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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 %
WOC
676
West Oak Capital
California
$1.7M -$89.2K -295 -5%
PS
677
Principal Securities
Iowa
$1.67M +$1.67M +5,342 New
GWSG
678
GPS Wealth Strategies Group
Colorado
$1.66M +$40.2K +129 +2%
VI
679
Vestcor Inc
New Brunswick, Canada
$1.66M -$17.2K -55 -1%
ET
680
Equitable Trust
Tennessee
$1.66M – – –
TCA
681
Transcend Capital Advisors
New Jersey
$1.65M +$138K +444 +9%
SF
682
Summit Financial
New Jersey
$1.63M +$6.86K +22 +0.4%
CCM
683
Chiron Capital Management
Florida
$1.62M -$43.7K -140 -3%
HH
684
HWG Holdings
Texas
$1.62M +$784K +2,513 +94%
CCWM
685
Cassaday & Co Wealth Management
Virginia
$1.6M – – –
FB
686
Fulton Bank
Pennsylvania
$1.59M +$33.1K +106 +2%
FCM
687
Fairbanks Capital Management
California
$1.59M +$83K +266 +6%
CFG
688
Citizens Financial Group
Rhode Island
$1.56M +$96.7K +310 +7%
A
689
AlphaQuest
New York
$1.55M +$1.55M +4,963 New
Nomura Holdings
690
Nomura Holdings
Japan
$1.54M -$920K -2,949 -37%
IWM
691
IHT Wealth Management
Illinois
$1.54M +$96.1K +308 +7%
SWA
692
Stratos Wealth Advisors
Ohio
$1.54M +$86.4K +277 +6%
CWM
693
Cabot Wealth Management
Massachusetts
$1.54M -$988K -3,167 -39%
HF
694
HRT Financial
New York
$1.54M +$1.54M +4,923 New
VIG
695
Vienna Insurance Group
Poland
$1.53M -$552K -1,771 -26%
STAS
696
Strong Tower Advisory Services
Minnesota
$1.53M -$18.4K -59 -1%
TAM
697
Tealwood Asset Management
Minnesota
$1.52M -$21.5K -69 -1%
SCA
698
Stillwater Capital Advisors
Pennsylvania
$1.52M – – –
KIC
699
Kensington Investment Counsel
California
$1.52M +$25.6K +82 +2%
ITFISA
700
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.51M -$156K -500 -9%
26 27
28
29 30