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Sherwin-Williams
SHW

Overview Fund Activity

1,352 hedge funds and large institutions have $52.5B invested in Sherwin-Williams in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 474 increasing their positions, 487 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,352
Holders Change
+62
Holders Change %
+4.81%
% of All Funds
21.32%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.65%
New
146
Increased
474
Reduced
487
Closed
74
Calls
$231M
Puts
$189M
Net Calls
+$41.7M
Net Calls Change
+$2.68M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$540M
2
Holocene Advisors
Holocene Advisors
New York
$376M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$336M
4
Capital Research Global Investors
Capital Research Global Investors
California
$555M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$654M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$871M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.55B
4
Capital International Investors
Capital International Investors
California
$608M
5
Capital World Investors
Capital World Investors
California
$725M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1301
Tradition Wealth Management
Minnesota
$6K +$783 +3 +15%
AW
1302
Avion Wealth
Texas
$6K +$3.84K +16 +178%
JWM
1303
Janiczek Wealth Management
Colorado
$5.84K – – –
FGAM
1304
Financial Gravity Asset Management
Texas
$5.63K +$18 +41 +0.3%
TFM
1305
TFC Financial Management
Massachusetts
$5.59K +$532 +2 +11%
BLC
1306
Brown, Lisle/Cummings
Rhode Island
$5.58K – – –
PMFA
1307
Plante Moran Financial Advisors
Michigan
$5.58K – – –
DI
1308
Disciplined Investments
Oklahoma
$5.05K +$531 +2 +12%
BG
1309
Bollard Group
Massachusetts
$5K +$5K +18 New
EBA
1310
Eagle Bay Advisors
New York
$4.81K -$1.34K -5 -22%
TWP
1311
TFO Wealth Partners
Ohio
$4.78K – – –
WPWM
1312
Western Pacific Wealth Management
Illinois
$4.78K – – –
GFPC
1313
Global Financial Private Client
Florida
$4.75K – – –
FCA
1314
FinTrust Capital Advisors
South Carolina
$4.27K – – –
SIS
1315
Strategic Investment Solutions
Illinois
$4.23K – – –
HBW
1316
Hazlett, Burt & Watson
West Virginia
$4K +$4K +14 New
CCM
1317
Chilton Capital Management
Texas
$3.98K – – –
MFT
1318
Moisand Fitzgerald Tamayo
Florida
$3.98K – – –
PP
1319
Pacifica Partners
Canada
$3.88K – – –
TJHA
1320
Thomas J. Herzfeld Advisors
Florida
$3.72K – – –
WAS
1321
Winch Advisory Services
Wisconsin
$3K – – –
RA
1322
Rise Advisors
New York
$2.97K -$2.16K -8 -42%
BWM
1323
BerganKDV Wealth Management
Minnesota
$2.92K -$4.25K -16 -59%
MFG
1324
Mendota Financial Group
Wisconsin
$2.66K – – –
NRG
1325
Nemes Rush Group
Michigan
$2.66K +$2.66K +10 New
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