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Sherwin-Williams

1,392 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 489 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+40
Holders Change %
+2.96%
% of All Funds
22.19%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
508
Reduced
489
Closed
81
Calls
$387M
Puts
$188M
Net Calls
+$199M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
1126
Legacy Financial Advisors
Kentucky
$248K +$11.7K +46 +5%
LCWP
1127
Legacy Capital Wealth Partners
Arkansas
$248K +$248K +973 New
BJL
1128
Brighton Jones LLC
Washington
$248K -$24K -94 -9%
VWM
1129
Valley Wealth Managers
New Jersey
$247K +$11K +43 +5%
CHP
1130
Cable Hill Partners
Oregon
$247K -$12.2K -48 -5%
WI
1131
WrapManager Inc
California
$247K -$6.89K -27 -3%
LFAS
1132
Level Four Advisory Services
Texas
$246K -$34.9K -137 -12%
SAM
1133
Silvercrest Asset Management
New York
$245K -$12.2K -48 -5%
MLA
1134
My Legacy Advisors
Oregon
$242K +$50.6K +212 +26%
APIM
1135
Agate Pass Investment Management
Washington
$242K
PCA
1136
Peddock Capital Advisors
Massachusetts
$241K
FMTC
1137
Farmers & Merchants Trust Company
California
$240K
ETC
1138
Exchange Traded Concepts
Oklahoma
$240K +$237K +931 +9,310%
KWM
1139
Kingsview Wealth Management
Oregon
$240K -$7.65K -30 -3%
FG
1140
Fiduciary Group
Georgia
$239K
CCA
1141
Childress Capital Advisors
Texas
$237K +$237K +929 New
EFG
1142
Ethos Financial Group
Pennsylvania
$235K +$235K +922 New
BCCM
1143
Bridge Creek Capital Management
Massachusetts
$235K
LC
1144
Lavaca Capital
Texas
$235K
NP
1145
NorthRock Partners
Minnesota
$234K +$23.5K +92 +11%
LSA
1146
Lion Street Advisors
Texas
$234K +$18.9K +74 +9%
EIG
1147
Ellenbecker Investment Group
Wisconsin
$233K
SC
1148
Schulhoff & Co
Ohio
$232K
HAIM
1149
Hunter Associates Investment Management
Pennsylvania
$232K +$232K +910 New
WA
1150
Waterford Advisors
New York
$230K