SHW icon

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 %
CSPIA
901
Cary Street Partners Investment Advisory
Virginia
$673K +$407K +1,305 +153%
AL
902
Arnhold LLC
New York
$672K -$389K -1,248 -37%
GIP
903
Greatmark Investment Partners
Georgia
$664K – – –
WPC
904
Wedmont Private Capital
Pennsylvania
$663K +$81.2K +271 +14%
MA
905
Montag & Associates
Georgia
$661K +$92K +295 +16%
CC
906
Corton Capital
Ontario, Canada
$660K -$184K -589 -22%
PP
907
PDS Planning
Ohio
$659K +$5.3K +17 +0.8%
FMP
908
Financial Management Professionals
Texas
$659K +$624 +2 +0.1%
VFA
909
Valeo Financial Advisors
Indiana
$652K -$23.7K -76 -4%
IAIM
910
International Assets Investment Management
Florida
$650K +$295 +10 +0%
JPWM
911
Jamison Private Wealth Management
Georgia
$648K +$936 +3 +0.1%
PCM
912
Penserra Capital Management
California
$645K -$113K -363 -15%
HCM
913
Hutner Capital Management
Vermont
$643K +$312 +1 +0%
ST
914
Smithfield Trust
Pennsylvania
$641K +$12.1K +39 +2%
FBT
915
First Bankers Trust
Kentucky
$635K -$101K -325 -14%
BOM
916
Bank of Marin
California
$635K -$49.9K -160 -7%
WPW
917
Waldron Private Wealth
Pennsylvania
$635K -$70.5K -226 -10%
CGL
918
Clarius Group LLC
Washington
$633K -$42.7K -137 -6%
UM
919
UniSuper Management
Australia
$633K +$71.4K +229 +13%
MFIM
920
Mesirow Financial Investment Management
Illinois
$632K +$632K +2,025 New
WANY
921
Wealthspire Advisors (New York)
New York
$630K +$52.1K +167 +9%
OLVIG
922
Oliver Lagore Vanvalin Investment Group
Michigan
$628K -$45.2K -145 -7%
CCMG
923
Clark Capital Management Group
Pennsylvania
$627K +$21.5K +69 +4%
GCM
924
Greenland Capital Management
New York
$624K -$780K -2,500 -56%
CP
925
Cumberland Partners
Ontario, Canada
$624K +$374K +1,200 +150%
35 36
37
38 39