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Sherwin-Williams

1,290 hedge funds and large institutions have $44.6B invested in Sherwin-Williams in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 472 increasing their positions, 503 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
-32
Holders Change %
-2.42%
% of All Funds
20.65%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.51%
New
102
Increased
472
Reduced
503
Closed
111
Calls
$212M
Puts
$173M
Net Calls
+$39M
Net Calls Change
-$83.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BONH
1201
Bank of New Hampshire
New Hampshire
$20.2K
DFC
1202
DB Fitzpatrick & Co
Idaho
$19.6K -$6.74K -30 -26%
CWC
1203
Carolinas Wealth Consulting
North Carolina
$19.5K +$2.24K +10 +13%
ETC
1204
Exchange Traded Concepts
Oklahoma
$19.3K +$14.6K +65 +310%
HWA
1205
Heritage Wealth Advisors
Virginia
$18.9K -$18.9K -84 -50%
CWM
1206
Compass Wealth Management
Connecticut
$18.4K +$4.27K +19 +30%
HF
1207
Halpern Financial
Virginia
$18.2K
TCWA
1208
Ten Capital Wealth Advisors
Washington
$18K -$1.12K -5 -6%
CMA
1209
Cedar Mountain Advisors
Oregon
$17.5K
BAAM
1210
Baker Avenue Asset Management
California
$17.3K +$225 +1 +1%
SIS
1211
Sound Income Strategies
Florida
$16.9K
First Manhattan
1212
First Manhattan
New York
$16.4K -$37.8K -168 -70%
M
1213
MOTCO
Texas
$16.2K
BWP
1214
Baldwin Wealth Partners
Massachusetts
$15.7K
BIA
1215
Bell Investment Advisors
California
$15.5K -$3.82K -17 -20%
QL
1216
Quarry LP
New York
$14.2K +$6.52K +29 +85%
IWP
1217
IAG Wealth Partners
Wisconsin
$13.5K
HH
1218
HWG Holdings
Texas
$12.8K -$137K -611 -91%
CWP
1219
Concord Wealth Partners
Virginia
$12.8K -$2.92K -13 -19%
CFFP
1220
Center for Financial Planning
Michigan
$12.1K
GFWA
1221
Grey Fox Wealth Advisors
Delaware
$11.9K +$5.17K +23 +77%
AFG
1222
Albion Financial Group
Utah
$11.5K +$11.5K +51 New
RCM
1223
Raleigh Capital Management
North Carolina
$11.3K +$7.88K +35 +233%
CT
1224
Cambridge Trust
Massachusetts
$11.2K
DIP
1225
DT Investment Partners
Pennsylvania
$10.7K +$10.7K +46 New