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Williams-Sonoma

603 hedge funds and large institutions have $8.03B invested in Williams-Sonoma in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 223 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
9.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
197
Reduced
223
Closed
66
Calls
$135M
Puts
$322M
Net Calls
-$187M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
CP
426
Camelot Portfolios
Ohio
$264K -$852 -14 -0.3%
API
427
Advisor Partners II
California
$263K +$15.1K +248 +6%
ETC
428
Exchange Traded Concepts
Oklahoma
$260K -$328K -5,388 -56%
FA
429
FDx Advisors
Illinois
$260K
VFA
430
Valeo Financial Advisors
Indiana
$260K +$260K +4,274 New
NVCHI
431
New Vernon Capital Holdings II
New Jersey
$259K +$1.7K +28 +0.7%
PCMC
432
Paragon Capital Management (Colorado)
Colorado
$258K -$1.83K -30 -0.7%
MA
433
McBroom & Associates
Nevada
$255K +$243 +4 +0.1%
PA
434
Pinnacle Associates
New York
$253K -$19.5K -320 -7%
SAM
435
Smithbridge Asset Management
Pennsylvania
$251K -$73.1K -1,200 -23%
LWAM
436
Legacy Wealth Asset Management
Minnesota
$250K -$2.07K -34 -0.8%
AOWM
437
Alpha Omega Wealth Management
Virginia
$248K
EWM
438
Empirical Wealth Management
Washington
$247K +$247K +4,066 New
PCM
439
Penserra Capital Management
California
$247K -$6.18K -102 -2%
EWA
440
Exencial Wealth Advisors
Oklahoma
$246K +$9.86K +162 +4%
NAMP
441
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$243K
WDA
442
Wendell David Associates
New Hampshire
$243K
EA
443
Emerald Advisers
Pennsylvania
$239K -$1.46K -24 -0.6%
CCIA
444
Campbell & Co Investment Adviser
Maryland
$237K +$237K +3,890 New
CTC
445
Central Trust Company
Missouri
$235K -$7.91K -130 -3%
V
446
Veritable
Delaware
$235K -$3.04K -50 -1%
APWM
447
Argonautica Private Wealth Management
Massachusetts
$235K -$187K -3,076 -44%
FCBT
448
First Citizens Bank & Trust
North Carolina
$235K -$74.9K -1,232 -24%
CWS
449
Confluence Wealth Services
Pennsylvania
$235K -$3.04K -50 -1%
ANTB
450
AMG National Trust Bank
Colorado
$231K