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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 %
OAM
726
Ostrum Asset Management
France
$1.3M +$5.3K +17 +0.4%
APW
727
Acima Private Wealth
Virginia
$1.28M -$420K -1,346 -25%
SFS
728
Stiles Financial Services
Minnesota
$1.28M +$77.7K +249 +6%
EA
729
Ellsworth Advisors
Ohio
$1.28M +$11.2K +36 +0.9%
SSB
730
Sandy Spring Bank
Maryland
$1.27M – – –
HCA
731
Harbour Capital Advisors
Virginia
$1.27M -$458K -1,544 -27%
GAM
732
Groupama Asset Management
France
$1.26M +$1.26M +4,033 New
NIM
733
NEOS Investment Management
Connecticut
$1.26M +$317K +1,015 +34%
GIM
734
Groesbeck Investment Management
New Jersey
$1.25M – – –
LW
735
Linscomb Wealth
Texas
$1.25M +$936 +3 +0.1%
SS
736
Sunbelt Securities
Texas
$1.25M -$15K -48 -1%
SEC
737
Seven Eight Capital
New York
$1.24M -$2.49M -7,983 -67%
CCG
738
Chatham Capital Group
Georgia
$1.24M -$48.3K -155 -4%
BCM
739
Brookstone Capital Management
Illinois
$1.22M -$557K -1,787 -31%
LCOV
740
London Company of Virginia
Virginia
$1.22M – – –
CA
741
Cortland Associates
Missouri
$1.22M – – –
BG
742
Bahl & Gaynor
Ohio
$1.21M -$106K -339 -8%
PAS
743
Park Avenue Securities
New York
$1.21M +$4.37K +14 +0.4%
BMC
744
Benin Management Corp
Connecticut
$1.21M +$24.6K +79 +2%
VSQM
745
V-Square Quantitative Management
Illinois
$1.21M +$336K +1,077 +38%
AWM
746
Avior Wealth Management
Nebraska
$1.2M -$69.2K -222 -5%
TCOO
747
Trust Company of Oklahoma
Oklahoma
$1.2M -$135K -433 -10%
CK
748
Cohen Klingenstein
New York
$1.18M – – –
MCM
749
Moore Capital Management
New York
$1.18M -$125K -402 -10%
IFWM
750
Institute for Wealth Management
Colorado
$1.18M -$7.8K -25 -0.7%
28 29
30
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