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Sherwin-Williams
SHW

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$281M
2
Holocene Advisors
Holocene Advisors
New York
+$228M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$172M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$168M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$709M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$446M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$407M
4
Capital International Investors
Capital International Investors
California
-$160M
5
Capital World Investors
Capital World Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
901
Beacon Capital Management LLC (Tennessee)
Tennessee
$519K -$24.2K -91 -4%
EF
902
Empowered Funds
Pennsylvania
$518K +$199K +750 +62%
EST
903
EA Series Trust
Pennsylvania
$518K +$518K +1,952 New
FVWA
904
Foster Victor Wealth Advisors
South Carolina
$518K -$6.99K -27 -1%
NWMG
905
National Wealth Management Group
Ohio
$518K +$518K +1,899 New
PAM
906
Palisade Asset Management
Minnesota
$518K – – –
CCMG
907
Clark Capital Management Group
Pennsylvania
$516K +$2.92K +11 +0.6%
PFS
908
Physicians Financial Services
North Carolina
$510K – – –
TA
909
TFB Advisors
Kansas
$509K +$15.7K +59 +3%
CMANY
910
Capital Management Associates (New York)
New York
$504K +$504K +1,900 New
WMP
911
Wealth Management Partners
Arizona
$504K -$52.8K -199 -9%
VIA
912
Vident Investment Advisory
Georgia
$496K +$69.9K +263 +16%
TWI
913
Thomas White International
Illinois
$496K – – –
PPC
914
Park Place Capital
Alabama
$496K +$21.2K +80 +4%
MG
915
Mather Group
Illinois
$495K +$32.7K +123 +7%
NFA
916
Northern Financial Advisors
Michigan
$493K -$18.9K -71 -4%
VCM
917
Virtue Capital Management
Tennessee
$492K +$34.9K +135 +8%
VWM
918
Vigilare Wealth Management
Arizona
$492K -$5.04K -19 -1%
VCP
919
Verus Capital Partners
Arizona
$490K +$72.8K +274 +17%
BA
920
Bellwether Advisors
Nebraska
$489K – – –
FAIM
921
Financial Advocates Investment Management
Washington
$487K +$60.5K +228 +14%
BTW
922
Boston Trust Walden
Massachusetts
$487K – – –
MW
923
Marcum Wealth
Ohio
$486K +$2.92K +11 +0.6%
CHC
924
City Holding Co
West Virginia
$486K +$6.64K +25 +1%
SIC
925
SFE Investment Counsel
California
$485K +$5.31K +20 +1%
35 36
37
38 39