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Sherwin-Williams
SHW

Overview Fund Activity

1,304 hedge funds and large institutions have $54.8B invested in Sherwin-Williams in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 473 increasing their positions, 495 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+19
Holders Change %
+1.48%
% of All Funds
22.77%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.52%
New
124
Increased
473
Reduced
495
Closed
87
Calls
$536M
Puts
$529M
Net Calls
+$7.79M
Net Calls Change
+$184M

Top Buyers

1
State Street
State Street
Massachusetts
+$201M
2
Macquarie Group
Macquarie Group
Australia
+$154M
3
WCM Investment Management
WCM Investment Management
California
+$143M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$120M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.3M

Top Sellers

1
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.86B
2
FPP
Findlay Park Partners
United Kingdom
-$517M
3
PI
Putnam Investments
Massachusetts
-$473M
4
DC
Davenport & Co
Virginia
-$307M
5
Morgan Stanley
Morgan Stanley
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
751
Group One Trading
Illinois
$955K +$955K +3,506 New
KWM
752
Kingsview Wealth Management
Oregon
$954K -$1.85M -6,727 -66%
NG
753
NWK Group
California
$952K +$13.1K +48 +1%
PP
754
Professional Planning
California
$950K -$21.2K -78 -2%
Squarepoint
755
Squarepoint
New York
$945K -$51.4M -188,419 -98%
SAS
756
Stelac Advisory Services
New York
$945K +$755K +2,773 +398%
PA
757
Profund Advisors
Maryland
$943K +$28.4K +104 +3%
WA
758
WBH Advisory
Maryland
$942K – – –
SA
759
SRN Advisors
Pennsylvania
$942K -$1.76M -6,456 -65%
BWM
760
BCS Wealth Management
Tennessee
$935K – – –
WC
761
Woodstock Corp
Massachusetts
$934K +$401K +1,473 +75%
CFP
762
Curran Financial Partners
South Carolina
$931K – – –
AL
763
Arnhold LLC
New York
$927K – – –
BAS
764
Brown Advisory Securities
Maryland
$919K +$5.18K +19 +0.6%
FB
765
Fulton Bank
Pennsylvania
$908K +$4.36K +16 +0.5%
CCP
766
Corient Capital Partners
California
$901K +$38.7K +142 +4%
FIM
767
Fruth Investment Management
Texas
$899K – – –
PAMP
768
Polar Asset Management Partners
Ontario, Canada
$898K +$898K +3,295 New
RC
769
Roundview Capital
New Jersey
$889K +$80.6K +296 +10%
FFG
770
Fortem Financial Group
California
$882K +$66K +242 +8%
GKWIM
771
Gerber Kawasaki Wealth & Investment Management
California
$874K +$272 +1 +0%
RWA
772
Ropes Wealth Advisors
Massachusetts
$871K -$1.74M -6,396 -67%
NF
773
Nikulski Financial
Iowa
$871K – – –
IFWM
774
Institute for Wealth Management
Colorado
$870K +$5.45K +20 +0.6%
IC
775
IEQ Capital
California
$868K +$225K +826 +35%
29 30
31
32 33