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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 %
JWM
851
JGP Wealth Management
Oregon
$914K +$34.9K +117 +4%
TWM
852
TriaGen Wealth Management
California
$913K +$42.1K +141 +5%
SCM
853
Sirios Capital Management
Massachusetts
$913K +$67.7K +227 +8%
CA
854
Crewe Advisors
Utah
$913K +$23.6K +79 +3%
FM
855
Family Management
New York
$910K -$3.92M -13,143 -81%
RWP
856
RWA Wealth Partners
Massachusetts
$907K -$2.09K -7 -0.2%
GWM
857
Geneos Wealth Management
Colorado
$906K +$12.2K +41 +1%
RC
858
Rovin Capital
Arizona
$906K -$20.9K -70 -2%
CCM
859
Chickasaw Capital Management
Tennessee
$902K +$22.4K +75 +3%
FFS
860
Founders Financial Securities
Maryland
$896K +$12.2K +41 +1%
WA
861
WBH Advisory
Maryland
$895K -$1.19K -4 -0.1%
WAOTB
862
Wealth Advisors of Tampa Bay
Florida
$895K – – –
PTC
863
Provident Trust Company
Wisconsin
$895K – – –
1IA
864
1834 Investment Advisors
Wisconsin
$895K – – –
GFA
865
Gifford Fong Associates
California
$895K – – –
CWM
866
Chesapeake Wealth Management
Virginia
$893K +$35.5K +119 +4%
FNBT
867
FineMark National Bank & Trust
Florida
$891K -$50.4K -169 -5%
CPRC
868
Consolidated Portfolio Review Corp
New York
$889K +$298 +1 +0%
TFP
869
Tilia Fiduciary Partners
North Carolina
$889K -$23K -77 -3%
PA
870
Pinnacle Associates
New York
$887K -$25.1K -84 -3%
OIA
871
Optimum Investment Advisors
Illinois
$886K +$119K +400 +16%
PGA
872
Portland Global Advisors
Maine
$886K – – –
OP
873
ORG Partners
Indiana
$884K +$810K +2,736 +1,099%
CA
874
Claro Advisors
Massachusetts
$882K -$15.8K -53 -2%
WW
875
Waterfront Wealth
Kansas
$879K +$129K +431 +17%
33 34
35
36 37