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Sherwin-Williams
SHW

Overview Fund Activity

1,500 hedge funds and large institutions have $63.5B invested in Sherwin-Williams in 2023 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 499 increasing their positions, 554 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,500
Holders Change
+108
Holders Change %
+7.76%
% of All Funds
21.99%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
220
Increased
499
Reduced
554
Closed
95
Calls
$522M
Puts
$348M
Net Calls
+$174M
Net Calls Change
-$24.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.82B
2
AIM
Alphinity Investment Management
Australia
+$433M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$400M
4
Capital World Investors
Capital World Investors
California
+$335M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$472M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$440M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$209M
5
Bank of America
Bank of America
North Carolina
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
751
Arax Advisory Partners
Colorado
$1.18M +$29.6K +95 +3%
EA
752
Everpar Advisors
Oklahoma
$1.17M +$1.17M +3,747 New
AFA
753
Abacus FCF Advisors
Florida
$1.17M +$1.17M +3,744 New
MAS
754
Meeder Advisory Services
Ohio
$1.17M +$9.67K +31 +0.8%
BWM
755
BCS Wealth Management
Tennessee
$1.17M – – –
HSA
756
HBK Sorce Advisory
Pennsylvania
$1.16M -$1.87K -6 -0.2%
CC
757
Cannell & Co
New York
$1.16M +$25.3K +81 +2%
ACMA
758
Arbor Capital Management (Alaska)
Alaska
$1.15M -$14.8K -50 -1%
GT
759
Glenview Trust
Kentucky
$1.15M +$205K +657 +22%
FNBSF
760
First National Bank Sioux Falls
South Dakota
$1.15M – – –
EWA
761
EP Wealth Advisors
California
$1.15M -$24.9K -80 -2%
CTFG
762
Capstone Triton Financial Group
Oklahoma
$1.14M -$101K -323 -8%
CC
763
Cipher Capital
New York
$1.14M -$142K -454 -11%
AWM
764
Apollon Wealth Management
South Carolina
$1.14M +$201K +645 +22%
SP
765
Stablepoint Partners
Massachusetts
$1.13M +$1.13M +3,615 New
BF
766
BOK Financial
Oklahoma
$1.12M +$447K +1,434 +66%
BHBT
767
Burke & Herbert Bank & Trust
Virginia
$1.12M – – –
CC
768
Centiva Capital
New York
$1.11M +$648K +2,077 +140%
SC
769
Scholtz & Company
Connecticut
$1.11M +$1.11M +3,550 New
CAM
770
Columbia Asset Management
Michigan
$1.11M -$95.1K -305 -8%
SC
771
Syon Capital
California
$1.1M +$765K +2,452 +228%
FPF
772
First Pacific Financial
Washington
$1.09M -$14.7K -47 -1%
BA
773
Bridgewater Associates
Connecticut
$1.08M +$122K +390 +13%
TSWM
774
Triangle Securities Wealth Management
North Carolina
$1.08M – – –
MWM
775
Massachusetts Wealth Management
Massachusetts
$1.08M +$31.2K +100 +3%
29 30
31
32 33