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Sherwin-Williams
SHW

Overview Fund Activity

1,392 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 489 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+40
Holders Change %
+2.96%
% of All Funds
22.19%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
508
Reduced
489
Closed
81
Calls
$387M
Puts
$188M
Net Calls
+$199M
Net Calls Change
+$157M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
DZ Bank
DZ Bank
Germany
+$450M
3
Norges Bank
Norges Bank
Norway
+$240M
4
PAM
PineStone Asset Management
Quebec, Canada
+$170M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$126M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$604M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$233M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$207M
4
Citadel Advisors
Citadel Advisors
Florida
-$204M
5
Millennium Management
Millennium Management
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
726
Linscomb Wealth
Texas
$1.02M – – –
CTFG
727
Capstone Triton Financial Group
Oklahoma
$1.02M +$13.5K +53 +1%
LA
728
Lynch & Associates
Indiana
$996K +$996K +3,905 New
CA
729
Cortland Associates
Missouri
$995K – – –
LCOV
730
London Company of Virginia
Virginia
$995K – – –
Walleye Trading
731
Walleye Trading
New York
$990K -$15.3K -60 -2%
PAS
732
Park Avenue Securities
New York
$987K +$987K +3,868 New
SFS
733
Stiles Financial Services
Minnesota
$984K +$55.3K +217 +6%
PWM
734
Palumbo Wealth Management
New York
$981K +$280K +1,096 +40%
CAM
735
Columbia Asset Management
Michigan
$981K +$28K +110 +3%
EA
736
Ellsworth Advisors
Ohio
$973K – – –
BMC
737
Benin Management Corp
Connecticut
$969K -$48.5K -190 -5%
IFWM
738
Institute for Wealth Management
Colorado
$969K -$35.5K -139 -4%
CK
739
Cohen Klingenstein
New York
$968K – – –
BFG
740
Bleakley Financial Group
New Jersey
$967K -$161K -632 -14%
SS
741
Simplicity Solutions
Minnesota
$967K -$161K -631 -14%
EWA
742
EP Wealth Advisors
California
$958K -$7.74M -30,344 -89%
BWM
743
BCS Wealth Management
Tennessee
$954K +$954K +3,739 New
KC
744
Kenfarb & Co
Kentucky
$953K -$53.6K -210 -5%
HSA
745
HBK Sorce Advisory
Pennsylvania
$951K -$9.95K -39 -1%
BA
746
Bellwether Advisors
Nebraska
$948K +$478K +1,875 +102%
MAS
747
Meeder Advisory Services
Ohio
$947K -$43.1K -169 -4%
ACMA
748
Arbor Capital Management (Alaska)
Alaska
$943K +$11.8K +49 +1%
FNBSF
749
First National Bank Sioux Falls
South Dakota
$939K – – –
BONST
750
Bank of Nova Scotia Trust
Ontario, Canada
$938K -$408K -1,600 -30%
28 29
30
31 32