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Sherwin-Williams
SHW

Overview Fund Activity

1,184 hedge funds and large institutions have $48.9B invested in Sherwin-Williams in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 452 increasing their positions, 378 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+73
Holders Change %
+6.57%
% of All Funds
23.95%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.75%
New
140
Increased
452
Reduced
378
Closed
60
Calls
$436M
Puts
$536M
Net Calls
-$100M
Net Calls Change
-$70.6M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$201M
2
Barclays
Barclays
United Kingdom
+$173M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$147M
4
Morgan Stanley
Morgan Stanley
New York
+$121M
5
WCM Investment Management
WCM Investment Management
California
+$101M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$230M
2
DZ Bank
DZ Bank
Germany
-$129M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$111M
4
VAM
Vontobel Asset Management
New York
-$104M
5
Capital World Investors
Capital World Investors
California
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
751
Hodges Capital Management
Texas
$683K – – –
OIA
752
Optimum Investment Advisors
Illinois
$683K – – –
CFN
753
Cordasco Financial Network
Florida
$670K – – –
BFP
754
Briaud Financial Planning
Texas
$668K +$668K +2,937 New
FFN
755
Focus Financial Network
Minnesota
$668K +$21.6K +93 +3%
CI Investments Inc
756
CI Investments Inc
Ontario, Canada
$663K +$135K +579 +25%
AA
757
Altman Advisors
Illinois
$661K +$661K +2,847 New
IFWM
758
Institute for Wealth Management
Colorado
$659K -$6.27K -27 -0.9%
DT
759
Diversified Trust
Tennessee
$658K +$283K +1,221 +76%
PA
760
Parallel Advisors
California
$643K -$23K -99 -3%
PWW
761
Pettyjohn Wood & White
Virginia
$643K +$1.39K +6 +0.2%
CCP
762
Corient Capital Partners
California
$637K -$38.3K -165 -6%
CTA
763
Colonial Trust Advisors
South Carolina
$631K – – –
QI
764
Qtron Investments
Massachusetts
$630K +$295K +1,269 +88%
GLA
765
Good Life Advisors
Pennsylvania
$626K -$10.4K -45 -2%
LSAG
766
Lake Street Advisors Group
New Hampshire
$626K +$41.8K +180 +7%
CS
767
Cannell & Spears
New York
$624K – – –
BOM
768
Bank of Marin
California
$624K +$58.6K +252 +10%
CIM
769
Contravisory Investment Management
Massachusetts
$622K +$343K +1,476 +123%
FMP
770
Financial Management Professionals
Texas
$620K +$697 +3 +0.1%
WSFS
771
Wilmington Savings Fund Society
Delaware
$619K – – –
BBA
772
BLB&B Advisors
Pennsylvania
$613K – – –
PG
773
Pendal Group
Australia
$610K +$226K +972 +59%
RIL
774
Rothschild Investment LLC
Illinois
$603K – – –
AWA
775
Arete Wealth Advisors
Illinois
$601K +$40K +174 +7%
29 30
31
32 33