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Sherwin-Williams

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
1076
Capital Advisors Ltd
Ohio
$267K +$15.4K +58 +6%
LSA
1077
Lion Street Advisors
Texas
$267K +$267K +842 New
HC
1078
Hendley & Co
Ohio
$266K +$266K +1,000 New
FBB
1079
Fulton Breakefield Broenniman
Maryland
$266K +$4.78K +18 +2%
PCP
1080
Proficio Capital Partners
Massachusetts
$265K +$15.9K +60 +6%
WI
1081
WrapManager Inc
California
$264K
HT
1082
Headlands Technologies
Illinois
$263K +$156K +587 +145%
W
1083
Wealthquest
Ohio
$263K
KWM
1084
Kingsview Wealth Management
Oregon
$258K -$53.9K -203 -17%
ATPW
1085
Ashton Thomas Private Wealth
Arizona
$257K +$257K +969 New
BTWM
1086
Baker Tilly Wealth Management
Wisconsin
$256K -$26.6K -100 -9%
SCM
1087
Stevens Capital Management
Pennsylvania
$256K +$256K +964 New
JCM
1088
Jacobi Capital Management
Pennsylvania
$256K
FFBTD
1089
First Financial Bank - Trust Division
Ohio
$254K -$26.6K -100 -9%
PWMAG
1090
Pinnacle Wealth Management Advisory Group
New Jersey
$252K +$6.9K +26 +3%
APIM
1091
Agate Pass Investment Management
Washington
$251K
CSPIA
1092
Cary Street Partners Investment Advisory
Virginia
$251K -$22.8K -86 -8%
PCA
1093
Peddock Capital Advisors
Massachusetts
$251K
FMTC
1094
Farmers & Merchants Trust Company
California
$250K
FG
1095
Fiduciary Group
Georgia
$249K
FWI
1096
Facet Wealth Inc
Maryland
$249K +$249K +896 New
TCOV
1097
Trust Company of Vermont
Vermont
$247K
LFA
1098
Legacy Financial Advisors
Kentucky
$246K +$246K +928 New
VWM
1099
Valley Wealth Managers
New Jersey
$246K +$2.39K +9 +1%
T
1100
TRUADVICE
Florida
$246K -$34.1K -125 -12%