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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 %
LFAS
1051
Level Four Advisory Services
Texas
$292K -$30.8K -116 -10%
TRIA
1052
Trail Ridge Investment Advisors
Colorado
$292K -$1.14M -4,302 -80%
AC
1053
Allstate Corporation
Illinois
$292K +$35K +132 +14%
YIA
1054
YHB Investment Advisors
Connecticut
$290K +$2.92K +11 +1%
QT
1055
Quantbot Technologies
New York
$290K -$8.53M -32,128 -97%
AWA
1056
Aaron Wealth Advisors
Illinois
$289K +$289K +1,089 New
RWB
1057
RMR Wealth Builders
New Jersey
$288K – – –
MBTD
1058
Mechanics Bank - Trust Department
California
$287K – – –
GFG
1059
GR Financial Group
Arizona
$286K +$531 +2 +0.2%
T
1060
TOBAM
France
$285K -$53.4K -201 -16%
AAG
1061
Armstrong Advisory Group
Massachusetts
$285K – – –
BJL
1062
Brighton Jones LLC
Washington
$283K +$21.5K +81 +8%
HCM
1063
Howland Capital Management
Massachusetts
$283K -$24.4K -92 -8%
EWA
1064
Encompass Wealth Advisors
Oregon
$282K – – –
BFA
1065
Beacon Financial Advisory
Ohio
$282K +$26.8K +101 +11%
UCB
1066
United Community Bank
South Carolina
$279K -$1.33K -5 -0.5%
EWM
1067
Endowment Wealth Management
Wisconsin
$277K +$21K +79 +8%
AA
1068
Addison Advisors
Vermont
$276K – – –
EH
1069
Equitable Holdings
New York
$272K +$272K +1,026 New
PBO
1070
Peoples Bank (Ohio)
Ohio
$271K – – –
LIM
1071
Leavell Investment Management
Alabama
$270K – – –
SIA
1072
Schechter Investment Advisors
Michigan
$270K +$11.1K +42 +4%
CHP
1073
Cable Hill Partners
Oregon
$270K -$4.25K -16 -2%
BFAG
1074
Blackston Financial Advisory Group
Florida
$268K – – –
SAM
1075
Silvercrest Asset Management
New York
$268K -$27.1K -102 -9%
41 42
43
44 45