SHW icon

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 %
RP
1026
Rowlandmiller & Partners
Georgia
$280K – – –
GBWM
1027
Granite Bay Wealth Management
New Hampshire
$278K -$17.8K -75 -6%
LFAS
1028
Level Four Advisory Services
Texas
$278K +$278K +1,171 New
FRM
1029
Fox Run Management
Connecticut
$277K +$277K +1,169 New
FA
1030
FDx Advisors
Illinois
$275K -$32.7K -138 -11%
MWM
1031
Meridian Wealth Management
Kentucky
$274K +$8.31K +35 +3%
HCM
1032
Howland Capital Management
Massachusetts
$274K – – –
JGUA
1033
John G. Ullman & Associates
New York
$273K – – –
STA
1034
Summit Trail Advisors
New York
$273K -$25.6K -108 -9%
VIA
1035
Vident Investment Advisory
Georgia
$268K -$1.15M -4,840 -81%
SIA
1036
Schechter Investment Advisors
Michigan
$268K +$268K +1,129 New
HIC
1037
Harvey Investment Company
Kentucky
$267K – – –
OTL
1038
Oak Thistle LLC
New York
$266K +$266K +1,121 New
RFM
1039
Royal Fund Management
Florida
$265K +$265K +1,115 New
TCA
1040
Transcend Capital Advisors
New Jersey
$263K +$17.8K +75 +7%
SMC
1041
Smith, Moore & Co
Missouri
$263K +$949 +4 +0.4%
PWMG
1042
Prestige Wealth Management Group
New Jersey
$263K +$949 +4 +0.4%
FBB
1043
Fulton Breakefield Broenniman
Maryland
$261K – – –
TAM
1044
Trillium Asset Management
Massachusetts
$259K +$259K +1,090 New
RWB
1045
RMR Wealth Builders
New Jersey
$258K -$8.07K -34 -3%
MBTD
1046
Mechanics Bank - Trust Department
California
$256K – – –
Dimensional Fund Advisors
1047
Dimensional Fund Advisors
Texas
$256K -$543 -2,287 -0.2%
PCM
1048
Penserra Capital Management
California
$256K -$18.9K -80 -7%
DFG
1049
Delta Financial Group
New Jersey
$255K +$255K +1,064 New
GFG
1050
GR Financial Group
Arizona
$254K +$254K +1,072 New
40 41
42
43 44