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Sherwin-Williams

1,571 hedge funds and large institutions have $68.3B invested in Sherwin-Williams in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 508 increasing their positions, 630 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,571
Holders Change
+71
Holders Change %
+4.73%
% of All Funds
22.77%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
174
Increased
508
Reduced
630
Closed
88
Calls
$282M
Puts
$465M
Net Calls
-$182M
Net Calls Change
-$357M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
1176
Colonial Trust
South Carolina
$357K
UCB
1177
United Community Bank
South Carolina
$356K -$5.91K -17 -2%
BFAG
1178
Blackston Financial Advisory Group
Florida
$350K -$1.04K -3 -0.3%
RCAG
1179
Rehmann Capital Advisory Group
Michigan
$348K +$48.6K +140 +16%
GWA
1180
Gibson Wealth Advisors
Texas
$347K +$347K +1,000 New
BL
1181
Balentine LLC
Georgia
$347K +$63.2K +182 +22%
PCM
1182
Penserra Capital Management
California
$347K -$371K -1,072 -52%
HC
1183
Hendley & Co
Ohio
$347K
EWM
1184
Endowment Wealth Management
Wisconsin
$347K -$17.4K -50 -5%
JWA
1185
JFS Wealth Advisors
Pennsylvania
$347K +$9.73K +28 +3%
W
1186
Wealthquest
Ohio
$346K -$1.74K -5 -0.5%
NAS
1187
Nicolet Advisory Services
Wisconsin
$346K +$12.4K +37 +4%
WA
1188
Waterford Advisors
New York
$345K
PPWP
1189
Premier Path Wealth Partners
New Jersey
$344K -$38.9K -112 -10%
AT
1190
Arden Trust
Delaware
$343K -$27.1K -78 -7%
WA
1191
Waverly Advisors
Alabama
$343K +$343K +987 New
SQA
1192
Simon Quick Advisors
New Jersey
$342K +$47.2K +136 +16%
UFF
1193
USA Financial Formulas
Michigan
$340K -$105K -301 -24%
NGA
1194
Naples Global Advisors
Florida
$339K
FBB
1195
Fulton Breakefield Broenniman
Maryland
$339K -$8.68K -25 -3%
UHC
1196
Union Heritage Capital
Michigan
$337K +$337K +971 New
WG
1197
Wealth Group
North Carolina
$337K +$337K +970 New
BJL
1198
Brighton Jones LLC
Washington
$337K -$28.5K -82 -8%
JCM
1199
Jacobi Capital Management
Pennsylvania
$333K -$58K -167 -15%
KWM
1200
Kingsview Wealth Management
Oregon
$333K -$4.17K -12 -1%