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Williams-Sonoma

649 hedge funds and large institutions have $12B invested in Williams-Sonoma in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 214 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+54
Holders Change %
+9.08%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
132
Increased
214
Reduced
218
Closed
70
Calls
$226M
Puts
$226M
Net Calls
+$7K
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
501
J.W. Cole Advisors
Florida
$255K +$255K +3,016 New
SSG
502
Summit Securities Group
New York
$254K +$254K +3,000 New
AIM
503
Anchor Investment Management
South Carolina
$251K +$17.8K +210 +8%
TA
504
TFG Advisers
Michigan
$251K +$251K +2,970 New
VAFP
505
Vahanian & Associates Financial Planning
New York
$249K +$249K +2,940 New
NICM
506
Neo Ivy Capital Management
New York
$247K -$557K -6,586 -69%
EMFAT
507
Emerald Mutual Fund Advisers Trust
Pennsylvania
$244K +$52.3K +620 +27%
CWM
508
Cahaba Wealth Management
Georgia
$242K +$8.47K +100 +4%
AF
509
Advisornet Financial
Minnesota
$238K -$7.45K -88 -3%
AWM
510
Avior Wealth Management
Nebraska
$238K
6M
511
6 Meridian
Kansas
$237K +$506 +6 +0.2%
ASN
512
Advisory Services Network
Georgia
$237K +$237K +2,794 New
BRC
513
Bell Rock Capital
Delaware
$236K +$236K +2,846 New
WA
514
Wambolt & Associates
Colorado
$228K
TCM
515
Teza Capital Management
Illinois
$226K +$16.2K +192 +8%
BI
516
Berkeley Inc
Idaho
$225K +$225K +2,664 New
IAA
517
Independent Advisor Alliance
North Carolina
$225K -$9.99K -118 -4%
AWM
518
Absher Wealth Management
North Carolina
$224K -$4.22K -50 -2%
Boston Partners
519
Boston Partners
Massachusetts
$221K -$37.9K -448 -15%
DADC
520
D.A. Davidson & Co
Montana
$221K
AT
521
American Trust
Kentucky
$220K +$220K +2,606 New
ETM
522
Euclidean Technologies Management
Washington
$216K
IRF
523
IBM Retirement Fund
New York
$212K -$150K -1,776 -41%
FFM
524
Forum Financial Management
Illinois
$210K +$210K +2,478 New
GT
525
Glenview Trust
Kentucky
$210K +$210K +2,482 New