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Sherwin-Williams

1,352 hedge funds and large institutions have $52.5B invested in Sherwin-Williams in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 474 increasing their positions, 487 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,352
Holders Change
+62
Holders Change %
+4.81%
% of All Funds
21.32%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.65%
New
146
Increased
474
Reduced
487
Closed
74
Calls
$231M
Puts
$189M
Net Calls
+$41.7M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
776
Bartlett & Co Wealth Management
Ohio
$867K
GWM
777
Geneos Wealth Management
Colorado
$865K
BWM
778
Baystate Wealth Management
Massachusetts
$851K +$2.39K +9 +0.3%
FPCP
779
Fort Point Capital Partners
California
$846K -$5.58K -21 -0.7%
ST
780
Sageworth Trust
Pennsylvania
$836K -$483K -1,818 -37%
HI
781
Horizon Investments
North Carolina
$834K +$156K +588 +23%
DT
782
Diversified Trust
Tennessee
$832K +$258K +972 +45%
PWW
783
Pettyjohn Wood & White
Virginia
$831K +$123K +465 +17%
NF
784
Nikulski Financial
Iowa
$827K
CQS
785
Credential Qtrade Securities
$826K -$23.4K -88 -3%
PP
786
PDT Partners
New York
$823K -$750K -2,824 -48%
SFA
787
Souders Financial Advisors
Ohio
$821K +$2.66K +10 +0.3%
AWM
788
Apollon Wealth Management
South Carolina
$813K -$51.8K -195 -6%
FMAEN1
789
Fund Management at Engine No 1
California
$811K +$52K +196 +7%
JWM
790
JGP Wealth Management
Oregon
$807K -$2.39K -9 -0.3%
BOM
791
Bank of Marin
California
$805K -$28.7K -108 -3%
PGA
792
Portland Global Advisors
Maine
$805K
PP
793
PrairieView Partners
Minnesota
$803K -$34K -128 -4%
AWM
794
Avior Wealth Management
Nebraska
$802K +$13.5K +51 +2%
WA
795
WBH Advisory
Maryland
$799K +$2.66K +10 +0.3%
GFA
796
Gifford Fong Associates
California
$797K
PTC
797
Provident Trust Company
Wisconsin
$797K
WAOTB
798
Wealth Advisors of Tampa Bay
Florida
$797K
1IA
799
1834 Investment Advisors
Wisconsin
$797K
JWM
800
Jessup Wealth Management
Ohio
$796K -$53.1K -200 -6%