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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 %
FNBOO
876
First National Bank of Omaha
Nebraska
$751K -$30.9K -99 -4%
HH
877
Hilltop Holdings
Texas
$749K +$12.2K +39 +2%
RPCONE
878
Retirement Planning Company of New England
Rhode Island
$748K +$1.56K +5 +0.2%
OBGC
879
O'Brien Greene & Co
Pennsylvania
$745K -$15.6K -50 -2%
OL
880
Optas LLC
Texas
$742K +$55.2K +177 +8%
CWM
881
Chesapeake Wealth Management
Virginia
$740K -$12.5K -40 -2%
BB
882
Busey Bank
Illinois
$739K +$263K +844 +55%
DBG
883
De Burlo Group
Massachusetts
$727K – – –
SFSG
884
Sound Financial Strategies Group
Mississippi
$718K -$420K -1,346 -37%
ADL
885
Asset Dedication LLC
California
$717K +$53.7K +173 +8%
TW
886
TrinityPoint Wealth
Connecticut
$713K +$5.62K +18 +0.8%
LWCFA
887
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$713K +$6.09K +20 +0.9%
AAS
888
Ameritas Advisory Services
Nebraska
$704K -$4.78M -15,400 -87%
RCA
889
Riverview Capital Advisers
Massachusetts
$702K – – –
FWCM
890
Ferguson Wellman Capital Management
Oregon
$698K – – –
HI
891
Harbour Investments
Wisconsin
$696K +$22.5K +72 +3%
STA
892
Summit Trail Advisors
New York
$695K -$43.4K -139 -6%
WIA
893
World Investment Advisors
California
$691K +$44K +141 +7%
BBA
894
BLB&B Advisors
Pennsylvania
$685K -$443K -1,419 -39%
WA
895
Wealth Alliance
New York
$683K -$33.7K -108 -5%
MMPW
896
Mitchell McLeod Pugh & Williams
Alabama
$683K -$34.3K -110 -5%
IWC
897
Integrated Wealth Concepts
Massachusetts
$679K +$21.5K +69 +3%
Impax Asset Management Group
898
Impax Asset Management Group
United Kingdom
$679K – – –
WMP
899
Wealth Management Partners
Arizona
$678K – – –
TWM
900
Trueblood Wealth Management
Ohio
$674K +$674K +2,162 New
34 35
36
37 38