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Sherwin-Williams

1,500 hedge funds and large institutions have $63.5B invested in Sherwin-Williams in 2023 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 499 increasing their positions, 554 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,500
Holders Change
+108
Holders Change %
+7.76%
% of All Funds
21.99%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
220
Increased
499
Reduced
554
Closed
95
Calls
$522M
Puts
$348M
Net Calls
+$174M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1576
BluePath Capital Management
Georgia
-$33.4K -131 Closed
NIC
1577
Northwest Investment Counselors
Oregon
-$31.4K -123 Closed
EARNEST Partners
1578
EARNEST Partners
Georgia
-$29.1K -114 Closed
BAAM
1579
Baker Avenue Asset Management
California
-$27.3K -107 Closed
HWA
1580
Heritage Wealth Advisors
Virginia
-$21.4K -84 Closed
HF
1581
Halpern Financial
Virginia
-$20.7K -81 Closed
FAM
1582
Flaharty Asset Management
Florida
-$19.1K -75 Closed
SVCP
1583
Silicon Valley Capital Partners
California
-$7.67K -30 Closed
RCG
1584
Rock Creek Group
District of Columbia
-$7.65K -30 Closed
MAM
1585
Marquette Asset Management
Minnesota
-$5.87K -23 Closed
BG
1586
Bollard Group
Massachusetts
-$5K -18 Closed
WPWM
1587
Western Pacific Wealth Management
Illinois
-$4.59K -18 Closed
TJHA
1588
Thomas J. Herzfeld Advisors
Florida
-$3.57K -14 Closed
AWA
1589
Authentikos Wealth Advisory
California
-$3.06K -12 Closed
RFA
1590
Register Financial Advisors
Georgia
-$2.84K -11 Closed
Legacy Financial Group (Iowa)
1591
Legacy Financial Group (Iowa)
Iowa
-$2.3K -9 Closed
GJIA
1592
Glass Jacobson Investment Advisors
Maryland
-$1.53K -6 Closed
IPW
1593
Impact Partnership Wealth
Georgia
-$1.28K -5 Closed
CA
1594
Centerpoint Advisors
Massachusetts
-$1K -4 Closed
FSWA
1595
Financial Synergies Wealth Advisors
Texas
-$766 -3 Closed