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Sherwin-Williams
SHW

Overview Fund Activity

1,392 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 489 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+40
Holders Change %
+2.96%
% of All Funds
22.19%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
508
Reduced
489
Closed
81
Calls
$387M
Puts
$188M
Net Calls
+$199M
Net Calls Change
+$157M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
DZ Bank
DZ Bank
Germany
+$450M
3
Norges Bank
Norges Bank
Norway
+$240M
4
PAM
PineStone Asset Management
Quebec, Canada
+$170M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$126M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$604M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$233M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$207M
4
Citadel Advisors
Citadel Advisors
Florida
-$204M
5
Millennium Management
Millennium Management
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
751
Arax Advisory Partners
Colorado
$938K +$386K +1,515 +70%
SFSG
752
Sound Financial Strategies Group
Mississippi
$930K -$72.2K -283 -7%
ACP
753
Aveo Capital Partners
Colorado
$930K -$255K -1,000 -22%
CC
754
Cannell & Co
New York
$927K – – –
BBA
755
BLB&B Advisors
Pennsylvania
$922K -$206K -806 -18%
CIA
756
Choate Investment Advisors
Massachusetts
$921K +$921K +3,612 New
OWM
757
OneAscent Wealth Management
Alabama
$916K +$916K +3,591 New
BHBT
758
Burke & Herbert Bank & Trust
Virginia
$913K – – –
DI
759
DFPG Investments
Utah
$909K -$131K -519 -13%
CG
760
Caprock Group
Idaho
$907K +$51.3K +201 +6%
FPF
761
First Pacific Financial
Washington
$901K -$28.3K -111 -3%
CCM
762
Coldstream Capital Management
Washington
$898K +$1.02K +4 +0.1%
RC
763
Rovin Capital
Arizona
$897K -$32.2K -126 -3%
HI
764
Horizon Investments
North Carolina
$889K +$88K +345 +11%
FFN
765
Focus Financial Network
Minnesota
$888K +$31.4K +123 +4%
TSWM
766
Triangle Securities Wealth Management
North Carolina
$886K – – –
CTA
767
Colonial Trust Advisors
South Carolina
$880K -$2.55K -10 -0.3%
TFP
768
Tilia Fiduciary Partners
North Carolina
$872K -$68.9K -270 -7%
AL
769
Arnhold LLC
New York
$868K – – –
FMAEN1
770
Fund Management at Engine No 1
California
$863K +$83.4K +327 +11%
MWM
771
Massachusetts Wealth Management
Massachusetts
$861K – – –
AF
772
Arrow Financial
New York
$853K – – –
FNBT
773
FineMark National Bank & Trust
Florida
$850K +$4.08K +16 +0.5%
PA
774
Procyon Advisors
Connecticut
$847K +$237K +929 +39%
FIM
775
Fruth Investment Management
Texas
$841K – – –
29 30
31
32 33