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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 %
Impax Asset Management Group
1051
Impax Asset Management Group
United Kingdom
$252K -$9.97K -42 -4%
EWA
1052
Encompass Wealth Advisors
Oregon
$252K +$252K +1,063 New
BFA
1053
Beacon Financial Advisory
Ohio
$251K +$237 +1 +0.1%
UCB
1054
United Community Bank
South Carolina
$251K – – –
PBO
1055
Peoples Bank (Ohio)
Ohio
$250K – – –
HCP
1056
Holt Capital Partners
Texas
$249K – – –
BS
1057
Boenning & Scattergood
Pennsylvania
$248K +$248K +994 New
FIB
1058
First Interstate Bank
Montana
$247K -$20.5K -86 -8%
AA
1059
Addison Advisors
Vermont
$247K – – –
VFA
1060
Valeo Financial Advisors
Indiana
$247K +$247K +1,040 New
LSA
1061
Lion Street Advisors
Texas
$245K +$245K +775 New
SAM
1062
Strategy Asset Managers
California
$245K +$3.79K +16 +2%
FFA
1063
Farther Finance Advisors
California
$243K +$243K +1,024 New
CWA
1064
CM Wealth Advisors
Ohio
$241K -$107K -450 -31%
FOA
1065
Five Oceans Advisors
California
$241K -$2.37K -10 -1%
LIM
1066
Leavell Investment Management
Alabama
$241K – – –
GRP
1067
Global Retirement Partners
California
$241K +$133K +561 +124%
CSPIA
1068
Cary Street Partners Investment Advisory
Virginia
$240K +$4.27K +18 +2%
BFAG
1069
Blackston Financial Advisory Group
Florida
$240K – – –
SWM
1070
SeaCrest Wealth Management
New York
$238K -$2.37K -10 -1%
JJBC
1071
James J. Burns & Company
New York
$237K -$47.4K -200 -17%
MPWT
1072
MassMutual Private Wealth & Trust
Connecticut
$236K -$42.5K -179 -15%
BTWM
1073
Baker Tilly Wealth Management
Wisconsin
$235K +$235K +990 New
W
1074
Wealthquest
Ohio
$235K – – –
CAL
1075
Capital Advisors Ltd
Ohio
$233K +$15.9K +67 +7%
41 42
43
44 45