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Sherwin-Williams

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
951
Pegasus Partners
Wisconsin
$648K +$648K +2,170 New
SWA
952
Stratos Wealth Advisors
Ohio
$644K -$829K -2,779 -56%
ATS
953
Ashton Thomas Securities
New York
$636K +$636K +2,130 New
GIP
954
Greatmark Investment Partners
Georgia
$636K
FMP
955
Financial Management Professionals
Texas
$628K +$3.88K +13 +0.6%
MFIM
956
Mesirow Financial Investment Management
Illinois
$626K +$4.51K +15 +0.7%
IWC
957
Integrated Wealth Concepts
Massachusetts
$623K -$70.7K -237 -10%
JPWM
958
Jamison Private Wealth Management
Georgia
$622K +$895 +3 +0.1%
SC
959
Savant Capital
Illinois
$621K -$25.4K -85 -4%
MMPW
960
Mitchell McLeod Pugh & Williams
Alabama
$620K
BWG
961
Balanced Wealth Group
Ohio
$619K -$7.69K -26 -1%
SM
962
Sciencast Management
New Jersey
$616K -$1.06M -3,540 -63%
ST
963
Smithfield Trust
Pennsylvania
$616K
DWM
964
Dynasty Wealth Management
Florida
$613K +$613K +2,055 New
KCM
965
Kathmere Capital Management
Pennsylvania
$613K +$350K +1,174 +133%
PFS
966
Physicians Financial Services
North Carolina
$612K +$8.96K +30 +1%
A
967
Allianz
Germany
$609K +$475K +1,590 +353%
WPW
968
Waldron Private Wealth
Pennsylvania
$606K -$23.3K -78 -4%
PP
969
PDS Planning
Ohio
$604K -$55.5K -186 -8%
GVAG
970
Great Valley Advisor Group
Delaware
$600K -$70.2K -235 -10%
WA
971
Wealth Alliance
New York
$600K -$22.7K -76 -4%
CPIG
972
Chicago Partners Investment Group
Illinois
$597K -$164K -465 -22%
1W
973
1776 Wealth
Georgia
$590K +$3.88K +13 +0.7%
WMP
974
Wealth Management Partners
Arizona
$588K -$14.9K -50 -2%
EWA
975
EverSource Wealth Advisors
Alabama
$588K +$269K +767 +84%