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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
MAP
601
Moody Aldrich Partners
Massachusetts
-$974K -10,870 Closed
LIA
602
LS Investment Advisors
Michigan
-$842K -9,398 Closed
TI
603
tru Independence
Oregon
-$688K -7,676 Closed
SEC
604
Seven Eight Capital
New York
-$382K -7,496 Closed
VI
605
Versor Investments
New York
-$623K -6,958 Closed
CS
606
Comerica Securities
Michigan
-$501K -5,590 Closed
IRC
607
Investors Research Corp
Georgia
-$475K -5,300 Closed
AIC
608
Ameritas Investment Company
Nebraska
-$474K -5,294 Closed
SFS
609
Sowell Financial Services
Arkansas
-$474K -5,176 Closed
JCIA
610
Jackson Creek Investment Advisors
Colorado
-$427K -4,762 Closed
VFA
611
Voya Financial Advisors
Connecticut
-$414K -4,500 Closed
ACI
612
AMP Capital Investors
Australia
-$382K -4,262 Closed
BC
613
Bridgefront Capital
Texas
-$367K -4,098 Closed
SS
614
Simplicity Solutions
Minnesota
-$362K -4,036 Closed
PP
615
PDT Partners
New York
-$344K -3,834 Closed
Walleye Capital
616
Walleye Capital
New York
-$307 -3,424 Closed
SWA
617
Stratos Wealth Advisors
Ohio
-$288K -3,214 Closed
ONB
618
Old National Bancorp
Indiana
-$245K -2,740 Closed
MPAM
619
Murphy Pohlad Asset Management
Minnesota
-$232K -2,600 Closed
HAG
620
HighPoint Advisor Group
Illinois
-$238K -2,598 Closed
KPW
621
Kore Private Wealth
New York
-$223K -2,486 Closed
IFG
622
Independent Financial Group
California
-$219K -2,442 Closed
CA
623
Cullinan Associates
Kentucky
-$215K -2,400 Closed
NL
624
NKCFO LLC
Illinois
-$215K -2,400 Closed
PCS
625
Personal CFO Solutions
New Jersey
-$212K -2,362 Closed