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Sherwin-Williams
SHW

Overview Fund Activity

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

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$506M
2
Parnassus Investments
Parnassus Investments
California
+$208M
3
Bessemer Group
Bessemer Group
New Jersey
+$184M
4
Norges Bank
Norges Bank
Norway
+$128M
5
PAM
PineStone Asset Management
Quebec, Canada
+$116M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$518M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$309M
3
DCP
D1 Capital Partners
New York
-$240M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$224M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCMN
1226
Westchester Capital Management (Nebraska)
Nebraska
$10.1K – – –
CHA
1227
Carmichael Hill & Associates
Maryland
$10.1K – – –
CT
1228
Clearstead Trust
Maine
$10.1K +$10.1K +45 New
AWM
1229
Abound Wealth Management
Tennessee
$9.45K +$3.6K +16 +62%
TIM
1230
Tortoise Investment Management
New York
$9.44K – – –
AWM
1231
Atticus Wealth Management
Florida
$8.54K -$674 -3 -7%
EIM
1232
Essex Investment Management
Massachusetts
$8.09K – – –
HWM
1233
HighMark Wealth Management
Minnesota
$7.64K -$2.02K -9 -21%
GIA
1234
GHP Investment Advisors
Colorado
$7.61K -$6.94K -31 -48%
CWA
1235
Carolina Wealth Advisors
South Carolina
$7.42K – – –
CSB
1236
City State Bank
Iowa
$7K +$7K +30 New
PCA
1237
Providence Capital Advisors
North Carolina
$6.74K +$3.37K +15 +100%
BWM
1238
BerganKDV Wealth Management
Minnesota
$6.1K – – –
SC
1239
Schubert & Co
Texas
$6.07K +$450 +2 +8%
HC
1240
Hoese & Co
Minnesota
$5.75K – – –
BCM
1241
Birch Capital Management
Texas
$5.63K – – –
FWM
1242
Focused Wealth Management
New York
$5.62K +$5.62K +25 New
JMF
1243
Johnson Midwest Financial
Iowa
$5.39K – – –
NC
1244
NewSquare Capital
Pennsylvania
$5.39K +$5.39K +24 New
EBA
1245
Eagle Bay Advisors
New York
$5.2K -$2.49K -11 -32%
JWM
1246
Janiczek Wealth Management
Colorado
$4.97K – – –
PMFA
1247
Plante Moran Financial Advisors
Michigan
$4.72K -$2.02K -9 -30%
BLC
1248
Brown, Lisle/Cummings
Rhode Island
$4.72K – – –
RA
1249
Rise Advisors
New York
$4.37K – – –
TFM
1250
TFC Financial Management
Massachusetts
$4.28K +$901 +4 +27%
48 49
50
51 52