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Sherwin-Williams
SHW

Overview Fund Activity

1,298 hedge funds and large institutions have $44.9B invested in Sherwin-Williams in 2022 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 463 increasing their positions, 513 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
-49
Holders Change %
-3.64%
% of All Funds
21.95%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.52%
New
94
Increased
463
Reduced
513
Closed
123
Calls
$344M
Puts
$286M
Net Calls
+$58.1M
Net Calls Change
+$15.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.23B
2
ClearBridge Investments
ClearBridge Investments
New York
+$416M
3
Morgan Stanley
Morgan Stanley
New York
+$255M
4
Citadel Advisors
Citadel Advisors
Florida
+$106M
5
FAM
Foxhaven Asset Management
Virginia
+$87.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$594M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$501M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$438M
4
WCM Investment Management
WCM Investment Management
California
-$228M
5
BlackRock
BlackRock
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
1026
Pitti Group Wealth Management
New York
$271K +$672 +3 +0.2%
TCA
1027
Transcend Capital Advisors
New Jersey
$271K +$15.9K +71 +6%
BFA
1028
Beacon Financial Advisory
Ohio
$269K -$33.1K -148 -11%
AA
1029
Alesco Advisors
New York
$269K – – –
HHAA
1030
Henry H. Armstrong Associates
Pennsylvania
$269K – – –
WWA
1031
WCG Wealth Advisors
Nevada
$269K +$269K +1,200 New
ACM
1032
Armbruster Capital Management
New York
$267K – – –
W
1033
Wealthquest
Ohio
$266K – – –
ARC
1034
Advisor Resource Council
Texas
$266K +$266K +1,187 New
PWM
1035
Perigon Wealth Management
California
$265K +$30.5K +136 +13%
MIM
1036
Meixler Investment Management
Arizona
$265K +$52.5K +234 +25%
SS
1037
Simplicity Solutions
Minnesota
$264K +$49K +219 +23%
RP
1038
Rowlandmiller & Partners
Georgia
$262K – – –
5L
1039
55I LLC
Massachusetts
$261K -$12.3K -55 -5%
YIA
1040
YHB Investment Advisors
Connecticut
$259K -$1.79K -8 -0.7%
AAP
1041
Arax Advisory Partners
Colorado
$258K -$3.58K -16 -1%
Impax Asset Management Group
1042
Impax Asset Management Group
United Kingdom
$258K – – –
HCM
1043
Howland Capital Management
Massachusetts
$258K +$258K +1,153 New
USCWA
1044
U.S. Capital Wealth Advisors
Texas
$256K -$70.2K -314 -22%
BTI
1045
Blue Trust Inc
Georgia
$256K +$256K +1,025 New
BBNA
1046
Bremer Bank National Association
Minnesota
$255K – – –
KM
1047
Kalos Management
Georgia
$254K +$5.16K +22 +2%
EWA
1048
EverSource Wealth Advisors
Alabama
$254K +$48.6K +217 +24%
FTUS
1049
Flow Traders U.S.
New York
$254K +$254K +1,134 New
PG
1050
Pendal Group
Australia
$253K -$21.8K -97 -8%
40 41
42
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