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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 %
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$10.6M +$7.05M +22,592 +200%
Pathstone Holdings
327
Pathstone Holdings
New Jersey
$10.6M +$10.6M +33,812 New
CAM
328
Cresset Asset Management
Illinois
$10.5M +$46.5K +149 +0.4%
JA
329
JLB & Associates
Michigan
$10.2M +$368K +1,179 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
330
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.1M -$1.02M -3,269 -9%
PCM
331
Pinnbrook Capital Management
New York
$9.88M +$9.88M +31,688 New
DAC
332
Dividend Assets Capital
South Carolina
$9.85M +$3.12K +10 +0%
MOACM
333
Mutual of America Capital Management
New York
$9.83M -$496K -1,590 -5%
TRCT
334
Tower Research Capital (TRC)
New York
$9.82M +$6.41M +20,541 +188%
AI
335
Atria Investments
North Carolina
$9.81M +$83.3K +267 +0.9%
SWP
336
Stratos Wealth Partners
Ohio
$9.62M +$223K +714 +2%
AAIM
337
Asset Advisors Investment Management
Georgia
$9.55M -$87.3K -280 -0.9%
CWM
338
CIBC World Markets
New York
$9.53M +$5.46M +17,504 +134%
TFA
339
Toth Financial Advisory
Virginia
$9.45M +$30.6K +98 +0.3%
B
340
Barings
North Carolina
$9.42M – – –
SC
341
Shellback Capital
Massachusetts
$9.36M -$9.38M -30,065 -50%
BBI
342
Baxter Bros Inc
Connecticut
$9.3M -$176K -565 -2%
LA
343
LBP AM
France
$9.23M -$931K -2,985 -9%
MCM
344
Mattern Capital Management
Colorado
$9.18M +$255K +816 +3%
PAMP
345
Polar Asset Management Partners
Ontario, Canada
$9.09M +$9.09M +29,135 New
SMDAM
346
Sumitomo Mitsui DS Asset Management
Japan
$9.06M -$63.3K -203 -0.7%
BCP
347
Bluegrass Capital Partners
Florida
$9.05M – – –
WF
348
Welch & Forbes
Massachusetts
$8.97M -$54K -173 -0.6%
PA
349
Parallel Advisors
California
$8.93M -$99.5K -319 -1%
CCM
350
Carderock Capital Management
Maryland
$8.87M +$1.1M +3,521 +14%
12 13
14
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