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Sherwin-Williams

784 hedge funds and large institutions have $24.4B invested in Sherwin-Williams in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 288 increasing their positions, 267 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more capital invested

Capital invested by funds: $21.2B → $24.4B (+$3.22B)

4.25% more ownership

Funds ownership: 219.9%224.14% (+4.2%)

2% more funds holding

Funds holding: 769784 (+15)

8% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 267

6% less call options, than puts

Call options by funds: $140M | Put options by funds: $150M

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
784
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
19.55%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.52%
New
83
Increased
288
Reduced
267
Closed
64
Calls
$140M
Puts
$150M
Net Calls
-$9.06M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
751
V Wealth Advisors
Kansas
$19K +$18.1K +162 New
EFSCE
752
Enterprise Financial Services Corp (EFSC)
Missouri
$18K -$29.5K -264 -63%
PCP
753
Proficio Capital Partners
Massachusetts
$18K +$335 +3 +2%
BAM
754
Bruderman Asset Management
New York
$16K +$15.1K +135 New
FC
755
Ferris Capital
Massachusetts
$16K +$15.1K +135 New
GAM
756
Gemmer Asset Management
California
$15K
TWA
757
TCI Wealth Advisors
Arizona
$13K
PFBT
758
Parkside Financial Bank & Trust
Missouri
$13K +$335 +3 +3%
BCI
759
Brinker Capital Investments
Pennsylvania
$12K
BFEC
760
Benjamin F. Edwards & Company
Missouri
$11K
ATC
761
Adirondack Trust Company
New York
$11K +$5.03K +45 +100%
QCG
762
Quadrant Capital Group
Ohio
$10K
Carson Wealth (CWM LLC)
763
Carson Wealth (CWM LLC)
Nebraska
$10K +$1.01K +9 +12%
Acadian Asset Management
764
Acadian Asset Management
Massachusetts
$9K
NFG
765
Next Financial Group
Texas
$9K
HI
766
Hudock Inc
Pennsylvania
$8K
OIA
767
OneDigital Investment Advisors
Kansas
$8K +$8.05K +72 New
TG
768
TLP Group
Illinois
$6K +$5.36K +48 New
SWA
769
Sutton Wealth Advisors
Florida
$5.26K
DBT
770
Dubuque Bank & Trust
Iowa
$5K
HWP
771
Hefty Wealth Partners
Indiana
$5K
PG
772
Patten Group
Tennessee
$5K
SFPIA
773
Stevens First Principles Investment Advisors
California
$5K
FMII
774
Farmers & Merchants Investments Inc
Nebraska
$5K +$5.03K +45 New
WA
775
Winfield Associates
Ohio
$5K +$5.03K +45 New