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Williams-Sonoma

460 hedge funds and large institutions have $6.95B invested in Williams-Sonoma in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+22
Holders Change %
+5.02%
% of All Funds
9.31%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
71
Increased
132
Reduced
184
Closed
47
Calls
$92.8M
Puts
$84.9M
Net Calls
+$7.89M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
401
Plante Moran Financial Advisors
Michigan
$30K +$30K +668 New
HIA
402
Harbor Investment Advisory
Maryland
$28K
BCWM
403
Bartlett & Co Wealth Management
Ohio
$26.1K
BC
404
Bartlett & Co
Ohio
$26K
FHC
405
First Horizon Corporation
Tennessee
$26K +$26K +586 New
QCG
406
Quadrant Capital Group
Ohio
$25K -$5K -112 -17%
SPIA
407
Steward Partners Investment Advisory
New York
$25K
AIL
408
AGF Investments LLC
Ontario, Canada
$24K -$4.73K -104 -16%
PA
409
Parallel Advisors
California
$21K -$10.9K -244 -34%
FHA
410
Flagship Harbor Advisors
Massachusetts
$21K -$5.23K -116 -20%
CIA
411
CSat Investment Advisory
Michigan
$20K +$2.5K +54 +14%
PW
412
Price Wealth
Texas
$17K +$17K +382 New
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$16K
GAM
414
Gemmer Asset Management
California
$15K -$62.2K -1,376 -81%
LC
415
Lindbrook Capital
California
$10K -$603 -14 -6%
LWM
416
Liberty Wealth Management
California
$10K
WTC
417
WhitTier Trust Company
Nevada
$9K
HPC
418
HM Payson & Co
Maine
$9K
SIM
419
Sonora Investment Management
Arizona
$9K
CAW
420
Cornerstone Advisors (Washington)
Washington
$9K
PCG
421
Private Capital Group
Connecticut
$9K
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$9K
FRA
423
Front Row Advisors
California
$9K +$2.33K +42 +35%
CAL
424
Capital Advisors Ltd
Ohio
$8K
ST
425
Smithfield Trust
Pennsylvania
$7K +$7K +160 New