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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 %
EWA
1151
EverSource Wealth Advisors
Alabama
$212K +$46.2K +174 +28%
FHC
1152
First Heartland Consultants
Missouri
$212K +$212K +799 New
AIM
1153
Aspen Investment Management
Michigan
$212K +$212K +800 New
WEG
1154
World Equity Group
Illinois
$210K -$3.26M -12,292 -94%
FZCM
1155
Flynn Zito Capital Management
New York
$210K +$210K +789 New
FPAS
1156
Focus Partners Advisor Solutions
Missouri
$210K +$210K +789 New
JWBC
1157
J.W. Burns & Co
New York
$209K +$209K +789 New
BFC
1158
Blue Fin Capital
Rhode Island
$208K +$208K +782 New
RWP
1159
RWA Wealth Partners
Massachusetts
$207K +$207K +781 New
THWM
1160
Taylor Hoffman Wealth Management
Virginia
$205K +$205K +771 New
WSCM
1161
Wellington Shields Capital Management
New York
$204K +$204K +770 New
BCM
1162
Becker Capital Management
Oregon
$204K +$204K +768 New
AP
1163
Arlington Partners
Alabama
$202K +$122K +461 +153%
SMA
1164
Sage Mountain Advisors
Georgia
$202K +$202K +761 New
VC
1165
Veracity Capital
Georgia
$201K +$201K +757 New
SIC
1166
SJS Investment Consulting
Ohio
$193K +$1.33K +5 +0.7%
TFGT
1167
TS Financial Group (TSFG)
Illinois
$191K – – –
AA
1168
Alta Advisers
United Kingdom
$186K – – –
EDRH
1169
Edmond de Rothschild Holding
Switzerland
$185K -$7.97K -30 -4%
TPCW
1170
TD Private Client Wealth
New York
$180K +$11.4K +43 +7%
AI
1171
AXS Investments
New York
$179K -$4.51K -17 -2%
DMBA
1172
Deseret Mutual Benefit Administrators
Utah
$173K -$10.1K -38 -6%
GWS
1173
Glassman Wealth Services
Virginia
$172K +$6.9K +26 +4%
MCM
1174
Manchester Capital Management
Vermont
$167K -$2.12K -8 -1%
TCPG
1175
Trivant Custom Portfolio Group
California
$162K – – –
45 46
47
48 49