SHW icon

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 %
CA
826
Claro Advisors
Massachusetts
$905K +$1.56K +5 +0.2%
Arrowstreet Capital
827
Arrowstreet Capital
Massachusetts
$905K +$905K +2,900 New
OP
828
ORG Partners
Indiana
$902K +$166K +532 +23%
FFS
829
Founders Financial Securities
Maryland
$901K +$75.8K +243 +9%
PA
830
Procyon Advisors
Connecticut
$898K -$138K -441 -13%
CB
831
CNB Bank
Pennsylvania
$896K +$19.3K +62 +2%
AF
832
Advisornet Financial
Minnesota
$885K -$56.8K -182 -6%
CQS
833
Credential Qtrade Securities
$876K -$61.4K -197 -7%
DA
834
DCM Advisors
New York
$873K +$873K +2,800 New
TPCW
835
TD Private Client Wealth
New York
$871K +$376K +1,207 +76%
RIL
836
Rothschild Investment LLC
Illinois
$866K +$40.5K +130 +5%
GSB
837
Greenfield Savings Bank
Massachusetts
$866K – – –
PP
838
PrairieView Partners
Minnesota
$861K – – –
BP
839
Ballentine Partners
Massachusetts
$859K +$78.9K +253 +10%
IAP
840
Indie Asset Partners
Indiana
$855K – – –
GCM
841
Gladius Capital Management
Illinois
$853K +$853K +2,736 New
SFA
842
Souders Financial Advisors
Ohio
$851K -$111K -357 -12%
SDIC
843
South Dakota Investment Council
South Dakota
$851K – – –
M1FG
844
Mach-1 Financial Group
Arkansas
$849K -$33.4K -107 -4%
FWA
845
FSM Wealth Advisors
Ohio
$849K -$12.8K -41 -1%
PCM
846
Parsons Capital Management
Rhode Island
$848K +$20.3K +65 +2%
CWM
847
Connecticut Wealth Management
Connecticut
$848K +$6.86K +22 +0.8%
CAMG
848
CWA Asset Management Group
Florida
$846K +$373K +1,197 +79%
Connor, Clark & Lunn Investment Management (CC&L)
849
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$845K +$845K +2,709 New
DA
850
Duality Advisers
Florida
$844K +$478K +1,534 +131%
32 33
34
35 36