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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 %
IWC
901
Integrated Wealth Concepts
Massachusetts
$537K +$11K +43 +2%
AC
902
AXQ Capital
New Jersey
$536K +$536K +2,100 New
PP
903
PDS Planning
Ohio
$535K +$4.08K +16 +0.8%
APA
904
Astoria Portfolio Advisors
New York
$534K -$73.7K -310 -12%
JPWM
905
Jamison Private Wealth Management
Georgia
$529K +$529K +2,075 New
WIA
906
World Investment Advisors
California
$529K +$510 +2 +0.1%
DGAM
907
Desjardins Global Asset Management
Quebec, Canada
$528K -$8.83M -34,639 -94%
HCM
908
Hutner Capital Management
Vermont
$526K – – –
IAIM
909
International Assets Investment Management
Florida
$524K +$8.76K +368 +2%
BCMLT
910
Beacon Capital Management LLC (Tennessee)
Tennessee
$519K – – –
FVWA
911
Foster Victor Wealth Advisors
South Carolina
$517K +$6.88K +27 +1%
ST
912
Smithfield Trust
Pennsylvania
$517K – – –
BF
913
BOK Financial
Oklahoma
$516K +$462K +1,939 +847%
DIA
914
Dana Investment Advisors
Wisconsin
$512K -$25.8K -101 -5%
1W
915
1776 Wealth
Georgia
$508K – – –
IIC
916
Ironwood Investment Counsel
Arizona
$507K +$507K +1,988 New
SWM
917
Shakespeare Wealth Management
Wisconsin
$504K – – –
BA
918
Bristlecone Advisors
Washington
$504K – – –
FHA
919
Flagship Harbor Advisors
Massachusetts
$504K -$3.32K -13 -0.7%
FFM
920
Forum Financial Management
Illinois
$502K +$76.5K +300 +18%
CPIG
921
Chicago Partners Investment Group
Illinois
$502K +$6.68K +28 +1%
SWM
922
SeaCrest Wealth Management
New York
$498K +$213K +833 +75%
PAM
923
Palisade Asset Management
Minnesota
$497K -$255 -1 -0.1%
BHCM
924
Brevan Howard Capital Management
Jersey
$497K +$497K +1,949 New
CCMG
925
Clark Capital Management Group
Pennsylvania
$495K -$510 -2 -0.1%
35 36
37
38 39