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Sherwin-Williams
SHW

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$281M
2
Holocene Advisors
Holocene Advisors
New York
+$228M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$172M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$168M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$709M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$446M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$407M
4
Capital International Investors
Capital International Investors
California
-$160M
5
Capital World Investors
Capital World Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCCM
1101
Bridge Creek Capital Management
Massachusetts
$245K – – –
LC
1102
Lavaca Capital
Texas
$244K +$244K +920 New
JJBC
1103
James J. Burns & Company
New York
$244K -$21.8K -82 -8%
TSS
1104
Two Sigma Securities
New York
$243K -$906K -3,413 -79%
GIA
1105
Gateway Investment Advisers
Ohio
$242K -$14.3K -54 -6%
EIG
1106
Ellenbecker Investment Group
Wisconsin
$242K – – –
SC
1107
Schulhoff & Co
Ohio
$242K – – –
FIA
1108
Foundations Investment Advisors
Arizona
$241K +$241K +909 New
LCM
1109
Landscape Capital Management
New Jersey
$241K +$241K +908 New
SWG
1110
Summit Wealth Group
Vermont
$239K -$53.5M -201,393 -100%
WA
1111
Waterford Advisors
New York
$239K – – –
BCFD
1112
Boit C.F. David
$239K – – –
TBC
1113
Ted Buchan & Co
California
$238K – – –
FTWA
1114
Fifth Third Wealth Advisors
Ohio
$237K +$237K +894 New
JWCA
1115
J.W. Cole Advisors
Florida
$237K -$27.9K -105 -11%
GL
1116
Graypoint LLC
New York
$237K +$237K +891 New
DWM
1117
Defined Wealth Management
Oregon
$237K +$237K +891 New
PTC
1118
Petrus Trust Company
Texas
$236K -$266K -1,001 -53%
MCWS
1119
McKinley Carter Wealth Services
West Virginia
$236K +$236K +888 New
KOC
1120
Koss-Olinger Consulting
Florida
$235K +$235K +885 New
CAG
1121
Csenge Advisory Group
Florida
$234K +$234K +880 New
WFA
1122
WMG Financial Advisors
Tennessee
$233K -$5.31K -20 -2%
AC
1123
Avestar Capital
New York
$233K +$233K +878 New
MFG
1124
Menard Financial Group
Texas
$233K -$50.4K -190 -18%
JWA
1125
JFS Wealth Advisors
Pennsylvania
$232K +$5.84K +22 +3%
43 44
45
46 47