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Sherwin-Williams

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
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
1101
Edmond de Rothschild Holding
Switzerland
$163K +$25.6K +114 +19%
SIC
1102
SJS Investment Consulting
Ohio
$163K -$1.35K -6 -0.8%
TFGT
1103
TS Financial Group (TSFG)
Illinois
$162K
AA
1104
Alta Advisers
United Kingdom
$157K
AI
1105
AXS Investments
New York
$155K -$19.3K -86 -11%
DMBA
1106
Deseret Mutual Benefit Administrators
Utah
$155K +$6.07K +27 +4%
WP
1107
WealthPLAN Partners
Nebraska
$152K +$152K +674 New
TPCW
1108
TD Private Client Wealth
New York
$143K -$1.92M -8,538 -93%
MCM
1109
Manchester Capital Management
Vermont
$143K
MIA
1110
Milestone Investment Advisors
Wisconsin
$141K +$141K +628 New
EWA
1111
EverSource Wealth Advisors
Alabama
$141K +$6.73K +30 +5%
GWS
1112
Glassman Wealth Services
Virginia
$140K
TCPG
1113
Trivant Custom Portfolio Group
California
$138K +$138K +612 New
EWM
1114
Evermay Wealth Management
Virginia
$135K
FCA
1115
Fortis Capital Advisors
Kansas
$134K -$52.4K -233 -28%
NFSG
1116
Newbridge Financial Services Group
Florida
$133K +$54.4K +242 +69%
VWM
1117
Venturi Wealth Management
Texas
$131K +$131K +581 New
BAM
1118
Baldrige Asset Management
Pennsylvania
$128K +$450 +2 +0.4%
RFA
1119
Resurgent Financial Advisors
Georgia
$118K -$96.4K -429 -45%
POIA
1120
Pin Oak Investment Advisors
Texas
$117K
SC
1121
Skylands Capital
Wisconsin
$112K
FCFS
1122
First Command Financial Services
Texas
$111K -$89.9K -400 -45%
FCB
1123
First Command Bank
Texas
$111K -$89.9K -400 -45%
DWA
1124
Dougherty Wealth Advisers
Minnesota
$108K
CFGS
1125
Concourse Financial Group Securities
Alabama
$106K -$48.8K -3,336 -32%