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Williams-Sonoma

435 hedge funds and large institutions have $5.84B invested in Williams-Sonoma in 2018 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 147 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+14
Holders Change %
+3.33%
% of All Funds
9.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
56
Increased
147
Reduced
154
Closed
40
Calls
$152M
Puts
$162M
Net Calls
-$10.1M
Net Calls Change
+$52.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OFW
401
Omnia Family Wealth
Florida
$14K
MYIA
402
Mount Yale Investment Advisors
Colorado
$14K
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$14K +$14K +430 New
Macquarie Group
404
Macquarie Group
Australia
$13K -$52K -1,600 -80%
QCG
405
Quadrant Capital Group
Ohio
$11K
PCP
406
Proficio Capital Partners
Massachusetts
$11K
FANJ
407
Financial Architects (New Jersey)
New Jersey
$10K
WAM
408
Wealthspire Advisors (Maryland)
Maryland
$10K +$68 +2 +0.7%
FCFS
409
First Command Financial Services
Texas
$8K
GAM
410
Gemmer Asset Management
California
$8K
FCB
411
First Command Bank
Texas
$8K
TCOV
412
Trust Company of Vermont
Vermont
$7K
CFGS
413
Concourse Financial Group Securities
Alabama
$7K +$7K +200 New
JGIA
414
Jackson Grant Investment Advisers
Connecticut
$7K +$7K +220 New
ASN
415
Advisory Services Network
Georgia
$6K
PCG
416
Private Capital Group
Connecticut
$6K +$6K +198 New
CFD
417
Creative Financial Designs
Indiana
$5K
OSNBOA
418
Old Second National Bank of Aurora
Illinois
$5K
Toronto Dominion Bank
419
Toronto Dominion Bank
Ontario, Canada
$5K +$1.92K +60 +63%
JA
420
JOYN Advisors
Georgia
$5K +$2.76K +86 +123%
VFA
421
Valeo Financial Advisors
Indiana
$4K
SWP
422
Stratos Wealth Partners
Ohio
$4K +$4K +126 New
AF
423
Allworth Financial
California
$3K
FHA
424
First Horizon Advisors
Tennessee
$3K
EARNEST Partners
425
EARNEST Partners
Georgia
$3K