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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 %
Impax Asset Management Group
876
Impax Asset Management Group
United Kingdom
$588K
BP
877
Ballentine Partners
Massachusetts
$585K +$38.5K +145 +7%
SP
878
Symmetry Partners
Connecticut
$581K
ADL
879
Asset Dedication LLC
California
$578K -$25.5K -96 -4%
CPIG
880
Chicago Partners Investment Group
Illinois
$576K -$35.8K -129 -6%
AAP
881
Arax Advisory Partners
Colorado
$574K +$201K +757 +54%
FMP
882
Financial Management Professionals
Texas
$570K +$3.98K +15 +0.7%
GIP
883
Greatmark Investment Partners
Georgia
$566K
MIA
884
MainStreet Investment Advisors
Illinois
$561K -$34.5K -130 -6%
DIA
885
Dana Investment Advisors
Wisconsin
$560K
SM
886
Sciencast Management
New Jersey
$558K +$558K +2,175 New
STA
887
Summit Trail Advisors
New York
$557K +$178K +669 +47%
IWN
888
Independent Wealth Network
Iowa
$556K -$5.58K -21 -1%
PP
889
PDS Planning
Ohio
$553K +$55.5K +209 +11%
WIA
890
World Investment Advisors
California
$550K +$26.6K +100 +5%
IWC
891
Integrated Wealth Concepts
Massachusetts
$548K -$796 -3 -0.1%
HCM
892
Hutner Capital Management
Vermont
$548K +$9.83K +37 +2%
ST
893
Smithfield Trust
Pennsylvania
$538K
1W
894
1776 Wealth
Georgia
$529K +$275K +1,035 +108%
FHA
895
Flagship Harbor Advisors
Massachusetts
$528K -$131K -492 -20%
VSQM
896
V-Square Quantitative Management
Illinois
$528K +$113K +424 +27%
SWM
897
Shakespeare Wealth Management
Wisconsin
$525K
RWPA
898
Richard W. Paul & Associates
Michigan
$525K -$101K -380 -16%
BA
899
Bristlecone Advisors
Washington
$525K +$6.37K +24 +1%
VFA
900
Valeo Financial Advisors
Indiana
$521K -$140K -526 -21%