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Sherwin-Williams
SHW

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.82B
2
AIM
Alphinity Investment Management
Australia
+$433M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$400M
4
Capital World Investors
Capital World Investors
California
+$335M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$472M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$440M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$209M
5
Bank of America
Bank of America
North Carolina
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
251
Amalgamated Bank
New York
$18.7M -$931K -2,984 -5%
YCM
252
Yousif Capital Management
Michigan
$18.4M -$394K -1,263 -2%
SFA
253
Sequoia Financial Advisors
Ohio
$18.4M +$592K +1,897 +3%
CII
254
Capital International Inc
California
$18.4M +$1.72M +5,508 +10%
RC
255
RDST Capital
Washington
$18.3M -$3.08M -9,875 -14%
MIM
256
Manitou Investment Management
Ontario, Canada
$18.3M -$231K -740 -1%
ACM
257
Atika Capital Management
New York
$17.8M -$4.68M -15,000 -21%
Wealth Enhancement Advisory Services
258
Wealth Enhancement Advisory Services
Minnesota
$17.3M +$3.07M +9,853 +22%
Cambridge Investment Research Advisors
259
Cambridge Investment Research Advisors
Iowa
$17.2M +$2.61M +8,364 +18%
CCM
260
Copeland Capital Management
Pennsylvania
$17M -$366K -1,173 -2%
UIM
261
USS Investment Management
United Kingdom
$16.9M -$1.79M -5,725 -10%
Aviva
262
Aviva
United Kingdom
$16.8M +$528K +1,692 +3%
Truist Financial
263
Truist Financial
North Carolina
$16.4M -$6.08M -19,482 -27%
BCI
264
Brinker Capital Investments
Pennsylvania
$16.4M -$4.98M -16,623 -23%
OPS
265
Orion Portfolio Solutions
Nebraska
$16.4M -$4.98M -16,623 -23%
VLKIM
266
Van Lanschot Kempen Investment Management
Netherlands
$16.3M +$16.3M +52,350 New
KCM
267
Kingdon Capital Management
New York
$16.3M +$16.3M +52,250 New
COPPSERS
268
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.1M +$1.25M +4,001 +8%
MML Investors Services
269
MML Investors Services
Massachusetts
$15.8M +$2.59M +8,304 +20%
CCS
270
Concentric Capital Strategies
Connecticut
$15.6M +$3.46M +11,093 +28%
BPWM
271
Badgley Phelps Wealth Managers
Washington
$15.5M +$1.32M +4,223 +9%
X
272
Xponance
Pennsylvania
$15.5M -$32.7K -105 -0.2%
Rafferty Asset Management
273
Rafferty Asset Management
New York
$15.3M +$2.14M +6,874 +16%
TRSOTSOK
274
Teachers Retirement System of the State of Kentucky
Kentucky
$15.2M -$4.23M -13,575 -22%
CWM
275
Congress Wealth Management
Massachusetts
$15.2M +$28.4K +91 +0.2%
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