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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 %
MCM
951
Monarch Capital Management
Indiana
$422K – – –
ZF
952
Zhang Financial
Michigan
$421K -$3.98K -15 -0.9%
EFH
953
Eaton Financial Holdings
Florida
$420K -$79.7K -300 -16%
MYLI
954
Meiji Yasuda Life Insurance
Japan
$418K +$418K +1,575 New
ACG
955
Allen Capital Group
Nebraska
$417K – – –
SIM
956
Sentry Investment Management
Wisconsin
$412K – – –
AWA
957
Arkadios Wealth Advisors
Georgia
$410K +$48.6K +183 +13%
WANY
958
Wealthspire Advisors (New York)
New York
$403K +$24.4K +92 +6%
SN
959
Sittner & Nelson
Oregon
$402K -$19.9K -75 -5%
SW
960
SVB Wealth
Massachusetts
$402K -$85.5K -322 -18%
EWM
961
EPG Wealth Management
Georgia
$401K – – –
QCG
962
Quadrant Capital Group
Ohio
$399K +$38.2K +144 +11%
SRSA
963
S.R. Schill & Associates
Washington
$398K – – –
IHL
964
Investment House LLC
California
$398K – – –
PAM
965
Paradigm Asset Management
New York
$398K +$398K +1,500 New
IIM
966
Ipswich Investment Management
Massachusetts
$396K – – –
FA
967
FDx Advisors
Illinois
$396K +$87.9K +331 +29%
APP
968
Avantax Planning Partners
Iowa
$394K -$10.9K -41 -3%
BAM
969
Blueshift Asset Management
New Jersey
$394K -$763K -2,873 -66%
CG
970
Colony Group
Massachusetts
$387K -$5.84K -22 -1%
SCM
971
Shelton Capital Management
Colorado
$386K – – –
CP
972
Covenant Partners
Tennessee
$385K +$26.8K +101 +7%
BSC
973
Brown Shipley & Co
United Kingdom
$384K +$122K +458 +46%
WC
974
Waterloo Capital
Texas
$381K +$381K +1,434 New
WPWM
975
Windward Private Wealth Management
Kansas
$381K – – –
37 38
39
40 41