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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 %
ACP
776
Aveo Capital Partners
Colorado
$1.08M -$55.5K -178 -5%
FHA
777
First Horizon Advisors
Tennessee
$1.08M -$222K -711 -17%
CTA
778
Colonial Trust Advisors
South Carolina
$1.08M +$312 +1 +0%
PP
779
Paloma Partners
Connecticut
$1.07M +$1.07M +3,445 New
OWM
780
OneAscent Wealth Management
Alabama
$1.07M -$45.5K -146 -4%
EF
781
Empowered Funds
Pennsylvania
$1.06M -$610K -1,956 -37%
RC
782
Rovin Capital
Arizona
$1.05M -$42.4K -136 -4%
PWW
783
Pettyjohn Wood & White
Virginia
$1.04M +$41.8K +134 +4%
CG
784
Caprock Group
Idaho
$1.04M -$69.6K -223 -6%
SWM
785
Sterling Wealth Management
Illinois
$1.03M +$1.03M +3,307 New
JFG
786
Jefferies Financial Group
New York
$1.03M -$951K -3,048 -48%
AF
787
Arrow Financial
New York
$1.03M -$12.2K -39 -1%
FIM
788
Fruth Investment Management
Texas
$1.03M – – –
WHCI
789
W.H. Cornerstone Investments
Massachusetts
$1.02M +$41.5K +133 +4%
CCA
790
Checchi Capital Advisers
California
$1.02M -$5.61K -18 -0.5%
BCWM
791
Bartlett & Co Wealth Management
Ohio
$1.02M +$16K +51 +2%
BC
792
Bartlett & Co
Ohio
$1.02M +$16K +51 +2%
BONST
793
Bank of Nova Scotia Trust
Ontario, Canada
$1.02M -$128K -409 -11%
DI
794
DFPG Investments
Utah
$1.02M -$49.6K -167 -5%
OCM
795
One Capital Management
California
$1.01M -$14.7K -47 -1%
QI
796
Qtron Investments
Massachusetts
$1.01M +$459K +1,473 +84%
APA
797
Astoria Portfolio Advisors
New York
$1M +$312K +1,013 +45%
FNBT
798
FineMark National Bank & Trust
Florida
$998K -$41.8K -134 -4%
MAC
799
Mason & Associates (California)
California
$990K – – –
NF
800
Nikulski Financial
Iowa
$989K -$12.5K -40 -1%
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