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Sherwin-Williams
SHW

Overview Fund Activity

1,290 hedge funds and large institutions have $44.6B invested in Sherwin-Williams in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 472 increasing their positions, 503 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
-32
Holders Change %
-2.42%
% of All Funds
20.65%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.51%
New
102
Increased
472
Reduced
503
Closed
111
Calls
$212M
Puts
$173M
Net Calls
+$39M
Net Calls Change
-$83.4M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$506M
2
Parnassus Investments
Parnassus Investments
California
+$208M
3
Bessemer Group
Bessemer Group
New Jersey
+$184M
4
Norges Bank
Norges Bank
Norway
+$128M
5
PAM
PineStone Asset Management
Quebec, Canada
+$116M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$518M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$309M
3
DCP
D1 Capital Partners
New York
-$240M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$224M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
APIM
1076
Agate Pass Investment Management
Washington
$213K – – –
PCA
1077
Peddock Capital Advisors
Massachusetts
$212K – – –
FMTC
1078
Farmers & Merchants Trust Company
California
$212K +$674 +3 +0.3%
PCP
1079
Proficio Capital Partners
Massachusetts
$211K -$64.5K -287 -23%
FG
1080
Fiduciary Group
Georgia
$211K – – –
BCFD
1081
Boit C.F. David
$210K – – –
TCOV
1082
Trust Company of Vermont
Vermont
$209K -$4.5K -20 -2%
NP
1083
Nilsine Partners
Colorado
$209K +$209K +930 New
PWMAG
1084
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$208K +924 New
BCCM
1085
Bridge Creek Capital Management
Massachusetts
$207K – – –
FOA
1086
Five Oceans Advisors
California
$207K -$21.6K -96 -9%
OIS
1087
Okabena Investment Services
Minnesota
$207K +$192K +852 +1,253%
VWM
1088
Valley Wealth Managers
New Jersey
$206K +$10.6K +47 +5%
EIG
1089
Ellenbecker Investment Group
Wisconsin
$205K – – –
SC
1090
Schulhoff & Co
Ohio
$205K – – –
JCM
1091
Janney Capital Management
Pennsylvania
$204K -$1.35K -6 -0.7%
SIC
1092
Samalin Investment Counsel
New York
$202K +$674 +3 +0.3%
SWM
1093
Stockman Wealth Management
Montana
$202K +$202K +899 New
WFA
1094
WMG Financial Advisors
Tennessee
$202K – – –
WA
1095
Waterford Advisors
New York
$202K – – –
TBC
1096
Ted Buchan & Co
California
$201K +$201K +895 New
CWG
1097
Crown Wealth Group
North Carolina
$200K -$4.27K -19 -2%
CF
1098
Centaurus Financial
California
$197K -$673 -3 -0.3%
MFC
1099
Mechanics Financial Corp
Ohio
$196K – – –
JWA
1100
JFS Wealth Advisors
Pennsylvania
$191K -$5.84K -26 -3%
42 43
44
45 46