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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 %
CW
451
CreativeOne Wealth
Kansas
$230K +$230K +3,778 New
SW
452
SkyOak Wealth
Michigan
$230K +$230K +3,778 New
ECM
453
Evergreen Capital Management
Washington
$228K +$228K +3,742 New
CIBC Asset Management
454
CIBC Asset Management
Ontario, Canada
$227K +$4.62K +76 +2%
S
455
SignatureFD
Georgia
$225K -$10.8K -178 -5%
AWM
456
Absher Wealth Management
North Carolina
$224K +$6.08K +100 +3%
JGC
457
J. Goldman & Co
New York
$224K +$224K +3,676 New
GT
458
Glenview Trust
Kentucky
$223K -$111K -1,820 -33%
JWM
459
Jeppson Wealth Management
California
$222K +$3.29K +54 +2%
IFWM
460
Institute for Wealth Management
Colorado
$221K
Cetera Investment Advisers
461
Cetera Investment Advisers
Illinois
$220K -$18.6K -306 -8%
VDI
462
Vaughan David Investments
Illinois
$219K
WAG
463
Wallace Advisory Group
California
$210K +$210K +3,448 New
Asset Management One
464
Asset Management One
Japan
$203K +$203K +3,336 New
I
465
InceptionR
California
$200K -$82.4K -1,354 -29%
CI Investments Inc
466
CI Investments Inc
Ontario, Canada
$198K +$975 +16 +0.5%
BAM
467
Belpointe Asset Management
Nevada
$193K +$7.18K +118 +4%
BBHC
468
Brown Brothers Harriman & Co
New York
$192K +$3.53K +58 +2%
LFASL
469
Lugano Financial Advisors SA (LFA)
Switzerland
$185K -$30.9K -508 -14%
TRCT
470
Tower Research Capital (TRC)
New York
$172K -$180K -2,958 -51%
DADC
471
D.A. Davidson & Co
Montana
$171K -$365K -6,000 -68%
CB
472
Centennial Bank
Arkansas
$153K
PK
473
Pflug Koory
Nebraska
$144K +$3.04K +50 +2%
BSB
474
Bangor Savings Bank
Maine
$140K -$753K -12,380 -84%
SSC
475
Syverson Strege & Co
Iowa
$139K +$852 +14 +0.6%