SHW icon

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 %
BCIM
351
British Columbia Investment Management
British Columbia, Canada
$8.77M +$1.82M +5,834 +26%
BFO
352
Boston Family Office
Massachusetts
$8.66M -$720K -2,307 -8%
BMSSC
353
B. Metzler seel. Sohn & Co
Germany
$8.6M -$1.61M -5,155 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
354
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.47M -$31.6M -101,218 -79%
TAF
355
Tredje AP-fonden
Sweden
$8.45M +$571K +1,830 +7%
ILI
356
Invesco LLC (Illinois)
Illinois
$8.31M -$34.3K -110 -0.4%
MWM
357
Mission Wealth Management
California
$8.31M -$166K -533 -2%
JPMIA
358
J.P. Marvel Investment Advisors
Massachusetts
$8.26M -$28.1K -90 -0.3%
SC
359
Scotia Capital
Ontario, Canada
$8.22M -$77.4K -248 -0.9%
SI
360
Stephens Inc
Arkansas
$8.2M -$352K -1,129 -4%
VIP
361
Vantage Investment Partners
Missouri
$8.15M +$2.51M +8,045 +45%
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$8.01M +$2.46M +7,894 +44%
DWP
363
Daymark Wealth Partners
Ohio
$7.98M -$29.3K -94 -0.4%
SOADOR
364
State of Alaska Department of Revenue
Alaska
$7.93M -$836K -2,680 -10%
ESBC
365
E.S. Barr & Co
Kentucky
$7.88M -$96.7K -310 -1%
MYAM
366
Meiji Yasuda Asset Management
Japan
$7.82M +$2.35M +7,544 +43%
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$7.81M +$779K +2,496 +11%
SCA
368
Stokes Capital Advisors
South Carolina
$7.77M +$324K +1,038 +4%
KAS
369
Kestra Advisory Services
Texas
$7.69M -$33.4K -107 -0.4%
BPA
370
Beacon Pointe Advisors
California
$7.66M +$731K +2,342 +11%
CAN
371
Cetera Advisor Networks
California
$7.59M -$2.1M -6,738 -22%
WDA
372
Wendell David Associates
New Hampshire
$7.56M -$28.1K -90 -0.4%
KM
373
KP Management
Minnesota
$7.49M +$7.49M +24,000 New
JWM
374
Jessup Wealth Management
Ohio
$7.37M +$88K +282 +1%
Vontobel Holding
375
Vontobel Holding
Switzerland
$7.32M -$141K -452 -2%
13 14
15
16 17