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Williams-Sonoma

611 hedge funds and large institutions have $7.6B invested in Williams-Sonoma in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 187 increasing their positions, 234 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
92
Increased
187
Reduced
234
Closed
84
Calls
$190M
Puts
$273M
Net Calls
-$83.2M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
426
FDx Advisors
Illinois
$260K +$50.9K +886 +24%
NGA
427
Naples Global Advisors
Florida
$259K
PA
428
Pinnacle Associates
New York
$258K -$32.2K -560 -11%
TA
429
TFG Advisers
Michigan
$255K +$18.5K +322 +8%
CFG
430
Cooper Financial Group
California
$254K -$46.8K -814 -16%
AA
431
ALPS Advisors
Colorado
$252K -$1.38K -24 -0.5%
CP
432
Camelot Portfolios
Ohio
$251K +$251K +4,360 New
PCMC
433
Paragon Capital Management (Colorado)
Colorado
$246K
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$244K +$26.8K +466 +12%
NVCHI
435
New Vernon Capital Holdings II
New Jersey
$243K +$31.1K +542 +15%
MA
436
McBroom & Associates
Nevada
$240K
PCM
437
Penserra Capital Management
California
$240K -$82.9K -1,444 -26%
LWAM
438
Legacy Wealth Asset Management
Minnesota
$238K -$57.1K -994 -19%
AOWM
439
Alpha Omega Wealth Management
Virginia
$234K
API
440
Advisor Partners II
California
$234K +$7.47K +130 +3%
WDA
441
Wendell David Associates
New Hampshire
$230K
Marshall Wace
442
Marshall Wace
United Kingdom
$230K -$16M -279,072 -99%
CTC
443
Central Trust Company
Missouri
$230K
NAMP
444
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$230K
CAM
445
Covenant Asset Management
New Jersey
$229K -$467K -8,132 -67%
CAG
446
Csenge Advisory Group
Florida
$228K +$17K +296 +8%
EA
447
Emerald Advisers
Pennsylvania
$227K -$124K -2,156 -35%
GCA
448
Greenwood Capital Associates
South Carolina
$227K -$52.3K -910 -19%
Cetera Investment Advisers
449
Cetera Investment Advisers
Illinois
$226K +$226K +3,926 New
V
450
Veritable
Delaware
$225K +$225K +3,916 New