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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 %
CCM
501
Condor Capital Management
New Jersey
$3.95M +$33.7K +108 +0.9%
NB
502
NBT Bank
New York
$3.91M -$40.5K -130 -1%
IAA
503
Independent Advisor Alliance
North Carolina
$3.91M -$467K -1,498 -11%
HTC
504
Haverford Trust Company
Pennsylvania
$3.88M -$11.2K -36 -0.3%
PTC
505
Private Trust Company
Ohio
$3.86M -$24.3K -78 -0.6%
BRWA
506
B. Riley Wealth Advisors
Florida
$3.86M +$126K +405 +3%
RC
507
Roundview Capital
New Jersey
$3.85M -$220K -704 -5%
IB
508
Iyo Bank
Japan
$3.84M – – –
SGAM
509
Smith Group Asset Management
Texas
$3.84M +$3.84M +12,298 New
CPA
510
Capital Planning Advisors
California
$3.81M +$192K +614 +5%
NMERB
511
New Mexico Educational Retirement Board
New Mexico
$3.79M – – –
AWM
512
Angeles Wealth Management
California
$3.74M +$44.3K +142 +1%
AIP
513
Ameritas Investment Partners
Nebraska
$3.7M -$97K -311 -3%
ZB
514
Zions Bancorporation
Utah
$3.6M +$394K +1,264 +12%
Walleye Trading
515
Walleye Trading
New York
$3.58M +$2.37M +7,599 +196%
NPA
516
Nichols & Pratt Advisers
Massachusetts
$3.57M – – –
HT
517
Heritage Trust
Oklahoma
$3.54M +$20.9K +67 +0.6%
ECAM
518
East Coast Asset Management
Massachusetts
$3.51M +$312 +1 +0%
FCH
519
Freestone Capital Holdings
Washington
$3.49M +$84.5K +271 +2%
UB
520
UMB Bank
Missouri
$3.49M -$63.6K -204 -2%
IA
521
IFP Advisors
Florida
$3.48M +$775K +2,484 +29%
SCM
522
Seascape Capital Management
New Hampshire
$3.45M +$3.07M +9,842 +805%
SEM
523
Suncoast Equity Management
Florida
$3.45M +$124K +398 +4%
AHC
524
Adell Harriman & Carpenter
Texas
$3.45M -$140K -450 -4%
CWP
525
Cyndeo Wealth Partners
Florida
$3.41M +$1.15M +3,682 +51%
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