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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 %
FCA
1251
FinTrust Capital Advisors
South Carolina
$4.27K – – –
GFPC
1252
Global Financial Private Client
Florida
$4.08K – – –
TWP
1253
TFO Wealth Partners
Ohio
$4.05K +$4.05K +18 New
SIS
1254
Strategic Investment Solutions
Illinois
$4.05K +$4.05K +18 New
WPWM
1255
Western Pacific Wealth Management
Illinois
$4.05K – – –
TWM
1256
Tradition Wealth Management
Minnesota
$4K +$4K +20 New
GBT
1257
Grove Bank & Trust
Florida
$3.82K -$19.8K -88 -84%
DI
1258
Disciplined Investments
Oklahoma
$3.82K -$899 -4 -19%
CIA
1259
Cape Investment Advisory
Georgia
$3.6K +$3.6K +16 New
MFT
1260
Moisand Fitzgerald Tamayo
Florida
$3.37K – – –
CCM
1261
Chilton Capital Management
Texas
$3.37K +$3.37K +15 New
PP
1262
Pacifica Partners
Canada
$3.35K – – –
TJHA
1263
Thomas J. Herzfeld Advisors
Florida
$3.15K – – –
FGAM
1264
Financial Gravity Asset Management
Texas
$3.12K -$3 -12 -0.1%
WAS
1265
Winch Advisory Services
Wisconsin
$3K – – –
MFG
1266
Mendota Financial Group
Wisconsin
$2.5K – – –
CWA
1267
Clearview Wealth Advisors
Oregon
$2.25K +$2.25K +10 New
NSIM
1268
North Star Investment Management
Illinois
$2.02K – – –
TF
1269
Tompkins Financial
New York
$2.02K – – –
RI
1270
Ridgewood Investments
New Jersey
$2.02K +$2.02K +9 New
MFA
1271
McClarren Financial Advisors
Pennsylvania
$2K – – –
KFP
1272
KB Financial Partners
New Jersey
$2K – – –
AW
1273
Avion Wealth
Texas
$2K +$667 +3 +50%
IHWM
1274
Iron Horse Wealth Management
Iowa
$1.8K +$1.8K +8 New
UFF
1275
USA Financial Formulas
Michigan
$1.57K +$1.57K +7 New
49 50
51
52 53