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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 %
EWM
1076
Endowment Wealth Management
Wisconsin
$232K +$232K +978 New
1W
1077
1776 Wealth
Georgia
$227K +$227K +958 New
JWCA
1078
J.W. Cole Advisors
Florida
$227K +$227K +955 New
RFA
1079
Resurgent Financial Advisors
Georgia
$226K +$226K +952 New
TCOV
1080
Trust Company of Vermont
Vermont
$225K -$1.19K -5 -0.5%
APIM
1081
Agate Pass Investment Management
Washington
$225K -$48.7K -205 -18%
PCA
1082
Peddock Capital Advisors
Massachusetts
$224K +$224K +945 New
JCM
1083
Jacobi Capital Management
Pennsylvania
$223K -$33.9K -143 -13%
SB
1084
Simmons Bank
Arkansas
$223K +$223K +938 New
FMTC
1085
Farmers & Merchants Trust Company
California
$223K +$223K +938 New
FG
1086
Fiduciary Group
Georgia
$222K -$19K -80 -8%
CCA
1087
Childress Capital Advisors
Texas
$220K +$220K +928 New
CIA
1088
Capital Investment Advisors
Georgia
$219K +$219K +925 New
BCCM
1089
Bridge Creek Capital Management
Massachusetts
$219K +$219K +921 New
JCM
1090
Janney Capital Management
Pennsylvania
$217K +$217K +915 New
FIA
1091
Foundations Investment Advisors
Arizona
$217K +$217K +914 New
SC
1092
Schulhoff & Co
Ohio
$216K +$216K +911 New
EIG
1093
Ellenbecker Investment Group
Wisconsin
$216K +$216K +914 New
CWG
1094
Crown Wealth Group
North Carolina
$216K +$216K +910 New
MS
1095
Maven Securities
Jersey
$215K +$215K +905 New
CA
1096
Continuum Advisory
Idaho
$215K +$215K +905 New
VCM
1097
Versant Capital Management
Arizona
$214K – – –
MAM
1098
Martingale Asset Management
Massachusetts
$214K +$214K +902 New
WA
1099
Waterford Advisors
New York
$214K +$214K +900 New
Kovitz Investment Group Partners
1100
Kovitz Investment Group Partners
Illinois
$214K +$214K +902 New
42 43
44
45 46