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Sherwin-Williams
SHW

Overview Fund Activity

1,322 hedge funds and large institutions have $47.5B invested in Sherwin-Williams in 2022 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 446 increasing their positions, 503 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,322
Holders Change
+71
Holders Change %
+5.68%
% of All Funds
21.33%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.6%
New
166
Increased
446
Reduced
503
Closed
71
Calls
$391M
Puts
$268M
Net Calls
+$122M
Net Calls Change
+$38.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$415M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$350M
3
Ameriprise
Ameriprise
Minnesota
+$266M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$175M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$157M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
2
Brown Advisory
Brown Advisory
Maryland
-$245M
3
DCP
D1 Capital Partners
New York
-$235M
4
Capital World Investors
Capital World Investors
California
-$122M
5
Capital International Investors
Capital International Investors
California
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
926
Allworth Financial
California
$398K +$122K +515 +44%
IWC
927
Integrated Wealth Concepts
Massachusetts
$396K -$44.2K -186 -10%
OIA
928
OneDigital Investment Advisors
Kansas
$396K -$63.1K -266 -14%
CAI
929
Capital Advisors Inc
Oklahoma
$394K +$120K +504 +44%
MLL
930
Moody Lynn & Lieberson
Massachusetts
$392K -$1.45M -6,110 -79%
FNT
931
First National Trust
Pennsylvania
$389K +$8.07K +34 +2%
First Trust Advisors
932
First Trust Advisors
Illinois
$387K -$4.72M -19,894 -92%
FFM
933
Forum Financial Management
Illinois
$385K +$11.4K +48 +3%
MIP
934
Marietta Investment Partners
Wisconsin
$384K – – –
EWM
935
EPG Wealth Management
Georgia
$382K – – –
SS
936
Simplicity Solutions
Minnesota
$380K +$85.2K +359 +29%
ZF
937
Zhang Financial
Michigan
$380K +$380K +1,600 New
MCM
938
Monarch Capital Management
Indiana
$378K -$14.2K -60 -4%
SIM
939
Sentry Investment Management
Wisconsin
$372K -$22.8K -96 -6%
SBL
940
Sargent Bickham Lagudis
Colorado
$372K +$10.7K +45 +3%
CRC
941
Curi RMB Capital
Illinois
$371K +$371K +1,565 New
PTC
942
Petrus Trust Company
Texas
$371K +$371K +1,564 New
SN
943
Sittner & Nelson
Oregon
$370K – – –
BAM
944
Belpointe Asset Management
Nevada
$369K -$161K -678 -30%
IAS
945
Insigneo Advisory Services
Florida
$369K +$369K +1,556 New
KWM
946
Kingsview Wealth Management
Oregon
$369K -$126K -532 -26%
DCM
947
Deuterium Capital Management
Florida
$366K +$110K +462 +43%
SCM
948
Shelton Capital Management
Colorado
$365K – – –
FAIM
949
Financial Advocates Investment Management
Washington
$363K +$363K +1,530 New
WPC
950
Wedmont Private Capital
Pennsylvania
$363K +$363K +1,538 New
36 37
38
39 40