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Sherwin-Williams
SHW

Overview Fund Activity

1,290 hedge funds and large institutions have $44.6B invested in Sherwin-Williams in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 472 increasing their positions, 503 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
-32
Holders Change %
-2.42%
% of All Funds
20.65%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.51%
New
102
Increased
472
Reduced
503
Closed
111
Calls
$212M
Puts
$173M
Net Calls
+$39M
Net Calls Change
-$83.4M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$506M
2
Parnassus Investments
Parnassus Investments
California
+$208M
3
Bessemer Group
Bessemer Group
New Jersey
+$184M
4
Norges Bank
Norges Bank
Norway
+$128M
5
PAM
PineStone Asset Management
Quebec, Canada
+$116M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$518M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$309M
3
DCP
D1 Capital Partners
New York
-$240M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$224M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
1001
Lumature Wealth Partners
Georgia
$279K +$674 +3 +0.2%
VFA
1002
Values First Advisors
Tennessee
$277K -$15.7K -70 -5%
CCA
1003
Covey Capital Advisors
Georgia
$276K – – –
NERM
1004
New England Research & Management
Illinois
$275K -$5.61K -25 -2%
FA
1005
FDx Advisors
Illinois
$275K – – –
SCM
1006
Seascape Capital Management
New Hampshire
$275K +$450 +2 +0.2%
LFAS
1007
Level Four Advisory Services
Texas
$273K +$10.1K +45 +4%
BWP
1008
BSW Wealth Partners
Colorado
$273K -$236K -1,049 -46%
PFP
1009
Paragon Financial Partners
California
$272K – – –
EF
1010
Empowered Funds
Pennsylvania
$270K +$270K +1,202 New
AA
1011
Alesco Advisors
New York
$270K -$2.02K -9 -0.7%
HHAA
1012
Henry H. Armstrong Associates
Pennsylvania
$270K – – –
TNB
1013
Thomasville National Bank
Georgia
$270K +$270K +1,200 New
ACM
1014
Armbruster Capital Management
New York
$268K – – –
EP
1015
Eudaimonia Partners
Tennessee
$267K -$225 -1 -0.1%
PWMG
1016
Prestige Wealth Management Group
New Jersey
$267K +$18.7K +83 +8%
QI
1017
Qtron Investments
Massachusetts
$266K – – –
OFS
1018
OneAscent Financial Services
Alabama
$266K +$674 +3 +0.3%
KWM
1019
Kingsview Wealth Management
Oregon
$264K -$85.4K -380 -24%
RP
1020
Rowlandmiller & Partners
Georgia
$263K – – –
HCM
1021
Howland Capital Management
Massachusetts
$260K +$899 +4 +0.3%
MWM
1022
Meridian Wealth Management
Kentucky
$259K -$1.12K -5 -0.4%
JGUA
1023
John G. Ullman & Associates
New York
$258K – – –
HIC
1024
Harvey Investment Company
Kentucky
$253K – – –
PWM
1025
Perigon Wealth Management
California
$252K -$15.7K -70 -6%
39 40
41
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