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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 %
IMPI
451
Ilmarinen Mutual Pension Insurance
Finland
$5.05M – – –
BP
452
Broadleaf Partners
Ohio
$5.05M -$20.6K -66 -0.4%
EP
453
Edgestream Partners
New Jersey
$5.01M +$531K +1,701 +12%
GBWM
454
Granite Bay Wealth Management
New Hampshire
$4.97M -$1.86M -6,927 -27%
HIMCH
455
Hartford Investment Management Co (HIMCO)
Connecticut
$4.95M -$75.8K -243 -2%
SYBT
456
Stock Yards Bank & Trust
Kentucky
$4.9M -$697K -2,234 -12%
ACM
457
Advisors Capital Management
New Jersey
$4.9M -$87K -279 -2%
SC
458
Sagefield Capital
Texas
$4.89M -$8.18M -26,212 -63%
KJHP
459
K.J. Harrison & Partners
Ontario, Canada
$4.88M +$602K +1,930 +14%
PCIA
460
Prime Capital Investment Advisors
Kansas
$4.87M +$365K +1,170 +8%
TI
461
Tidal Investments
Wisconsin
$4.85M +$1.33M +4,249 +38%
NA
462
NewEdge Advisors
Louisiana
$4.82M +$606K +1,959 +14%
JAFL
463
Jay A. Fishman Ltd
Michigan
$4.81M -$530K -1,700 -10%
CCM
464
Carlson Capital Management
Minnesota
$4.81M -$534K -1,711 -10%
GF
465
Gabelli Funds
New York
$4.75M -$1.53M -4,920 -24%
BHWM
466
Beaird Harris Wealth Management
Texas
$4.73M +$563K +1,806 +14%
KP
467
Keel Point
Alabama
$4.7M -$81.7K -262 -2%
CA
468
Clearstead Advisors
Ohio
$4.66M -$4.69M -15,047 -50%
CAC
469
Core Alternative Capital
Georgia
$4.66M -$8.42K -27 -0.2%
BFIM
470
Beese Fulmer Investment Management
Ohio
$4.66M -$155K -496 -3%
SAM
471
Securian Asset Management
Minnesota
$4.64M -$652K -2,091 -12%
Fuller & Thaler Asset Management
472
Fuller & Thaler Asset Management
California
$4.56M -$949K -3,044 -17%
SC
473
Sapient Capital
Indiana
$4.51M +$4.51M +14,451 New
GCM
474
Graham Capital Management
Connecticut
$4.49M -$2.77M -8,869 -38%
WMSA
475
Weiss Multi-Strategy Advisers
New York
$4.48M +$4.48M +14,364 New
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