+4.02%
% of All Funds
10.45%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
90
Increased
203
Reduced
211
Closed
59
Calls
$259M
Puts
$234M
Net Calls
+$24.9M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
376
Lido Advisors
California
$629K +$142K +1,600 +29%
GIA
377
GHP Investment Advisors
Colorado
$629K +$629K +7,098 New
FCBT
378
First Citizens Bank & Trust
North Carolina
$627K +$28.7K +324 +5%
HIMCH
379
Hartford Investment Management Co (HIMCO)
Connecticut
$603K
IC
380
Intersect Capital
California
$598K +$147K +1,652 +32%
WAM
381
World Asset Management
Michigan
$575K -$28.5K -322 -5%
MVA
382
Mount Vernon Associates
Maryland
$572K -$35.5K -400 -6%
P
383
Pitcairn
Pennsylvania
$558K +$306K +3,452 +121%
PAG
384
Private Advisor Group
New Jersey
$555K -$685K -7,732 -55%
YIH
385
Y-Intercept (HK)
Hong Kong
$553K -$150K -1,692 -21%
KAS
386
Kestra Advisory Services
Texas
$550K +$144K +1,620 +35%
CIBC Asset Management
387
CIBC Asset Management
Ontario, Canada
$547K +$547K +6,170 New
NL
388
Navalign LLC
California
$541K -$40.1K -452 -7%
AGA
389
Accuvest Global Advisors
Utah
$537K +$537K +5,600 New
OPW
390
Oxler Private Wealth
New York
$531K +$531K +6,000 New
PP
391
Patten & Patten
Tennessee
$524K
SF
392
Synovus Financial
Georgia
$514K -$264K -2,970 -34%
RFC
393
Regions Financial Corp
Alabama
$512K -$30.7K -346 -6%
Bank of Nova Scotia
394
Bank of Nova Scotia
Ontario, Canada
$508K +$508K +5,726 New
WBC
395
Westpac Banking Corp
Australia
$507K +$134K +1,514 +36%
BMCM
396
Burns Matteson Capital Management
New York
$505K +$118K +1,334 +31%
RWM
397
Ritholtz Wealth Management
New York
$501K +$197K +2,218 +65%
RA
398
Rational Advisors
New York
$497K +$497K +5,600 New
CTC
399
Central Trust Company
Missouri
$488K +$304K +3,428 +165%
IB
400
Intrust Bank
Kansas
$460K +$30.3K +342 +7%