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Sherwin-Williams

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
Name Holding Trade Value Shares
Change
Shares
Change %
PA
851
Pinnacle Associates
New York
$505K +$73.1K +325 +17%
WA
852
Wealth Alliance
New York
$504K -$51.2K -228 -9%
MIA
853
MainStreet Investment Advisors
Illinois
$504K +$504K +2,244 New
FWCM
854
Ferguson Wellman Capital Management
Oregon
$502K
WPW
855
Waldron Private Wealth
Pennsylvania
$501K -$36.4K -162 -7%
TW
856
TrinityPoint Wealth
Connecticut
$498K +$4.05K +18 +0.8%
Impax Asset Management Group
857
Impax Asset Management Group
United Kingdom
$498K +$259K +1,153 +108%
SP
858
Symmetry Partners
Connecticut
$492K -$131K -581 -21%
DT
859
Diversified Trust
Tennessee
$486K -$154K -685 -24%
CCIA
860
Campbell & Co Investment Adviser
Maryland
$482K +$482K +2,146 New
FMP
861
Financial Management Professionals
Texas
$479K -$4.04K -18 -0.8%
GIP
862
Greatmark Investment Partners
Georgia
$479K
IWN
863
Independent Wealth Network
Iowa
$475K +$154K +684 +48%
DIA
864
Dana Investment Advisors
Wisconsin
$474K -$33.7K -150 -7%
EWA
865
EP Wealth Advisors
California
$473K +$130K +1,173 +38%
WMP
866
Wealth Management Partners
Arizona
$471K +$21.8K +97 +5%
IWC
867
Integrated Wealth Concepts
Massachusetts
$465K +$90K +400 +24%
BP
868
Ballentine Partners
Massachusetts
$463K +$67.2K +299 +17%
BCMLT
869
Beacon Capital Management LLC (Tennessee)
Tennessee
$460K -$6.29K -28 -1%
ST
870
Smithfield Trust
Pennsylvania
$456K
HCM
871
Hutner Capital Management
Vermont
$455K +$21.8K +97 +5%
FVWA
872
Foster Victor Wealth Advisors
South Carolina
$453K -$3.57K -16 -0.8%
KA
873
Kovack Advisors
Florida
$451K -$6.75K -30 -1%
OGC
874
One68 Global Capital
New York
$450K +$450K +2,000 New
PI
875
PFS Investments
Georgia
$448K +$8.06K +36 +2%