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Sherwin-Williams
SHW

Overview Fund Activity

1,392 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 489 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+40
Holders Change %
+2.96%
% of All Funds
22.19%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
508
Reduced
489
Closed
81
Calls
$387M
Puts
$188M
Net Calls
+$199M
Net Calls Change
+$157M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
DZ Bank
DZ Bank
Germany
+$450M
3
Norges Bank
Norges Bank
Norway
+$240M
4
PAM
PineStone Asset Management
Quebec, Canada
+$170M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$126M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$604M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$233M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$207M
4
Citadel Advisors
Citadel Advisors
Florida
-$204M
5
Millennium Management
Millennium Management
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
876
Waterfront Wealth
Kansas
$589K +$9.81K +41 +2%
MMPW
877
Mitchell McLeod Pugh & Williams
Alabama
$586K – – –
WA
878
Wealth Alliance
New York
$586K -$57.9K -227 -9%
ARMT
879
Amica Retiree Medical Trust
Rhode Island
$579K – – –
TW
880
TrinityPoint Wealth
Connecticut
$579K +$3.57K +14 +0.6%
WPW
881
Waldron Private Wealth
Pennsylvania
$577K -$14.5K -57 -2%
RWA
882
Ropes Wealth Advisors
Massachusetts
$576K -$55.3K -217 -9%
RCA
883
Riverview Capital Advisers
Massachusetts
$574K – – –
FWCM
884
Ferguson Wellman Capital Management
Oregon
$571K -$3.57K -14 -0.6%
LWCFA
885
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$569K – – –
OL
886
Optas LLC
Texas
$562K -$128K -501 -19%
VI
887
Versor Investments
New York
$561K +$561K +2,200 New
BOM
888
Bank of Marin
California
$560K -$213K -836 -28%
MIA
889
MainStreet Investment Advisors
Illinois
$559K +$19.6K +77 +4%
SP
890
Symmetry Partners
Connecticut
$558K – – –
Impax Asset Management Group
891
Impax Asset Management Group
United Kingdom
$555K -$10.2K -40 -2%
WMP
892
Wealth Management Partners
Arizona
$555K +$70.6K +277 +15%
CGL
893
Clarius Group LLC
Washington
$553K -$110K -431 -17%
VFA
894
Valeo Financial Advisors
Indiana
$553K +$51.8K +203 +10%
HI
895
Harbour Investments
Wisconsin
$551K -$53.8K -211 -9%
OLVIG
896
Oliver Lagore Vanvalin Investment Group
Michigan
$550K +$205K +803 +59%
ADL
897
Asset Dedication LLC
California
$546K -$9.19K -36 -2%
GIP
898
Greatmark Investment Partners
Georgia
$543K – – –
FMP
899
Financial Management Professionals
Texas
$538K -$9.43K -37 -2%
NFG
900
Nations Financial Group
Iowa
$538K -$52K -204 -9%
34 35
36
37 38