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Sherwin-Williams
SHW

Overview Fund Activity

1,352 hedge funds and large institutions have $52.5B invested in Sherwin-Williams in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 474 increasing their positions, 487 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,352
Holders Change
+62
Holders Change %
+4.81%
% of All Funds
21.32%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.65%
New
146
Increased
474
Reduced
487
Closed
74
Calls
$231M
Puts
$189M
Net Calls
+$41.7M
Net Calls Change
+$2.68M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$281M
2
Holocene Advisors
Holocene Advisors
New York
+$228M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$172M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$168M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$709M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$446M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$407M
4
Capital International Investors
Capital International Investors
California
-$160M
5
Capital World Investors
Capital World Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
1026
Alpha Cubed Investments
California
$320K -$70.4K -265 -18%
TIA
1027
Tiemann Investment Advisors
California
$319K -$27.9K -105 -8%
WAG
1028
Wallace Advisory Group
California
$319K – – –
AA
1029
Alesco Advisors
New York
$319K – – –
HHAA
1030
Henry H. Armstrong Associates
Pennsylvania
$319K – – –
TNB
1031
Thomasville National Bank
Georgia
$319K – – –
ACM
1032
Armbruster Capital Management
New York
$317K – – –
QI
1033
Qtron Investments
Massachusetts
$315K – – –
RP
1034
Rowlandmiller & Partners
Georgia
$310K – – –
GSEP
1035
Golden State Equity Partners
California
$306K +$306K +1,153 New
CAMG
1036
CWA Asset Management Group
Florida
$305K +$305K +1,150 New
JGUA
1037
John G. Ullman & Associates
New York
$305K – – –
QCM
1038
Qsemble Capital Management
New York
$305K +$305K +1,150 New
MWM
1039
Meridian Wealth Management
Kentucky
$305K -$796 -3 -0.3%
FFP
1040
FourThought Financial Partners
Florida
$303K -$78.6K -296 -21%
PWM
1041
Perigon Wealth Management
California
$302K +$3.98K +15 +1%
FOA
1042
Five Oceans Advisors
California
$300K +$55.5K +209 +23%
HIC
1043
Harvey Investment Company
Kentucky
$299K – – –
HCP
1044
Holt Capital Partners
Texas
$299K +$19.9K +75 +7%
SWM
1045
SeaCrest Wealth Management
New York
$297K +$14.3K +54 +5%
RFM
1046
Royal Fund Management
Florida
$296K – – –
SAM
1047
Strategy Asset Managers
California
$295K +$31.6K +119 +12%
SMC
1048
Smith, Moore & Co
Missouri
$295K +$266 +1 +0.1%
LMKC
1049
L.M. Kohn & Company
Ohio
$294K +$294K +1,107 New
VCM
1050
Versant Capital Management
Arizona
$292K +$1.59K +6 +0.5%
40 41
42
43 44