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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 %
WPA
701
Winning Points Advisors
Florida
$1.5M +$1.5M +4,800 New
VPI
702
Value Partners Investments
Manitoba, Canada
$1.48M +$144K +460 +11%
CCM
703
Coldstream Capital Management
Washington
$1.48M +$377K +1,210 +34%
AA
704
Altman Advisors
Illinois
$1.47M +$1.47M +4,709 New
GC
705
Guardian Capital
Ontario, Canada
$1.47M -$147K -470 -9%
SFMG
706
Sage Financial Management Group
Virginia
$1.46M – – –
SL
707
SFM LLC
New Hampshire
$1.45M +$1.45M +4,652 New
DT
708
Diversified Trust
Tennessee
$1.45M +$15.3K +49 +1%
PGFC
709
Peapack-Gladstone Financial Corp
New Jersey
$1.45M -$25.6K -82 -2%
CT
710
Chicago Trust
Illinois
$1.44M -$31.2K -100 -2%
FHA
711
Flagship Harbor Advisors
Massachusetts
$1.43M +$817K +2,621 +133%
LA
712
Lynch & Associates
Indiana
$1.42M +$207K +663 +17%
RMC
713
Resources Management Corp
Connecticut
$1.42M -$32.8K -105 -2%
ONB
714
Old National Bancorp
Indiana
$1.41M -$198K -635 -12%
EA
715
Ergawealth Advisors
Illinois
$1.4M – – –
Verition Fund Management
716
Verition Fund Management
Connecticut
$1.4M -$8.94M -28,665 -86%
Public Sector Pension Investment Board (PSP Investments)
717
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.39M -$6.51M -20,881 -82%
PHK
718
Point72 Hong Kong
Hong Kong
$1.37M +$1.37M +4,407 New
KBFS
719
Kohmann Bosshard Financial Services
Ohio
$1.37M -$407K -1,306 -23%
AFS
720
Aft Forsyth & Sober
Florida
$1.36M – – –
HIIFS
721
Harel Insurance Investments & Financial Services
Israel
$1.36M +$1.36M +4,350 New
CI
722
CX Institutional
Indiana
$1.36M -$13.1K -42 -1%
EWM
723
Empirical Wealth Management
Washington
$1.34M -$23.4K -75 -2%
FW
724
Fidato Wealth
Ohio
$1.33M +$1.33M +4,260 New
PWM
725
Palumbo Wealth Management
New York
$1.32M +$124K +399 +10%
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