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Sherwin-Williams
SHW

Overview Fund Activity

1,267 hedge funds and large institutions have $51.2B invested in Sherwin-Williams in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 379 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+83
Holders Change %
+7.01%
% of All Funds
22.48%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.64%
New
164
Increased
485
Reduced
379
Closed
66
Calls
$438M
Puts
$554M
Net Calls
-$116M
Net Calls Change
-$15.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$364M
2
KBC Group
KBC Group
Belgium
+$240M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$153M
4
ESCM
Echo Street Capital Management
New York
+$112M
5
Wells Fargo
Wells Fargo
California
+$97.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
DZ Bank
DZ Bank
Germany
-$180M
3
Barclays
Barclays
United Kingdom
-$171M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$168M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
901
Curi RMB Capital
Illinois
$428K – – –
APP
902
Avantax Planning Partners
Iowa
$427K -$25K -102 -6%
SWA
903
Stratos Wealth Advisors
Ohio
$425K -$2.94K -12 -0.7%
FC
904
Forte Capital
New York
$425K +$32.4K +132 +8%
CCM
905
Compton Capital Management
Rhode Island
$423K – – –
TI
906
Tidal Investments
Wisconsin
$423K +$78K +318 +23%
CWM
907
Connecticut Wealth Management
Connecticut
$422K -$17.6K -72 -4%
VDI
908
Vaughan David Investments
Illinois
$415K – – –
JWM
909
JGP Wealth Management
Oregon
$414K +$70.3K +297 +20%
HIA
910
Harbor Investment Advisory
Maryland
$413K -$11.8K -48 -3%
GDP
911
Great Diamond Partners
Maine
$412K -$8.08K -33 -2%
AB
912
Atlas Brown
Kentucky
$412K – – –
CTFG
913
Capstone Triton Financial Group
Oklahoma
$412K +$412K +1,683 New
USGIU
914
U.S. Global Investors (USGI)
Texas
$411K – – –
LB
915
Leo Brokerage
Texas
$411K +$411K +1,680 New
FIM
916
Freedom Investment Management
Connecticut
$409K +$82.4K +336 +25%
BC
917
Bridgefront Capital
Texas
$409K +$409K +1,671 New
OPPTF
918
OPSEU Pension Plan Trust Fund
Ontario, Canada
$408K +$4.38K +18 +1%
WMP
919
Wealth Management Partners
Arizona
$405K +$405K +1,680 New
AC
920
Aristides Capital
Kentucky
$404K – – –
WTFG
921
Wells Trecaso Financial Group
Ohio
$403K – – –
AAS
922
Avantax Advisory Services
Texas
$402K -$881K -3,609 -69%
M
923
Mirova
France
$399K +$399K +1,632 New
9WM
924
9258 Wealth Management
Ohio
$395K +$95.4K +390 +32%
VAS
925
Vestmark Advisory Solutions
Massachusetts
$391K -$31.6K -129 -7%
35 36
37
38 39