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Sherwin-Williams
SHW

Overview Fund Activity

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$590M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$268M
3
BlackRock
BlackRock
New York
+$249M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$234M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$223M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$330M
3
SGA
Sustainable Growth Advisers
Connecticut
-$326M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
5
DZ Bank
DZ Bank
Germany
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
CK
801
Cohen Klingenstein
New York
$1.13M – – –
CTFG
802
Capstone Triton Financial Group
Oklahoma
$1.12M -$13.4K -45 -1%
HSA
803
HBK Sorce Advisory
Pennsylvania
$1.12M +$2.69K +9 +0.2%
TPCW
804
TD Private Client Wealth
New York
$1.11M +$258K +865 +30%
FFN
805
Focus Financial Network
Minnesota
$1.1M +$45.6K +140 +4%
FNBSF
806
First National Bank Sioux Falls
South Dakota
$1.1M – – –
KIA
807
Knollwood Investment Advisory
Maryland
$1.09M +$194K +649 +21%
LA
808
Legacy Advisors
Pennsylvania
$1.09M +$1.09M +3,667 New
FPF
809
First Pacific Financial
Washington
$1.09M +$49.5K +166 +5%
GT
810
Glenview Trust
Kentucky
$1.09M -$21.2K -71 -2%
EWM
811
Empirical Wealth Management
Washington
$1.08M -$40.3K -135 -4%
PWW
812
Pettyjohn Wood & White
Virginia
$1.08M +$85.6K +287 +9%
TCOO
813
Trust Company of Oklahoma
Oklahoma
$1.08M -$16.7K -56 -2%
NF
814
Nikulski Financial
Iowa
$1.07M +$107K +360 +11%
CWM
815
Cordatus Wealth Management
Pennsylvania
$1.07M +$1.07M +3,581 New
SS
816
Sunbelt Securities
Texas
$1.07M -$28.6K -96 -3%
MWM
817
Massachusetts Wealth Management
Massachusetts
$1.07M – – –
WS
818
Wedbush Securities
California
$1.07M +$194K +650 +22%
BHBT
819
Burke & Herbert Bank & Trust
Virginia
$1.07M -$2.98K -10 -0.3%
TSWM
820
Triangle Securities Wealth Management
North Carolina
$1.04M – – –
SPC
821
Spirepoint Private Client
Florida
$1.04M +$5.37K +18 +0.5%
1CP
822
17 Capital Partners
Arizona
$1.03M +$1.03M +3,454 New
APA
823
Astoria Portfolio Advisors
New York
$1.03M +$52.5K +176 +5%
VWM
824
Venturi Wealth Management
Texas
$1.03M +$537K +1,801 +110%
JSSH
825
J. Safra Sarasin Holding
$1.02M +$1.02M +3,424 New
31 32
33
34 35