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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 %
CTA
826
Colonial Trust Advisors
South Carolina
$1.02M -$5.07K -17 -0.5%
ACP
827
Aveo Capital Partners
Colorado
$1.02M -$13.7K -46 -1%
NP
828
NorthRock Partners
Minnesota
$1.01M +$159K +534 +19%
OCM
829
One Capital Management
California
$1.01M +$46.3K +155 +5%
LIP
830
Lighthouse Investment Partners
Florida
$998K +$998K +3,344 New
FFA
831
Farther Finance Advisors
California
$998K +$348K +1,178 +54%
GI
832
Gradient Investments
Minnesota
$995K +$809K +2,710 +434%
AFCM
833
Applied Finance Capital Management
Puerto Rico
$988K +$988K +3,309 New
SWM
834
Sterling Wealth Management
Illinois
$987K – – –
FIM
835
Fruth Investment Management
Texas
$984K – – –
WHCI
836
W.H. Cornerstone Investments
Massachusetts
$984K +$2.39K +8 +0.2%
SWS
837
SYSTM Wealth Solutions
Illinois
$973K +$897K +3,006 +1,183%
BFC
838
Blue Fin Capital
Rhode Island
$969K +$198K +664 +26%
FHA
839
First Horizon Advisors
Tennessee
$968K +$109K +365 +13%
BCWM
840
Bartlett & Co Wealth Management
Ohio
$966K +$8.06K +27 +0.8%
PA
841
Procyon Advisors
Connecticut
$962K +$65.1K +218 +7%
SA
842
SRN Advisors
Pennsylvania
$957K – – –
FTWA
843
Fifth Third Wealth Advisors
Ohio
$955K +$594K +1,991 +165%
MAC
844
Mason & Associates (California)
California
$947K – – –
CCA
845
Checchi Capital Advisers
California
$944K -$7.46K -25 -0.8%
RIL
846
Rothschild Investment LLC
Illinois
$944K +$105K +352 +13%
WWP
847
Walden Wealth Partners
Ohio
$939K – – –
AB
848
Atlas Brown
Kentucky
$933K +$1.79K +6 +0.2%
GAM
849
Groupama Asset Management
France
$924K +$411K +1,378 +80%
SW
850
SlateStone Wealth
Florida
$920K -$28.4K -95 -3%
32 33
34
35 36