WSM icon

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 %
Brown Advisory
426
Brown Advisory
Maryland
$295K
Impax Asset Management Group
427
Impax Asset Management Group
United Kingdom
$294K -$7.19M -90,000 -96%
YWP
428
YorkBridge Wealth Partners
New York
$294K -$198K -2,482 -40%
MSA
429
Marino Stram & Associates
Massachusetts
$294K +$294K +3,684 New
FRM
430
Fox Run Management
Connecticut
$289K +$289K +3,618 New
NICM
431
Neo Ivy Capital Management
New York
$289K +$289K +3,626 New
VDI
432
Vaughan David Investments
Illinois
$287K
LFASL
433
Lugano Financial Advisors SA (LFA)
Switzerland
$283K
Boston Partners
434
Boston Partners
Massachusetts
$282K -$91.9M -1,152,750 -100%
PI
435
PEAK6 Investments
Illinois
$281K +$281K +3,514 New
VPIM
436
Vanguard Personalized Indexing Management
California
$278K +$49.8K +624 +22%
WG
437
Winton Group
United Kingdom
$276K -$492K -6,164 -64%
B
438
Bailard
California
$276K +$276K +3,460 New
GT
439
Greenleaf Trust
Michigan
$274K +$1.92K +24 +0.7%
RWM
440
Ritholtz Wealth Management
New York
$274K +$274K +3,432 New
Cetera Investment Advisers
441
Cetera Investment Advisers
Illinois
$269K +$23.2K +290 +9%
S
442
SignatureFD
Georgia
$260K -$1.12K -14 -0.4%
EVM
443
Eaton Vance Management
Massachusetts
$258K +$49.9K +624 +24%
SBH
444
Segall Bryant & Hamill
Illinois
$257K
DT
445
Diversified Trust
Tennessee
$252K -$128K -1,600 -34%
CCP
446
Corient Capital Partners
California
$252K +$30.4K +382 +14%
KB
447
Kimelman & Baird
New York
$251K +$251K +3,146 New
BDF
448
Balasa Dinverno & Foltz
$251K +$251K +3,148 New
SW
449
SkyOak Wealth
Michigan
$231K -$9.59K -120 -4%
BCM
450
BTC Capital Management
Iowa
$230K -$308K -3,876 -57%