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Sherwin-Williams
SHW

Overview Fund Activity

1,033 hedge funds and large institutions have $32.3B invested in Sherwin-Williams in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 360 increasing their positions, 415 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
-73
Holders Change %
-6.6%
% of All Funds
22.82%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.53%
New
92
Increased
360
Reduced
415
Closed
149
Calls
$190M
Puts
$162M
Net Calls
+$27.4M
Net Calls Change
+$34.9M

Top Buyers

1
VAM
Vontobel Asset Management
New York
+$179M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$165M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$135M
4
Ameriprise
Ameriprise
Minnesota
+$128M
5
Morgan Stanley
Morgan Stanley
New York
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$464M
2
SC
Sculptor Capital
New York
-$180M
3
BlackRock
BlackRock
New York
-$140M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$112M
5
Man Group
Man Group
United Kingdom
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
926
Sandy Spring Bank
Maryland
$49K +$2.77K +18 +6%
GRP
927
Global Retirement Partners
California
$48K -$11.5K -75 -19%
HDIM
928
Hanson & Doremus Investment Management
Vermont
$48K – – –
WT
929
Washington Trust
Rhode Island
$48K +$48K +315 New
KPW
930
Kore Private Wealth
New York
$47K +$12.3K +81 +36%
CAC
931
Certified Advisory Corp
Florida
$46K -$52K -339 -53%
MIFH
932
Migdal Insurance & Financial Holdings
Israel
$45K -$44.5K -294 -50%
FRA
933
Front Row Advisors
California
$44K +$44K +246 New
LC
934
Lindbrook Capital
California
$42K +$14.2K +93 +51%
RTC
935
Riverview Trust Company
Washington
$41K – – –
VFA
936
Valeo Financial Advisors
Indiana
$40K – – –
DAM
937
Delta Asset Management
Tennessee
$38K – – –
LWA
938
Lenox Wealth Advisors
New York
$38K +$7.33K +48 +24%
RFA
939
Reilly Financial Advisors
California
$36K +$456 +3 +1%
PFBT
940
Parkside Financial Bank & Trust
Missouri
$35K +$3.22K +21 +10%
BWP
941
Baldwin Wealth Partners
Massachusetts
$34K – – –
OC
942
Oakworth Capital
Alabama
$32K – – –
CFFP
943
Center for Financial Planning
Michigan
$29K +$20.7K +135 +250%
KFI
944
Key Financial Inc
Pennsylvania
$29K +$29K +183 New
JFA
945
JNBA Financial Advisors
Minnesota
$28K -$13.1K -84 -32%
BWM
946
BerganKDV Wealth Management
Minnesota
$28K +$1.38K +9 +5%
SIAS
947
Shine Investment Advisory Services
Colorado
$26K -$5.11K -33 -16%
GWS
948
Glassman Wealth Services
Virginia
$26K +$464 +3 +2%
HWA
949
Heritage Wealth Advisors
Virginia
$25.7K -$1.38K -9 -5%
JWA
950
JFS Wealth Advisors
Pennsylvania
$25K +$25K +165 New
36 37
38
39 40