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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
FRA
551
Front Row Advisors
California
$5K -$4.59K -54 -44%
AWA
552
Arkadios Wealth Advisors
Georgia
$5K +$1.53K +18 +38%
LF
553
Lee Financial
Texas
$5K +$5.28K +62 New
MIM
554
Macroview Investment Management
Maryland
$4K -$681 -8 -14%
MCM
555
Manchester Capital Management
Vermont
$4K
RFA
556
Reilly Financial Advisors
California
$4K
TFO
557
Tarbox Family Office
California
$4K
EFSCE
558
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
TPCW
559
TD Private Client Wealth
New York
$2.55K -$288K -3,386 -99%
CA
560
Clearstead Advisors
Ohio
$2K -$10.2K -120 -83%
JCM
561
Jacobi Capital Management
Pennsylvania
$2K
VCM
562
Versant Capital Management
Arizona
$2K
VCM
563
Vigilant Capital Management
Maine
$2K
PFBT
564
Parkside Financial Bank & Trust
Missouri
$2K +$170 +2 +8%
AAP
565
Arax Advisory Partners
Colorado
$2K +$1.7K +20 New
LPWM
566
Lake Point Wealth Management
Texas
$2K +$1.7K +20 New
LSA
567
Leonteq Securities AG
Switzerland
$1.28K -$5.62K -66 -80%
MF
568
Magnetar Financial
Illinois
$1.04K +$1.11M +13,028 New
LIM
569
Longfellow Investment Management
Massachusetts
$1K
WT
570
Washington Trust
Rhode Island
$1K
GI
571
Gradient Investments
Minnesota
$1K +$681 +8 New
TFS
572
TrustCore Financial Services
Tennessee
$1K +$681 +8 New
SWA
573
Sutton Wealth Advisors
Florida
$958 +$1.02K +12 New
BBHC
574
Brown Brothers Harriman & Co
New York
$22
WIM
575
Westside Investment Management
California
$6