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Sherwin-Williams
SHW

Overview Fund Activity

1,298 hedge funds and large institutions have $44.9B invested in Sherwin-Williams in 2022 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 463 increasing their positions, 513 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
-49
Holders Change %
-3.64%
% of All Funds
21.95%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.52%
New
94
Increased
463
Reduced
513
Closed
123
Calls
$344M
Puts
$286M
Net Calls
+$58.1M
Net Calls Change
+$15.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.23B
2
ClearBridge Investments
ClearBridge Investments
New York
+$416M
3
Morgan Stanley
Morgan Stanley
New York
+$255M
4
Citadel Advisors
Citadel Advisors
Florida
+$106M
5
FAM
Foxhaven Asset Management
Virginia
+$87.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$594M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$501M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$438M
4
WCM Investment Management
WCM Investment Management
California
-$228M
5
BlackRock
BlackRock
New York
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
1101
Cary Street Partners Investment Advisory
Virginia
$210K +$15.5K +69 +8%
AWA
1102
Aaron Wealth Advisors
Illinois
$209K -$36.3M -162,564 -99%
WFA
1103
WMG Financial Advisors
Tennessee
$209K -$33.4K -149 -14%
BCCM
1104
Bridge Creek Capital Management
Massachusetts
$206K – – –
MAG
1105
MRA Advisory Group
New Jersey
$206K – – –
WPC
1106
Wedmont Private Capital
Pennsylvania
$206K +$206K +922 New
PA
1107
Procyon Advisors
Connecticut
$205K -$5.16K -23 -2%
RFA
1108
Resurgent Financial Advisors
Georgia
$205K -$4.47K -20 -2%
ALAM
1109
Asahi Life Asset Management
Japan
$205K +$205K +915 New
EIG
1110
Ellenbecker Investment Group
Wisconsin
$204K -$1.79K -8 -0.9%
VCM
1111
Versant Capital Management
Arizona
$204K – – –
EWM
1112
Endowment Wealth Management
Wisconsin
$203K -$1.12K -5 -0.5%
BTWM
1113
Baker Tilly Wealth Management
Wisconsin
$203K +$10.8K +48 +6%
AIM
1114
Aspen Investment Management
Michigan
$202K – – –
JCM
1115
Janney Capital Management
Pennsylvania
$202K – – –
JCM
1116
Jacobi Capital Management
Pennsylvania
$201K -$1.34K -6 -0.7%
SIC
1117
Samalin Investment Counsel
New York
$200K – – –
MFC
1118
Mechanics Financial Corp
Ohio
$195K – – –
VWM
1119
Valley Wealth Managers
New Jersey
$190K -$72.3K -323 -28%
HR
1120
Howe & Rusling
New York
$188K – – –
HWA
1121
HHM Wealth Advisors
Tennessee
$185K – – –
CAL
1122
Capital Advisors Ltd
Ohio
$180K +$55.6K +248 +45%
MAM
1123
Magellan Asset Management
Australia
$171K +$90.7K +404 +113%
TFGT
1124
TS Financial Group (TSFG)
Illinois
$170K +$8.95K +40 +6%
VanEck Associates
1125
VanEck Associates
New York
$168K -$6.55M -29,325 -97%
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