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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 %
William Blair & Company
301
William Blair & Company
Illinois
$12.4M -$163K -522 -1%
CAM
302
Clio Asset Management
Virginia
$12.4M -$523K -1,677 -4%
TS
303
Tamar Securities
California
$12.3M +$461K +1,477 +4%
Flossbach Von Storch
304
Flossbach Von Storch
Germany
$12.1M – – –
CIBC World Market
305
CIBC World Market
Ontario, Canada
$12.1M +$3.93M +12,609 +48%
BIM
306
Bridges Investment Management
Nebraska
$12.1M -$1.16M -3,721 -9%
FTIS
307
First Trust Investment Solutions
Florida
$12.1M +$12.1M +38,805 New
Creative Planning
308
Creative Planning
Kansas
$11.9M +$615K +1,973 +5%
DAS
309
Dynamic Advisor Solutions
Arizona
$11.9M -$11.9K -40 -0.1%
BWP
310
Baldwin Wealth Partners
Massachusetts
$11.8M +$2.01M +6,442 +21%
LWM
311
Lakeridge Wealth Management
Ohio
$11.8M +$11.8M +37,796 New
LIA
312
LS Investment Advisors
Michigan
$11.6M -$934K -2,995 -7%
NYLIM
313
New York Life Investment Management
New York
$11.5M +$21.2K +68 +0.2%
NIM
314
Northeast Investment Management
Massachusetts
$11.5M +$61.8K +198 +0.5%
FAF
315
Fjarde Ap-fonden
Sweden
$11.4M -$3.93M -12,600 -26%
Los Angeles Capital Management
316
Los Angeles Capital Management
California
$11.2M -$1.36M -4,359 -11%
AP
317
Appleton Partners
Massachusetts
$11.1M -$1.25M -3,993 -10%
UCFA
318
United Capital Financial Advisors
Texas
$10.9M +$10.9M +35,085 New
CC
319
Cartenna Capital
Connecticut
$10.9M +$10.9M +35,000 New
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$10.8M +$28.1K +90 +0.3%
HFS
321
Hantz Financial Services
Michigan
$10.8M -$294K -944 -3%
BST
322
Bath Savings Trust
Maine
$10.7M -$89.8K -288 -0.8%
OAM
323
Oppenheimer Asset Management
New York
$10.7M +$29.9K +96 +0.3%
GP
324
Girard Partners
Pennsylvania
$10.6M -$189K -605 -2%
CB
325
Commerce Bank
Missouri
$10.6M -$507K -1,625 -5%
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