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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 %
BHCM
626
Brevan Howard Capital Management
Jersey
$2.18M +$1.57M +5,049 +259%
CAM
627
Claret Asset Management
Quebec, Canada
$2.18M +$2.18K +7 +0.1%
PAM
628
Panagora Asset Management
Massachusetts
$2.17M +$22.5K +72 +1%
KNW
629
Kesler Norman & Wride
Utah
$2.14M -$25.3K -81 -1%
WAM
630
Weatherly Asset Management
California
$2.13M -$58K -186 -3%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$2.12M -$60.2K -193 -3%
HW
632
Hancock Whitney
Mississippi
$2.09M +$245K +785 +13%
CIM
633
Corbyn Investment Management
Maryland
$2.08M -$75.2K -241 -3%
RT
634
Rockland Trust
Massachusetts
$2.07M -$152K -487 -7%
IMCOOI
635
Investment Management Corp of Ontario (IMCO)
Canada
$2.06M +$2.06M +6,591 New
KPWS
636
Kestra Private Wealth Services
Texas
$2.05M -$40.5K -130 -2%
SB
637
Strategic Blueprint
Georgia
$2.05M -$406K -1,301 -17%
MLFP
638
MPS Loria Financial Planners
Illinois
$2.05M +$1.56K +5 +0.1%
LTAS
639
Linden Thomas Advisory Services
North Carolina
$2.02M +$68.9K +221 +4%
CIM
640
Corda Investment Management
Texas
$2.02M -$14.3K -46 -0.7%
ATC
641
Argent Trust Co
Tennessee
$1.99M -$68.3K -219 -3%
CTC
642
Central Trust Company
Missouri
$1.98M -$38.1K -122 -2%
FDCDDQ
643
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.98M -$144K -463 -7%
ADMI
644
Albert D. Mason Inc
Massachusetts
$1.98M -$6.24K -20 -0.3%
AAS
645
Avantax Advisory Services
Texas
$1.98M +$345K +1,106 +21%
FTDI
646
First Trust Direct Indexing
Massachusetts
$1.96M +$190K +609 +11%
APWM
647
Atlas Private Wealth Management
New York
$1.96M +$46.5K +149 +2%
Carson Wealth (CWM LLC)
648
Carson Wealth (CWM LLC)
Nebraska
$1.96M +$171K +547 +10%
BSW
649
Buckingham Strategic Wealth
Missouri
$1.95M +$25.3K +81 +1%
DCM
650
Donaldson Capital Management
Indiana
$1.95M +$1.49M +4,783 +329%
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