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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 %
CAM
401
Cozad Asset Management
Illinois
$6.21M +$1.65M +5,300 +36%
MGIM
402
M&G Investment Management
United Kingdom
$6.2M +$6.2M +19,878 New
SRC
403
Stone Run Capital
New York
$6.18M -$203K -650 -3%
GAM
404
Gotham Asset Management
New York
$6.13M +$5.14M +16,488 +522%
UF
405
Univest Financial
Pennsylvania
$6.07M -$28.4K -91 -0.5%
PAA
406
Peregrine Asset Advisers
Oregon
$6.06M – – –
Lido Advisors
407
Lido Advisors
California
$6.06M +$733K +2,349 +14%
FDP
408
Financiere des Professionnels
Quebec, Canada
$6.04M -$1.51M -4,836 -20%
MMA
409
Mizuho Markets Americas
New York
$6M +$2.25M +7,227 +60%
RFC
410
Regions Financial Corp
Alabama
$5.98M +$245K +787 +4%
TF
411
Threadgill Financial
Texas
$5.96M +$23.7K +76 +0.4%
SWM
412
Spire Wealth Management
Virginia
$5.96M +$820K +2,698 +16%
KC
413
Kingfisher Capital
North Carolina
$5.95M -$175K -562 -3%
CBT
414
Central Bank & Trust
Kentucky
$5.91M -$1.01M -3,238 -15%
KRS
415
Kentucky Retirement Systems
Kentucky
$5.88M -$112K -359 -2%
B
416
Bensler
Washington
$5.86M +$902K +2,892 +18%
FM
417
Family Management
New York
$5.84M +$28.1K +90 +0.5%
MSRPS
418
Maryland State Retirement & Pension System
Maryland
$5.77M +$108K +346 +2%
MC
419
Montag & Caldwell
Georgia
$5.76M -$3.52M -11,281 -38%
WG
420
Welch Group
Alabama
$5.75M +$65.5K +210 +1%
OPERF
421
Oregon Public Employees Retirement Fund
Oregon
$5.72M +$12.2K +39 +0.2%
AA
422
Ancora Advisors
Ohio
$5.65M +$498K +1,598 +10%
MGP
423
Metis Global Partners
California
$5.62M -$46.2K -148 -0.8%
BC
424
Burney Company
Virginia
$5.62M +$119K +380 +2%
QCM
425
Quantinno Capital Management
New York
$5.61M +$27.8K +89 +0.5%
15 16
17
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