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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 %
BWM
801
Baystate Wealth Management
Massachusetts
$988K +$2.18K +7 +0.2%
TFP
802
Tilia Fiduciary Partners
North Carolina
$984K -$83K -266 -8%
FPCP
803
Fort Point Capital Partners
California
$982K -$17.2K -55 -2%
WWP
804
Walden Wealth Partners
Ohio
$982K +$982K +3,147 New
ST
805
Sageworth Trust
Pennsylvania
$982K – – –
AB
806
Atlas Brown
Kentucky
$973K -$46.8K -150 -5%
GWM
807
Geneos Wealth Management
Colorado
$967K -$15.3K -49 -2%
JWM
808
JGP Wealth Management
Oregon
$965K +$6.55K +21 +0.7%
RWP
809
RWA Wealth Partners
Massachusetts
$961K +$961K +3,080 New
SA
810
SRN Advisors
Pennsylvania
$955K +$955K +3,062 New
PA
811
Pinnacle Associates
New York
$949K +$100K +322 +12%
PGA
812
Portland Global Advisors
Maine
$946K – – –
KIA
813
Knollwood Investment Advisory
Maryland
$942K +$942K +3,020 New
GFA
814
Gifford Fong Associates
California
$936K – – –
WA
815
WBH Advisory
Maryland
$936K – – –
WAOTB
816
Wealth Advisors of Tampa Bay
Florida
$936K -$936K -3,000 -50%
PTC
817
Provident Trust Company
Wisconsin
$936K – – –
1IA
818
1834 Investment Advisors
Wisconsin
$936K – – –
CS
819
Cannell & Spears
New York
$935K – – –
CPRC
820
Consolidated Portfolio Review Corp
New York
$929K +$14.7K +47 +2%
EFS
821
Essex Financial Services
Connecticut
$918K +$15.3K +49 +2%
ADIM
822
Alpha DNA Investment Management
Maryland
$911K -$45.5K -146 -5%
TWM
823
TriaGen Wealth Management
California
$910K – – –
MC
824
Machina Capital
France
$906K -$2.12M -6,789 -70%
CSWG
825
Cardinal Strategic Wealth Guidance
Kentucky
$906K – – –
31 32
33
34 35