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Sherwin-Williams

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Shares
Change %
IWN
1026
Independent Wealth Network
Iowa
$507K -$5.37K -18 -1%
LCGC
1027
Legacy Capital Group California
California
$504K +$504K +1,689 New
AC
1028
Avestar Capital
New York
$499K +$84.8K +284 +20%
SFS
1029
Symphony Financial Services
Ohio
$497K +$497K +1,654 New
AF
1030
Allworth Financial
California
$493K +$7.08K +22 +1%
IIC
1031
Ironwood Investment Counsel
Arizona
$493K -$11K -37 -2%
ACG
1032
Allen Capital Group
Nebraska
$493K +$29.2K +98 +6%
MPWT
1033
MassMutual Private Wealth & Trust
Connecticut
$492K +$34.3K +115 +8%
SSW
1034
Smith Shellnut Wilson
Mississippi
$489K
CPC
1035
Cookson Peirce & Co
Pennsylvania
$489K +$489K +1,638 New
SAA
1036
Southeast Asset Advisors
Georgia
$488K
ZF
1037
Zhang Financial
Michigan
$486K +$298 +1 +0.1%
AWA
1038
Arete Wealth Advisors
Illinois
$485K +$485K +1,626 New
BOM
1039
Bank of Marin
California
$482K -$124K -415 -20%
FMB
1040
Field & Main Bank
Kentucky
$481K +$309K +1,036 +180%
NFG
1041
Nations Financial Group
Iowa
$480K +$2.69K +9 +0.6%
CI
1042
Conning Inc
Connecticut
$479K +$8.95K +30 +2%
DWM
1043
Diversify Wealth Management
Utah
$471K +$471K +1,389 New
Capstone Investment Advisors
1044
Capstone Investment Advisors
New York
$467K +$467K +1,565 New
VIP
1045
Vista Investment Partners
Oklahoma
$466K
YIA
1046
YHB Investment Advisors
Connecticut
$465K +$43.3K +145 +10%
GWMR
1047
GC Wealth Management RIA
Massachusetts
$464K -$70.1K -235 -13%
UWS
1048
Unique Wealth Strategies
Illinois
$463K
BIM
1049
Baldwin Investment Management
Pennsylvania
$459K +$134K +448 +41%
VC
1050
Vicus Capital
Pennsylvania
$459K +$4.18K +14 +0.9%