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Sherwin-Williams
SHW

Overview Fund Activity

1,322 hedge funds and large institutions have $47.5B invested in Sherwin-Williams in 2022 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 446 increasing their positions, 503 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,322
Holders Change
+71
Holders Change %
+5.68%
% of All Funds
21.33%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.6%
New
166
Increased
446
Reduced
503
Closed
71
Calls
$391M
Puts
$268M
Net Calls
+$122M
Net Calls Change
+$38.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$415M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$350M
3
Ameriprise
Ameriprise
Minnesota
+$266M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$175M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$157M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
2
Brown Advisory
Brown Advisory
Maryland
-$245M
3
DCP
D1 Capital Partners
New York
-$235M
4
Capital World Investors
Capital World Investors
California
-$122M
5
Capital International Investors
Capital International Investors
California
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
1226
One Wealth Advisors
California
$20.4K -$278K -1,173 -93%
BIA
1227
Bell Investment Advisors
California
$20.4K +$12.3K +52 +153%
TCWA
1228
Ten Capital Wealth Advisors
Washington
$20.2K -$5.22K -22 -21%
HF
1229
Halpern Financial
Virginia
$19.2K – – –
CMA
1230
Cedar Mountain Advisors
Oregon
$18.5K – – –
CWC
1231
Carolinas Wealth Consulting
North Carolina
$18.2K +$1.65K +7 +10%
BAAM
1232
Baker Avenue Asset Management
California
$18K +$18K +76 New
SIS
1233
Sound Income Strategies
Florida
$17.8K – – –
GI
1234
Gradient Investments
Minnesota
$17.3K +$237 +1 +1%
M
1235
MOTCO
Texas
$17.1K – – –
BWP
1236
Baldwin Wealth Partners
Massachusetts
$16.6K – – –
CWP
1237
Concord Wealth Partners
Virginia
$16.6K +$16.6K +70 New
GIS
1238
Grayhawk Investment Strategies
Alberta, Canada
$16.4K +$7.94K +65 +94%
HNWAG
1239
High Net Worth Advisory Group
Florida
$15.7K – – –
GIA
1240
GHP Investment Advisors
Colorado
$15.4K +$7.33K +31 +91%
CWM
1241
Compass Wealth Management
Connecticut
$15K +$15K +63 New
IWP
1242
IAG Wealth Partners
Wisconsin
$14.2K -$2.61K -11 -15%
CFFP
1243
Center for Financial Planning
Michigan
$12.8K – – –
CT
1244
Cambridge Trust
Massachusetts
$12K -$4.8K -20 -29%
WCMN
1245
Westchester Capital Management (Nebraska)
Nebraska
$10.7K – – –
CHA
1246
Carmichael Hill & Associates
Maryland
$10.7K – – –
CAS
1247
Coppell Advisory Solutions
Texas
$10.7K +$10.7K +45 New
CASC
1248
Coppell Advisory Solutions Corp
Texas
$10.7K +$10.7K +45 New
CT
1249
Colonial Trust
South Carolina
$10.6K – – –
HWM
1250
HighMark Wealth Management
Minnesota
$10.2K +$2.14K +9 +26%
48 49
50
51 52