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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 %
FC
851
Forte Capital
New York
$836K +$85.8K +275 +11%
OIA
852
Optimum Investment Advisors
Illinois
$833K – – –
MIM
853
Moseley Investment Management
Florida
$831K -$34.3K -110 -4%
WS
854
Wedbush Securities
California
$826K -$5.92K -19 -0.7%
IAS
855
Insigneo Advisory Services
Florida
$822K -$79.2K -254 -9%
SIG
856
Stonegate Investment Group
Alabama
$822K +$77.4K +248 +10%
QWM
857
Quadcap Wealth Management
Texas
$815K +$815K +2,613 New
EBWM
858
Eagle Bluffs Wealth Management
Missouri
$811K -$37.1K -119 -4%
SAG
859
SageView Advisory Group
California
$808K +$808K +2,626 New
MCM
860
Maple Capital Management
Vermont
$803K -$4.68K -15 -0.6%
RIA
861
Regal Investment Advisors
Michigan
$799K +$33.4K +107 +4%
MM
862
MQS Management
New York
$795K +$420K +1,345 +112%
BP
863
BBR Partners
New York
$793K +$7.17K +23 +0.9%
VA
864
Vident Advisory
Georgia
$792K +$35.6K +114 +5%
CI
865
Cigna Investments
Connecticut
$791K -$7.8K -25 -1%
OFS
866
OneAscent Financial Services
Alabama
$789K +$414K +1,327 +110%
WW
867
Waterfront Wealth
Kansas
$785K +$17.5K +56 +2%
SIC
868
Salem Investment Counselors
North Carolina
$780K -$44.6K -143 -5%
VA
869
Verdad Advisers
Massachusetts
$780K – – –
CCM
870
Chickasaw Capital Management
Tennessee
$777K +$777K +2,491 New
GM
871
GeoWealth Management
Illinois
$771K +$771K +2,472 New
GVAG
872
Great Valley Advisor Group
Delaware
$769K -$26.8K -86 -3%
MSFS
873
Main Street Financial Solutions
Pennsylvania
$768K -$78K -250 -9%
BI
874
Ballast Inc
Kentucky
$762K -$6.24K -20 -0.8%
FFA
875
First Foundation Advisors
California
$761K -$262K -840 -26%
33 34
35
36 37