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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 %
RWM
1026
Revisor Wealth Management
Ohio
$252K +$252K +1,119 New
RFM
1027
Royal Fund Management
Florida
$251K – – –
SAM
1028
Silvercrest Asset Management
New York
$249K -$36.2K -161 -13%
SMC
1029
Smith, Moore & Co
Missouri
$249K +$225 +1 +0.1%
GBWM
1030
Granite Bay Wealth Management
New Hampshire
$247K -$16.2K -72 -6%
VCM
1031
Versant Capital Management
Arizona
$246K +$43.1K +192 +21%
RWB
1032
RMR Wealth Builders
New Jersey
$244K -$899 -4 -0.4%
T
1033
TRUADVICE
Florida
$243K +$243K +1,025 New
YIA
1034
YHB Investment Advisors
Connecticut
$243K -$31.2K -139 -11%
MBTD
1035
Mechanics Bank - Trust Department
California
$243K – – –
GFG
1036
GR Financial Group
Arizona
$242K +$674 +3 +0.3%
AAG
1037
Armstrong Advisory Group
Massachusetts
$241K -$53.3K -237 -18%
MFG
1038
Menard Financial Group
Texas
$240K -$44.3K -197 -16%
BTWM
1039
Baker Tilly Wealth Management
Wisconsin
$240K +$17.1K +76 +8%
SWM
1040
SeaCrest Wealth Management
New York
$239K +$13.5K +60 +6%
DFG
1041
Delta Financial Group
New Jersey
$239K – – –
EWA
1042
Encompass Wealth Advisors
Oregon
$239K – – –
HWMG
1043
Hurlow Wealth Management Group
Indiana
$238K -$50.8K -226 -18%
FFBTD
1044
First Financial Bank - Trust Division
Ohio
$238K -$46.1K -205 -16%
UCB
1045
United Community Bank
South Carolina
$237K – – –
PCM
1046
Penserra Capital Management
California
$237K -$5.83K -26 -2%
HCP
1047
Holt Capital Partners
Texas
$236K – – –
CC
1048
Corton Capital
Ontario, Canada
$235K +$235K +1,045 New
AA
1049
Addison Advisors
Vermont
$234K – – –
CSPIA
1050
Cary Street Partners Investment Advisory
Virginia
$232K +$4.27K +19 +2%
40 41
42
43 44