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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 %
PP
551
Prudential plc
United Kingdom
$2.92M -$2.3M -7,379 -44%
GLA
552
Great Lakes Advisors
Illinois
$2.91M +$1.4M +4,502 +93%
IC
553
IEQ Capital
California
$2.9M +$275K +881 +10%
GAM
554
Griffin Asset Management
New York
$2.89M – – –
LSA
555
L & S Advisors
California
$2.89M +$2.89M +9,251 New
Fisher Asset Management
556
Fisher Asset Management
Washington
$2.88M -$126K -403 -4%
FDS
557
Freedom Day Solutions
Texas
$2.87M -$73.6K -236 -3%
LRPA
558
L. Roy Papp & Associates
Arizona
$2.85M – – –
USCWA
559
U.S. Capital Wealth Advisors
Texas
$2.83M +$566K +1,816 +25%
GEA
560
Glen Eagle Advisors
New Jersey
$2.82M +$208K +668 +8%
AAM
561
Azzad Asset Management
Virginia
$2.81M -$32.7K -105 -1%
PWPS
562
Pinnacle Wealth Planning Services
Ohio
$2.8M – – –
SGA
563
Strategic Global Advisors
California
$2.78M -$1.94M -6,204 -41%
NHT
564
New Hampshire Trust
New Hampshire
$2.77M – – –
TMAM
565
Tokio Marine Asset Management
Japan
$2.76M +$72K +231 +3%
SG Americas Securities
566
SG Americas Securities
New York
$2.76M -$2.43M -7,792 -47%
CRA
567
Clear Rock Advisors
Texas
$2.76M +$2.76M +8,847 New
OC
568
Oppenheimer & Co
New York
$2.76M +$56.5K +181 +2%
VAS
569
Vestmark Advisory Solutions
Massachusetts
$2.75M -$29K -93 -1%
PFS
570
Prospera Financial Services
Texas
$2.74M -$118K -378 -4%
RSWM
571
Robertson Stephens Wealth Management
California
$2.74M -$727K -2,331 -21%
CFP
572
Curran Financial Partners
South Carolina
$2.74M -$1.35M -4,492 -33%
A
573
AustralianSuper
Australia
$2.74M +$2.74M +8,770 New
GGHC
574
Gilder Gagnon Howe & Co
New York
$2.7M +$478K +1,532 +22%
EIP
575
Epoch Investment Partners
New York
$2.69M – – –
21 22
23
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