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Williams-Sonoma

574 hedge funds and large institutions have $11.1B invested in Williams-Sonoma in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 66

3% more funds holding

Funds holding: 557574 (+17)

0.1% more ownership

Funds ownership: 186.12%186.22% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less call options, than puts

Call options by funds: $102M | Put options by funds: $107M

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

12% less capital invested

Capital invested by funds: $12.7B → $11.1B (-$1.55B)

Holders
574
Holders Change
+17
Holders Change %
+3.05%
% of All Funds
9.99%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
89
Increased
196
Reduced
211
Closed
66
Calls
$102M
Puts
$107M
Net Calls
-$5.17M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
526
Benjamin F. Edwards & Company
Missouri
$16K
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$16K
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$16K
HPC
529
HM Payson & Co
Maine
$16K
SN
530
Sittner & Nelson
Oregon
$16K
BFA
531
Brendel Financial Advisors
New Hampshire
$16K +$17K +200 New
HC
532
Hoese & Co
Minnesota
$16K +$17K +200 New
CAL
533
Capital Advisors Ltd
Ohio
$14K
ST
534
Smithfield Trust
Pennsylvania
$13K
CMF
535
Counterpoint Mutual Funds
California
$13K +$14.1K +166 New
Baillie Gifford & Co
536
Baillie Gifford & Co
United Kingdom
$12K
Nisa Investment Advisors
537
Nisa Investment Advisors
Missouri
$10.7K -$281K -3,300 -2%
ACA
538
Atlas Capital Advisors
Wyoming
$10.4K
SIS
539
Sound Income Strategies
Florida
$10K
First Manhattan
540
First Manhattan
New York
$10K +$7.49K +88 +220%
TAIM
541
TD Ameritrade Investment Management
Nebraska
$9K -$104K -1,218 -92%
GWS
542
Glassman Wealth Services
Virginia
$9K +$6.47K +76 +211%
PCG
543
Private Capital Group
Connecticut
$8K
SL
544
Savior LLC
Massachusetts
$8K
TSW
545
Thompson Siegel & Walmsley
Virginia
$8K +$8.34K +98 New
EARNEST Partners
546
EARNEST Partners
Georgia
$7K
AF
547
Allworth Financial
California
$6K
Jones Financial Companies
548
Jones Financial Companies
Missouri
$6K
SIC
549
Salem Investment Counselors
North Carolina
$6K
WAS
550
Winch Advisory Services
Wisconsin
$6K