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Sherwin-Williams
SHW

Overview Fund Activity

1,322 hedge funds and large institutions have $47.5B invested in Sherwin-Williams in 2022 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 446 increasing their positions, 503 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,322
Holders Change
+71
Holders Change %
+5.68%
% of All Funds
21.33%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.6%
New
166
Increased
446
Reduced
503
Closed
71
Calls
$391M
Puts
$268M
Net Calls
+$122M
Net Calls Change
+$38.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$415M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$350M
3
Ameriprise
Ameriprise
Minnesota
+$266M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$175M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$157M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
2
Brown Advisory
Brown Advisory
Maryland
-$245M
3
DCP
D1 Capital Partners
New York
-$235M
4
Capital World Investors
Capital World Investors
California
-$122M
5
Capital International Investors
Capital International Investors
California
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFMG
676
Sage Financial Management Group
Virginia
$1.11M – – –
PGFC
677
Peapack-Gladstone Financial Corp
New Jersey
$1.1M +$6.17K +26 +0.6%
RMC
678
Resources Management Corp
Connecticut
$1.09M +$157K +660 +17%
Carson Wealth (CWM LLC)
679
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$276K +1,162 +34%
EA
680
Ergawealth Advisors
Illinois
$1.07M +$1.07M +4,500 New
JCM
681
Jacobsen Capital Management
Utah
$1.06M -$94.9K -400 -8%
CLOS
682
Compagnie Lombard Odier SCmA
Switzerland
$1.06M – – –
TCOO
683
Trust Company of Oklahoma
Oklahoma
$1.05M -$12.3K -52 -1%
AFS
684
Aft Forsyth & Sober
Florida
$1.04M – – –
SWP
685
Strategic Wealth Partners
Ohio
$1.04M +$10.4K +44 +1%
TWP
686
Transparent Wealth Partners
Arkansas
$1.04M +$2.61K +11 +0.3%
QIM
687
Quantitative Investment Management
Virginia
$1.03M -$356K -1,502 -26%
KC
688
Kenfarb & Co
Kentucky
$1.03M -$1.27M -5,347 -55%
CIAS
689
Capital Investment Advisory Services
North Carolina
$1.03M -$14.2K -60 -1%
DZ Bank
690
DZ Bank
Germany
$1.02M -$208K -877 -17%
MAS
691
Meeder Advisory Services
Ohio
$1.01M +$1.01M +4,273 New
AWCI
692
Alpine Woods Capital Investors
New York
$1.01M -$742K -3,128 -42%
EA
693
Ellsworth Advisors
Ohio
$991K – – –
LCM
694
Legato Capital Management
California
$991K +$991K +4,174 New
GCP
695
GSA Capital Partners
United Kingdom
$989K -$201K -848 -17%
LW
696
Linscomb Wealth
Texas
$986K +$35.1K +148 +4%
PFM
697
Parsec Financial Management
North Carolina
$984K -$170K -718 -15%
IFWM
698
Institute for Wealth Management
Colorado
$979K +$39.4K +166 +4%
WHCI
699
W.H. Cornerstone Investments
Massachusetts
$979K -$68.6K -279 -7%
RC
700
Rovin Capital
Arizona
$977K -$65.3K -275 -6%
26 27
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