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Sherwin-Williams

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Shares
Change %
TCBWMS
1201
Texas Capital Bank Wealth Management Services
Texas
$287K +$287K +961 New
PWMG
1202
Prestige Wealth Management Group
New Jersey
$284K -$40.9K -137 -13%
PCA
1203
Peddock Capital Advisors
Massachusetts
$282K
CIA
1204
Choate Investment Advisors
Massachusetts
$281K +$15.2K +51 +6%
FMTC
1205
Farmers & Merchants Trust Company
California
$281K -$2.69K -9 -0.9%
ACGA
1206
Atlanta Consulting Group Advisors
Georgia
$279K -$5.97K -20 -2%
CWS
1207
Confluence Wealth Services
Pennsylvania
$279K +$97.9K +328 +54%
THWM
1208
Taylor Hoffman Wealth Management
Virginia
$279K +$50.9K +172 +22%
AWM
1209
Aries Wealth Management
Maine
$278K
JWCA
1210
J.W. Cole Advisors
Florida
$278K +$39.7K +133 +17%
XT
1211
XTX Topco
Cayman Islands
$278K +$278K +930 New
AC
1212
Asio Capital
Kentucky
$276K -$1.49K -5 -0.5%
TPI
1213
Trust Point Inc
Wisconsin
$275K -$70.7K -237 -20%
LSA
1214
Lion Street Advisors
Texas
$275K +$597 +2 +0.2%
OIS
1215
Okabena Investment Services
Minnesota
$275K
WAP
1216
Wealthcare Advisory Partners
Pennsylvania
$274K +$75.2K +252 +38%
BCCM
1217
Bridge Creek Capital Management
Massachusetts
$273K
AT
1218
Arvest Trust
Oklahoma
$273K
BCV
1219
Banque Cantonale Vaudoise
Switzerland
$273K +$273K +914 New
HAIM
1220
Hunter Associates Investment Management
Pennsylvania
$272K
SC
1221
Schulhoff & Co
Ohio
$272K
PWG
1222
Portside Wealth Group
Utah
$272K -$1.49K -5 -0.5%
DWM
1223
Defined Wealth Management
Oregon
$271K +$1.19K +4 +0.4%
FNWA
1224
Financial Network Wealth Advisors
Utah
$271K +$26K +87 +11%
CAM
1225
Creekmur Asset Management
Illinois
$269K +$3.58K +12 +1%