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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 %
RJT
576
Raymond James Trust
Florida
$2.66M -$143K -457 -5%
CW
577
CreativeOne Wealth
Kansas
$2.66M +$174K +557 +7%
SFI
578
Siemens Fonds Invest
Germany
$2.66M +$1.22M +3,898 +84%
AI
579
Atom Investors
Texas
$2.64M +$614K +1,969 +30%
KRSITF
580
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.62M -$57.4K -184 -2%
LCM
581
Legato Capital Management
California
$2.6M – – –
EF
582
Empirical Finance
Pennsylvania
$2.59M -$3.12K -10 -0.1%
MOS
583
MGO One Seven
Ohio
$2.59M +$89.2K +286 +4%
GA
584
Geller Advisors
New York
$2.59M +$2.15M +6,900 +496%
FGA
585
Fortis Group Advisors
New Jersey
$2.57M +$1.28M +4,118 +100%
CC
586
Covalis Capital
United Kingdom
$2.56M -$1.07M -3,429 -29%
CIA
587
Concurrent Investment Advisors
Florida
$2.54M +$2.54M +8,155 New
PPWM
588
Paragon Private Wealth Management
Kentucky
$2.54M -$10.3K -33 -0.4%
AWS
589
Atria Wealth Solutions
New York
$2.54M +$177K +566 +7%
MA
590
Mosaic Advisors
Texas
$2.54M – – –
TFS
591
Thoroughbred Financial Services
Tennessee
$2.53M -$73.6K -236 -3%
GI
592
GAMCO Investors
Connecticut
$2.53M -$4.06M -13,011 -62%
RWM
593
Ritholtz Wealth Management
New York
$2.51M +$856K +2,745 +52%
TC
594
TAP Consulting
Missouri
$2.5M -$24K -77 -1%
PGIM
595
Pacific Global Investment Management
California
$2.49M – – –
CAL
596
Capital Analysts LLC
Pennsylvania
$2.48M +$45.2K +145 +2%
SG
597
StoneX Group
New York
$2.46M -$91.1K -292 -4%
CCG
598
Cypress Capital Group
Florida
$2.45M -$339K -1,088 -12%
CGA
599
Crescent Grove Advisors
Illinois
$2.44M – – –
MFAM
600
Motley Fool Asset Management
Virginia
$2.43M +$108K +345 +5%
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