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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 %
GT
801
Glenview Trust
Kentucky
$773K +$67.1K +263 +10%
AF
802
Advisornet Financial
Minnesota
$770K -$155K -606 -17%
NIM
803
NEOS Investment Management
Connecticut
$768K +$768K +3,013 New
CQS
804
Credential Qtrade Securities
$767K -$26.8K -105 -3%
AWM
805
Apollon Wealth Management
South Carolina
$765K -$16.1K -63 -2%
WA
806
WBH Advisory
Maryland
$765K -$2.55K -10 -0.3%
PTC
807
Provident Trust Company
Wisconsin
$765K – – –
1IA
808
1834 Investment Advisors
Wisconsin
$765K – – –
GFA
809
Gifford Fong Associates
California
$765K – – –
CS
810
Cannell & Spears
New York
$765K – – –
CCIA
811
Campbell & Co Investment Adviser
Maryland
$762K +$762K +2,988 New
CPRC
812
Consolidated Portfolio Review Corp
New York
$747K – – –
TWM
813
TriaGen Wealth Management
California
$744K – – –
CSWG
814
Cardinal Strategic Wealth Guidance
Kentucky
$741K -$5.87K -23 -0.8%
CA
815
Claro Advisors
Massachusetts
$739K +$2.81K +11 +0.4%
EFS
816
Essex Financial Services
Connecticut
$738K -$2.81K -11 -0.4%
IAS
817
Insigneo Advisory Services
Florida
$737K +$40.3K +158 +6%
FPIS
818
Financial Planning & Information Services
Wisconsin
$730K +$730K +2,862 New
DBG
819
De Burlo Group
Massachusetts
$727K – – –
M1FG
820
Mach-1 Financial Group
Arkansas
$722K +$722K +2,830 New
CB
821
CNB Bank
Pennsylvania
$717K +$36.7K +144 +5%
VSQM
822
V-Square Quantitative Management
Illinois
$714K +$207K +810 +41%
GSB
823
Greenfield Savings Bank
Massachusetts
$708K – – –
MIM
824
Moseley Investment Management
Florida
$707K -$2.55K -10 -0.4%
FWA
825
FSM Wealth Advisors
Ohio
$705K +$13K +51 +2%
31 32
33
34 35