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Sherwin-Williams

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
551
Seascape Capital Management
New Hampshire
$3.53M +$96.1K +322 +3%
UF
552
Univest Financial
Pennsylvania
$3.53M -$95.5K -320 -3%
CPA
553
Capital Planning Advisors
California
$3.51M -$15.8K -53 -0.4%
ASN
554
Advisory Services Network
Georgia
$3.49M -$1.14M -3,831 -25%
LM
555
Luminus Management
Texas
$3.47M +$3.47M +11,625 New
SAM
556
Smithbridge Asset Management
Pennsylvania
$3.43M -$601K -2,014 -15%
PPWM
557
Paragon Private Wealth Management
Kentucky
$3.42M +$1.14M +3,829 +50%
PTC
558
Private Trust Company
Ohio
$3.39M -$252K -846 -7%
UB
559
UMB Bank
Missouri
$3.38M +$40.6K +136 +1%
MFAM
560
Motley Fool Asset Management
Virginia
$3.36M +$755K +2,554 +29%
MF
561
Magnetar Financial
Illinois
$3.36M +$3.36M +11,257 New
CIA
562
Concurrent Investment Advisors
Florida
$3.36M +$290K +972 +9%
ECAM
563
East Coast Asset Management
Massachusetts
$3.36M -$17.9K -60 -0.5%
SAM
564
Sompo Asset Management
Japan
$3.35M -$176K -590 -5%
MOS
565
MGO One Seven
Ohio
$3.33M +$24.5K +82 +0.7%
HT
566
Heritage Trust
Oklahoma
$3.33M -$58.8K -197 -2%
BFG
567
Bleakley Financial Group
New Jersey
$3.32M +$16.4K +55 +0.5%
SW
568
Simplicity Wealth
New Jersey
$3.32M +$21.8K +73 +0.7%
LFS
569
Legacy Financial Strategies
Kansas
$3.31M +$277K +931 +9%
MHIC
570
Marble Harbor Investment Counsel
Massachusetts
$3.3M +$100K +335 +3%
AIP
571
Ameritas Investment Partners
Nebraska
$3.28M -$53.7K -180 -2%
BMCM
572
Bryn Mawr Capital Management
Pennsylvania
$3.26M +$47.8K +158 +1%
CGIM
573
Capital Group Investment Management
Singapore
$3.25M -$493K -1,651 -13%
IC
574
IEQ Capital
California
$3.23M +$242K +812 +8%
ZB
575
Zions Bancorporation
Utah
$3.2M -$134K -448 -4%