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Sherwin-Williams
SHW

Overview Fund Activity

1,184 hedge funds and large institutions have $48.9B invested in Sherwin-Williams in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 452 increasing their positions, 378 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+73
Holders Change %
+6.57%
% of All Funds
23.95%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.75%
New
140
Increased
452
Reduced
378
Closed
60
Calls
$436M
Puts
$536M
Net Calls
-$100M
Net Calls Change
-$70.6M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$201M
2
Barclays
Barclays
United Kingdom
+$173M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$147M
4
Morgan Stanley
Morgan Stanley
New York
+$121M
5
WCM Investment Management
WCM Investment Management
California
+$101M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$230M
2
DZ Bank
DZ Bank
Germany
-$129M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$111M
4
VAM
Vontobel Asset Management
New York
-$104M
5
Capital World Investors
Capital World Investors
California
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
826
Magnus Financial Group
New York
$466K +$466K +2,007 New
MCWS
827
McKinley Carter Wealth Services
West Virginia
$463K -$30.7K -132 -6%
PAM
828
Palisade Asset Management
Minnesota
$463K +$2.09K +9 +0.5%
VPIM
829
Vanguard Personalized Indexing Management
California
$462K +$116K +501 +34%
ST
830
Smithfield Trust
Pennsylvania
$461K -$5.57K -24 -1%
QCM
831
Quantinno Capital Management
New York
$461K – – –
PMFA
832
Plante Moran Financial Advisors
Michigan
$459K +$10.4K +45 +2%
BDF
833
Balasa Dinverno & Foltz
$457K -$6.27K -27 -1%
BA
834
Bristlecone Advisors
Washington
$456K -$3.48K -15 -0.8%
HCM
835
Hutner Capital Management
Vermont
$456K +$456K +1,962 New
JWCA
836
J.W. Cole Advisors
Florida
$451K +$451K +1,941 New
MA
837
Mutual Advisors
Nebraska
$450K +$39K +168 +9%
SIC
838
SFE Investment Counsel
California
$446K -$20.9K -90 -4%
GIM
839
Goelzer Investment Management
Indiana
$442K – – –
PGFC
840
Peapack-Gladstone Financial Corp
New Jersey
$441K – – –
TNB
841
TCF National Bank
South Dakota
$441K +$441K +1,896 New
RWB
842
RMR Wealth Builders
New Jersey
$438K +$20.9K +90 +5%
WB
843
WesBanco Bank
West Virginia
$438K +$59.2K +255 +16%
IC
844
IEQ Capital
California
$435K +$435K +1,872 New
ADL
845
Asset Dedication LLC
California
$434K +$50.1K +216 +13%
APP
846
Avantax Planning Partners
Iowa
$428K -$40.4K -174 -9%
WG
847
Welch Group
Alabama
$428K – – –
IA
848
IndexIQ Advisors
New York
$427K +$255K +1,098 +148%
PI
849
PEAK6 Investments
Illinois
$424K -$3.62M -15,603 -90%
AW
850
Alpha Windward
Massachusetts
$423K +$10.5K +45 +3%
32 33
34
35 36