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Sherwin-Williams
SHW

Overview Fund Activity

1,304 hedge funds and large institutions have $54.8B invested in Sherwin-Williams in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 473 increasing their positions, 495 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+19
Holders Change %
+1.48%
% of All Funds
22.77%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.52%
New
124
Increased
473
Reduced
495
Closed
87
Calls
$536M
Puts
$529M
Net Calls
+$7.79M
Net Calls Change
+$184M

Top Buyers

1
State Street
State Street
Massachusetts
+$201M
2
Macquarie Group
Macquarie Group
Australia
+$154M
3
WCM Investment Management
WCM Investment Management
California
+$143M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$120M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.3M

Top Sellers

1
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.86B
2
FPP
Findlay Park Partners
United Kingdom
-$517M
3
PI
Putnam Investments
Massachusetts
-$473M
4
DC
Davenport & Co
Virginia
-$307M
5
Morgan Stanley
Morgan Stanley
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
351
Stratos Wealth Partners
Ohio
$6.85M +$526K +1,932 +8%
SCM
352
Sirios Capital Management
Massachusetts
$6.77M -$807K -2,962 -11%
CCM
353
Copeland Capital Management
Pennsylvania
$6.71M +$114K +420 +2%
JCM
354
Jag Capital Management
Missouri
$6.7M +$439K +1,610 +7%
WDA
355
Wendell David Associates
New Hampshire
$6.69M +$250K +917 +4%
Wealth Enhancement Advisory Services
356
Wealth Enhancement Advisory Services
Minnesota
$6.58M +$6.58M +23,573 New
AMI
357
Amica Mutual Insurance
Rhode Island
$6.57M – – –
WHG
358
Westwood Holdings Group
Texas
$6.55M +$52.9K +194 +0.8%
GT
359
Greenleaf Trust
Michigan
$6.54M +$4.36K +16 +0.1%
SCA
360
Stokes Capital Advisors
South Carolina
$6.49M +$881K +3,235 +16%
Fidelity International
361
Fidelity International
Bermuda
$6.31M +$1.96M +7,206 +45%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$6.31M +$595K +2,183 +10%
JA
363
JLB & Associates
Michigan
$6.29M +$1.21M +4,453 +24%
HVIA
364
Hudson Valley Investment Advisors
New York
$6.26M -$1.17M -4,288 -16%
GI
365
GAMCO Investors
Connecticut
$6.25M +$420K +1,543 +7%
CIBC Asset Management
366
CIBC Asset Management
Ontario, Canada
$6.09M -$1.64K -6 -0%
JG
367
Jefferies Group
New York
$6.02M -$1.13M -4,153 -16%
HFS
368
Hantz Financial Services
Michigan
$5.99M +$124K +456 +2%
Flossbach Von Storch
369
Flossbach Von Storch
Germany
$5.98M +$253K +929 +4%
GAM
370
Gotham Asset Management
New York
$5.96M -$3.6M -13,216 -38%
JAM
371
Jupiter Asset Management
United Kingdom
$5.95M +$2.54M +9,335 +75%
SPIA
372
Steward Partners Investment Advisory
New York
$5.94M +$4.37M +16,024 +277%
MAM
373
Martingale Asset Management
Massachusetts
$5.94M -$4.21M -15,442 -41%
VanEck Associates
374
VanEck Associates
New York
$5.88M +$1.01M +3,724 +21%
MGWM
375
Marks Group Wealth Management
Minnesota
$5.87M -$166K -608 -3%
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15
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