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Sherwin-Williams

1,571 hedge funds and large institutions have $68.3B invested in Sherwin-Williams in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 508 increasing their positions, 630 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,571
Holders Change
+71
Holders Change %
+4.73%
% of All Funds
22.77%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
174
Increased
508
Reduced
630
Closed
88
Calls
$282M
Puts
$465M
Net Calls
-$182M
Net Calls Change
-$357M
Name Holding Trade Value Shares
Change
Shares
Change %
NCTC
1251
New Covenant Trust Company
Indiana
$289K +$289K +833 New
SWM
1252
Stockman Wealth Management
Montana
$287K +$695 +2 +0.2%
LSA
1253
Lion Street Advisors
Texas
$287K
LAM
1254
L2 Asset Management
Massachusetts
$286K +$20.8K +60 +8%
FA
1255
Faithward Advisors
Pennsylvania
$286K +$286K +823 New
SPIS
1256
Steward Partners Investment Solutions
Oregon
$286K +$286K +822 New
MM
1257
MQS Management
New York
$285K -$601K -1,729 -68%
FG
1258
Fiduciary Group
Georgia
$285K -$40.3K -116 -12%
ETIA
1259
Epic Trust Investment Advisors
Washington
$285K +$347 +1 +0.1%
FNWA
1260
Financial Network Wealth Advisors
Utah
$284K -$32.3K -93 -10%
TWM
1261
Tradition Wealth Management
Minnesota
$284K -$245K -705 -46%
PWM
1262
Prentice Wealth Management
New York
$284K +$284K +817 New
WC
1263
Waterloo Capital
Texas
$283K -$118K -340 -29%
WI
1264
WrapManager Inc
California
$281K -$37.2K -107 -12%
SB
1265
Simmons Bank
Arkansas
$281K -$4.17K -12 -1%
ESB
1266
Essex Savings Bank
Connecticut
$281K
AAG
1267
Armstrong Advisory Group
Massachusetts
$280K
AFT
1268
Alpha Family Trust
California
$280K
MTC
1269
McDaniel Terry & Co
Texas
$279K +$279K +804 New
CJ
1270
Caitlin John
Michigan
$279K
CD
1271
Chapin Davis
Maryland
$278K +$10.4K +30 +4%
TNB
1272
Thomasville National Bank
Georgia
$278K
BI
1273
Bramshill Investments
Florida
$278K +$278K +800 New
JWCA
1274
J.W. Cole Advisors
Florida
$277K +$15.2K +44 +6%
DLA
1275
Douglas Lane & Associates
New York
$276K +$6.25K +18 +2%