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Williams-Sonoma

366 hedge funds and large institutions have $4.38B invested in Williams-Sonoma in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9.94% more ownership

Funds ownership: 196.32%206.26% (+9.9%)

6% more capital invested

Capital invested by funds: $4.12B → $4.38B (+$252M)

7% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 129

6% more call options, than puts

Call options by funds: $93.3M | Put options by funds: $88.3M

3% less funds holding

Funds holding: 376366 (-10)

13% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 61

Holders
366
Holders Change
-10
Holders Change %
-2.66%
% of All Funds
9.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
53
Increased
138
Reduced
129
Closed
61
Calls
$93.3M
Puts
$88.3M
Net Calls
+$5.01M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DPA
426
Delphi Private Advisors
California
-$1K -26 Closed
LWCFA
427
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
+$930 +40 New