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Williams-Sonoma

572 hedge funds and large institutions have $11.1B invested in Williams-Sonoma in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 196 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+18
Holders Change %
+3.25%
% of All Funds
9.99%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
89
Increased
196
Reduced
210
Closed
65
Calls
$102M
Puts
$107M
Net Calls
-$5.17M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
401
FDx Advisors
Illinois
$368K +$20.3K +254 +6%
Luther King Capital Management (LKCM)
402
Luther King Capital Management (LKCM)
Texas
$367K
KAS
403
Kestra Advisory Services
Texas
$366K -$238K -2,976 -39%
CIG
404
Cairn Investment Group
Washington
$358K -$47.8K -600 -12%
FP
405
Foundry Partners
Minnesota
$354K
ANTB
406
AMG National Trust Bank
Colorado
$351K
HSA
407
HBK Sorce Advisory
Pennsylvania
$351K +$118K +1,472 +50%
AOWM
408
Alpha Omega Wealth Management
Virginia
$349K -$5.59K -70 -2%
BMCM
409
Burns Matteson Capital Management
New York
$348K +$59.4K +744 +21%
IRF
410
IBM Retirement Fund
New York
$342K -$84.2K -1,054 -20%
BAM
411
Belpointe Asset Management
Nevada
$340K +$216K +2,706 +175%
WBC
412
Westpac Banking Corp
Australia
$335K +$176K +2,200 +110%
PFO
413
Pathstone Family Office
New Jersey
$335K -$210K -2,638 -39%
WS
414
Wedbush Securities
California
$334K +$65.4K +820 +24%
RC
415
RegentAtlantic Capital
New Jersey
$326K +$326K +4,086 New
WDA
416
Wendell David Associates
New Hampshire
$319K
NAMP
417
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$319K
ECM
418
ExodusPoint Capital Management
New York
$309K +$309K +3,876 New
IFWM
419
Institute for Wealth Management
Colorado
$308K -$134K -1,678 -30%
FIM
420
Freedom Investment Management
Connecticut
$305K -$9.91K -124 -3%
PG
421
Pendal Group
Australia
$303K -$95.7K -1,200 -24%
TWM
422
TriaGen Wealth Management
California
$302K -$909 -12 -0.3%
CT
423
Chicago Trust
Illinois
$298K +$298K +3,724 New
BAM
424
Blueshift Asset Management
New Jersey
$298K +$298K +3,732 New
AIM
425
Aspen Investment Management
Michigan
$297K +$297K +3,724 New