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Sherwin-Williams
SHW

Overview Fund Activity

1,290 hedge funds and large institutions have $44.6B invested in Sherwin-Williams in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 472 increasing their positions, 503 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
-32
Holders Change %
-2.42%
% of All Funds
20.65%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.51%
New
102
Increased
472
Reduced
503
Closed
111
Calls
$212M
Puts
$173M
Net Calls
+$39M
Net Calls Change
-$83.4M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$506M
2
Parnassus Investments
Parnassus Investments
California
+$208M
3
Bessemer Group
Bessemer Group
New Jersey
+$184M
4
Norges Bank
Norges Bank
Norway
+$128M
5
PAM
PineStone Asset Management
Quebec, Canada
+$116M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$518M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$309M
3
DCP
D1 Capital Partners
New York
-$240M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$224M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
751
Echo Street Capital Management
New York
$744K +$293K +1,302 +65%
CCM
752
Carlson Capital Management
Minnesota
$743K -$450 -2 -0.1%
FIM
753
Fruth Investment Management
Texas
$741K – – –
KPWS
754
Kestra Private Wealth Services
Texas
$735K +$171K +762 +30%
AB
755
Atlas Brown
Kentucky
$735K +$124K +550 +20%
BC
756
Bartlett & Co
Ohio
$734K – – –
BCWM
757
Bartlett & Co Wealth Management
Ohio
$734K – – –
CCA
758
Checchi Capital Advisers
California
$733K -$15.1K -67 -2%
AWM
759
Apollon Wealth Management
South Carolina
$732K -$65.4K -291 -8%
GWM
760
Geneos Wealth Management
Colorado
$732K – – –
FPCP
761
Fort Point Capital Partners
California
$721K +$13.9K +62 +2%
CQS
762
Credential Qtrade Securities
$719K -$23.6K -105 -3%
JWM
763
Jessup Wealth Management
Ohio
$719K -$9.67K -43 -1%
BWM
764
Baystate Wealth Management
Massachusetts
$718K +$11.5K +51 +2%
PP
765
PrairieView Partners
Minnesota
$708K +$708K +3,153 New
BOM
766
Bank of Marin
California
$706K -$38.9K -173 -5%
HI
767
Harbour Investments
Wisconsin
$704K +$1.8K +8 +0.3%
NF
768
Nikulski Financial
Iowa
$700K +$10.1K +45 +1%
BMC
769
Benin Management Corp
Connecticut
$693K +$693K +3,085 New
SFA
770
Souders Financial Advisors
Ohio
$692K -$8.77K -39 -1%
JWM
771
JGP Wealth Management
Oregon
$685K +$20.9K +93 +3%
PGA
772
Portland Global Advisors
Maine
$682K – – –
VIG
773
Vienna Insurance Group
Poland
$681K +$681K +3,029 New
CSWG
774
Cardinal Strategic Wealth Guidance
Kentucky
$675K -$1.12K -5 -0.2%
WAOTB
775
Wealth Advisors of Tampa Bay
Florida
$674K – – –
29 30
31
32 33