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Sherwin-Williams
SHW

Overview Fund Activity

1,304 hedge funds and large institutions have $56.5B invested in Sherwin-Williams in 2021 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 507 increasing their positions, 442 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
–
Holders Change %
0%
% of All Funds
22.9%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.51%
New
107
Increased
507
Reduced
442
Closed
91
Calls
$513M
Puts
$579M
Net Calls
-$66.4M
Net Calls Change
-$74.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$952M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$405M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$193M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$109M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$90.4M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.06B
2
DZ Bank
DZ Bank
Germany
-$134M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$99.9M
4
Prudential Financial
Prudential Financial
New Jersey
-$98.2M
5
State Street
State Street
Massachusetts
-$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
751
Roundview Capital
New Jersey
$955K +$42.2K +151 +5%
AL
752
Arnhold LLC
New York
$952K – – –
KWM
753
Kingsview Wealth Management
Oregon
$948K -$21K -75 -2%
SA
754
SRN Advisors
Pennsylvania
$945K -$21.5K -77 -2%
WANY
755
Wealthspire Advisors (New York)
New York
$940K +$455K +1,626 +94%
CCP
756
Corient Capital Partners
California
$936K +$10.1K +36 +1%
WA
757
WBH Advisory
Maryland
$923K – – –
FIM
758
Fruth Investment Management
Texas
$923K – – –
FFG
759
Fortem Financial Group
California
$919K +$14.3K +51 +2%
FRA
760
Frank Rimerman Advisors
California
$919K +$919K +3,284 New
AWM
761
Altium Wealth Management
New York
$917K +$51.2K +183 +6%
SWM
762
SeaCrest Wealth Management
New York
$913K -$94K -336 -9%
CCG
763
Chatham Capital Group
Georgia
$909K +$909K +3,251 New
BWM
764
BCS Wealth Management
Tennessee
$906K -$54K -193 -6%
PA
765
Parallel Advisors
California
$902K +$88.7K +317 +11%
RWA
766
Ropes Wealth Advisors
Massachusetts
$894K -$839 -3 -0.1%
EF
767
Empirical Finance
Pennsylvania
$870K +$46.4K +166 +6%
MWM
768
Meridian Wealth Management
Kentucky
$869K +$557K +1,990 +178%
CSWG
769
Cardinal Strategic Wealth Guidance
Kentucky
$867K -$17.9K -64 -2%
NF
770
Nikulski Financial
Iowa
$864K – – –
FPF
771
First Pacific Financial
Washington
$862K +$33K +118 +4%
KJHP
772
K.J. Harrison & Partners
Ontario, Canada
$858K – – –
MIP
773
Marietta Investment Partners
Wisconsin
$851K +$44.8K +160 +6%
FFN
774
Focus Financial Network
Minnesota
$850K +$24.3K +87 +3%
SCM
775
Shelton Capital Management
Colorado
$850K -$16.8K -60 -2%
29 30
31
32 33