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Williams-Sonoma

595 hedge funds and large institutions have $12.4B invested in Williams-Sonoma in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 203 increasing their positions, 211 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+23
Holders Change %
+4.02%
% of All Funds
10.45%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
90
Increased
203
Reduced
211
Closed
59
Calls
$259M
Puts
$234M
Net Calls
+$24.9M
Net Calls Change
+$30M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
426
Pathstone Family Office
New Jersey
$374K +$533 +6 +0.1%
YWP
427
YorkBridge Wealth Partners
New York
$371K +$44.5K +502 +14%
OWA
428
One Wealth Advisors
California
$371K +$116K +1,308 +45%
CFG
429
Citizens Financial Group
Rhode Island
$364K +$364K +4,106 New
AOWM
430
Alpha Omega Wealth Management
Virginia
$362K -$25.7K -290 -7%
WG
431
Winton Group
United Kingdom
$361K +$54.5K +614 +18%
NAMP
432
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$355K
WDA
433
Wendell David Associates
New Hampshire
$355K
TWM
434
TriaGen Wealth Management
California
$353K
BA
435
Birinyi Associates
Connecticut
$337K -$97.6K -1,100 -22%
IFWM
436
Institute for Wealth Management
Colorado
$334K -$8.52K -96 -2%
Cetera Investment Advisers
437
Cetera Investment Advisers
Illinois
$333K +$34.1K +384 +11%
CT
438
Chicago Trust
Illinois
$331K
S
439
SignatureFD
Georgia
$327K +$38.1K +430 +13%
Impax Asset Management Group
440
Impax Asset Management Group
United Kingdom
$326K
FP
441
Foundry Partners
Minnesota
$321K -$72.3K -816 -18%
VDI
442
Vaughan David Investments
Illinois
$319K
LFASL
443
Lugano Financial Advisors SA (LFA)
Switzerland
$315K
GT
444
Greenleaf Trust
Michigan
$309K +$4.78K +54 +2%
OFG
445
OmniStar Financial Group
North Carolina
$305K +$305K +3,450 New
CCP
446
Corient Capital Partners
California
$301K +$21.1K +238 +8%
BAM
447
Blueshift Asset Management
New Jersey
$293K -$37.8K -426 -11%
IC
448
IEQ Capital
California
$289K +$289K +3,266 New
DT
449
Diversified Trust
Tennessee
$286K +$5.5K +62 +2%
SBH
450
Segall Bryant & Hamill
Illinois
$285K