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Sherwin-Williams
SHW

Overview Fund Activity

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$590M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$268M
3
BlackRock
BlackRock
New York
+$249M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$234M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$223M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$330M
3
SGA
Sustainable Growth Advisers
Connecticut
-$326M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
5
DZ Bank
DZ Bank
Germany
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
726
Exencial Wealth Advisors
Oklahoma
$1.59M -$1.33M -4,471 -46%
SFS
727
Stiles Financial Services
Minnesota
$1.59M +$200K +669 +14%
IWM
728
IHT Wealth Management
Illinois
$1.56M +$59.1K +198 +4%
GAM
729
Gotham Asset Management
New York
$1.56M -$4.64M -15,535 -75%
RT
730
Rockland Trust
Massachusetts
$1.56M -$32.8K -110 -2%
CCWM
731
Cassaday & Co Wealth Management
Virginia
$1.55M +$9.25K +31 +0.6%
GWSG
732
GPS Wealth Strategies Group
Colorado
$1.55M -$29.5K -99 -2%
S
733
SignatureFD
Georgia
$1.55M -$41.5K -139 -3%
BONST
734
Bank of Nova Scotia Trust
Ontario, Canada
$1.54M +$654K +2,191 +74%
SIP
735
Stoneridge Investment Partners
Pennsylvania
$1.54M +$1.54M +5,163 New
LA
736
Lynch & Associates
Indiana
$1.54M +$143K +480 +10%
FCM
737
Fairbanks Capital Management
California
$1.54M +$35.5K +119 +2%
SP
738
Stablepoint Partners
Massachusetts
$1.53M -$15.5K -44 -1%
FB
739
Fulton Bank
Pennsylvania
$1.51M -$52.5K -176 -3%
MAS
740
Meeder Advisory Services
Ohio
$1.5M +$339K +1,136 +29%
DT
741
Diversified Trust
Tennessee
$1.49M +$108K +361 +8%
GM
742
GeoWealth Management
Illinois
$1.48M +$220K +737 +17%
EF
743
Empowered Funds
Pennsylvania
$1.48M +$213K +713 +17%
CA
744
Cornerstone Advisors
North Carolina
$1.46M -$477K -1,600 -25%
KIC
745
Kensington Investment Counsel
California
$1.45M +$3.58K +12 +0.2%
OAM
746
Ostrum Asset Management
France
$1.45M +$212K +712 +17%
VI
747
Vestcor Inc
New Brunswick, Canada
$1.45M – – –
LIM
748
Leavell Investment Management
Alabama
$1.45M +$671K +2,247 +87%
NERM
749
New England Research & Management
Illinois
$1.43M +$1.07M +3,575 +292%
CWM
750
Cabot Wealth Management
Massachusetts
$1.43M -$3.28K -11 -0.2%
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