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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 %
TCM
601
Twin Capital Management
Pennsylvania
$2.4M +$2.4M +7,688 New
PNC
602
Park National Corp
Ohio
$2.4M -$1.17M -3,754 -33%
GWSA
603
Global Wealth Strategies & Associates
Colorado
$2.4M – – –
MLL
604
Moody Lynn & Lieberson
Massachusetts
$2.39M +$230K +738 +11%
EHWM
605
Eads & Heald Wealth Management
Georgia
$2.39M -$46.8K -150 -2%
CP
606
CenterBook Partners
Connecticut
$2.38M -$1.21M -3,892 -34%
BFM
607
Boothbay Fund Management
New York
$2.37M +$2.04M +6,532 +605%
GW
608
GW & Wade
Massachusetts
$2.37M -$10.3K -33 -0.4%
FHB
609
First Hawaiian Bank
Hawaii
$2.36M +$10.6K +34 +0.5%
P
610
Pitcairn
Pennsylvania
$2.35M -$355K -1,138 -13%
VT
611
Vise Technologies
New York
$2.34M +$707K +2,266 +43%
TDC
612
Thompson Davis & Co
Virginia
$2.34M – – –
MMG
613
Monetary Management Group
Missouri
$2.34M -$172K -550 -7%
NMIMC
614
Northwestern Mutual Investment Management Company
Wisconsin
$2.32M -$4.06K -13 -0.2%
ANTB
615
AMG National Trust Bank
Colorado
$2.32M +$12.5K +40 +0.5%
DADC
616
D.A. Davidson & Co
Montana
$2.31M +$110K +353 +5%
CL
617
CIM LLC
New York
$2.28M -$34.3K -107 -1%
IFO
618
Independent Family Office
New York
$2.24M – – –
MPPW
619
Mitchell & Pahl Private Wealth
Oklahoma
$2.24M -$65.5K -210 -3%
AT
620
American Trust
Kentucky
$2.23M -$166K -531 -7%
MAM
621
Morse Asset Management
Connecticut
$2.23M -$298K -957 -12%
IAN
622
Integrated Advisors Network
Texas
$2.23M -$15.3K -49 -0.7%
EWA
623
Exencial Wealth Advisors
Oklahoma
$2.21M -$106K -341 -5%
SLI
624
Sumitomo Life Insurance
Japan
$2.2M -$115K -368 -5%
BBVA
625
Banco Bilbao Vizcaya Argentaria
Spain
$2.19M +$46.8K +150 +2%
23 24
25
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