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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 %
MFC
1126
Mechanics Financial Corp
Ohio
$231K – – –
CB
1127
Cadence Bank
Mississippi
$230K +$230K +868 New
CWM
1128
C2C Wealth Management
Arizona
$230K +$230K +858 New
SF
1129
Symphony Financial
Texas
$229K +$229K +876 New
PWMG
1130
Provence Wealth Management Group
California
$228K +$228K +859 New
HWMG
1131
Hurlow Wealth Management Group
Indiana
$228K -$53.1K -200 -19%
AMCA
1132
Arthur M. Cohen & Associates
Illinois
$227K +$227K +855 New
RCAG
1133
Rehmann Capital Advisory Group
Michigan
$226K +$226K +850 New
VDI
1134
Vaughan David Investments
Illinois
$224K +$224K +845 New
BTI
1135
Blue Trust Inc
Georgia
$223K -$139K -618 -38%
CF
1136
Centaurus Financial
California
$223K -$10.4K -39 -4%
MAM
1137
Martingale Asset Management
Massachusetts
$223K +$223K +838 New
CWG
1138
Crown Wealth Group
North Carolina
$222K -$14.3K -54 -6%
IWP
1139
Invenio Wealth Partners
Florida
$221K +$221K +832 New
CRI
1140
Colonial River Investments
Virginia
$221K +$221K +832 New
CFA
1141
CWS Financial Advisors
Michigan
$221K +$221K +832 New
NP
1142
NorthRock Partners
Minnesota
$220K +$220K +827 New
SWM
1143
Stockman Wealth Management
Montana
$219K -$19.6K -74 -8%
SOS
1144
Silver Oak Securities
Tennessee
$218K -$55K -207 -20%
ICG
1145
InterOcean Capital Group
Tennessee
$218K +$218K +821 New
AWM
1146
Aries Wealth Management
Maine
$218K +$218K +820 New
AC
1147
Asio Capital
Kentucky
$216K +$216K +815 New
PWG
1148
Portside Wealth Group
Utah
$216K +$216K +814 New
AFT
1149
Alpha Family Trust
California
$214K +$214K +805 New
MLA
1150
My Legacy Advisors
Oregon
$214K +$214K +802 New
44 45
46
47 48