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Williams-Sonoma

572 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, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+18
Holders Change %
+3.25%
% 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
210
Closed
65
Calls
$102M
Puts
$107M
Net Calls
-$5.17M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
551
Arkadios Wealth Advisors
Georgia
$5K +$1.36K +18 +38%
LF
552
Lee Financial
Texas
$5K +$5K +62 New
MIM
553
Macroview Investment Management
Maryland
$4K -$640 -8 -14%
RFA
554
Reilly Financial Advisors
California
$4K
TFO
555
Tarbox Family Office
California
$4K
MCM
556
Manchester Capital Management
Vermont
$4K
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
TPCW
558
TD Private Client Wealth
New York
$2.55K -$270K -3,386 -99%
CA
559
Clearstead Advisors
Ohio
$2K -$10K -120 -83%
JCM
560
Jacobi Capital Management
Pennsylvania
$2K
VCM
561
Vigilant Capital Management
Maine
$2K
VCM
562
Versant Capital Management
Arizona
$2K
PFBT
563
Parkside Financial Bank & Trust
Missouri
$2K +$154 +2 +8%
LPWM
564
Lake Point Wealth Management
Texas
$2K +$2K +20 New
AAP
565
Arax Advisory Partners
Colorado
$2K +$2K +20 New
MF
566
Magnetar Financial
Illinois
$1.04K +$1.04K +13,028 New
LIM
567
Longfellow Investment Management
Massachusetts
$1K
WT
568
Washington Trust
Rhode Island
$1K
TFS
569
TrustCore Financial Services
Tennessee
$1K +$1K +8 New
GI
570
Gradient Investments
Minnesota
$1K +$1K +8 New
SWA
571
Sutton Wealth Advisors
Florida
$958 +$958 +12 New
BBHC
572
Brown Brothers Harriman & Co
New York
$22
WIM
573
Westside Investment Management
California
$6
1832 Asset Management
574
1832 Asset Management
Ontario, Canada
-$36M -390,000 Closed
Marshall Wace
575
Marshall Wace
United Kingdom
-$31.8M -355,436 Closed