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Sherwin-Williams
SHW

Overview Fund Activity

1,184 hedge funds and large institutions have $48.9B invested in Sherwin-Williams in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 452 increasing their positions, 378 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+73
Holders Change %
+6.57%
% of All Funds
23.95%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.75%
New
140
Increased
452
Reduced
378
Closed
60
Calls
$436M
Puts
$536M
Net Calls
-$100M
Net Calls Change
-$70.6M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$201M
2
Barclays
Barclays
United Kingdom
+$173M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$147M
4
Morgan Stanley
Morgan Stanley
New York
+$121M
5
WCM Investment Management
WCM Investment Management
California
+$101M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$230M
2
DZ Bank
DZ Bank
Germany
-$129M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$111M
4
VAM
Vontobel Asset Management
New York
-$104M
5
Capital World Investors
Capital World Investors
California
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
926
Waldron Private Wealth
Pennsylvania
$304K +$54.3K +234 +22%
QP
927
Quilter Plc
United Kingdom
$304K +$304K +1,308 New
AAP
928
Arax Advisory Partners
Colorado
$302K -$11.8K -51 -4%
Cetera Investment Advisers
929
Cetera Investment Advisers
Illinois
$301K +$4.88K +21 +2%
OMC
930
Overbrook Management Corp
New York
$300K +$300K +1,290 New
KWM
931
Kingsview Wealth Management
Oregon
$297K +$42.5K +183 +17%
NERM
932
New England Research & Management
Illinois
$296K – – –
VHAM
933
Van Hulzen Asset Management
California
$296K – – –
TPCM
934
Three Peaks Capital Management
Colorado
$293K +$1.39K +6 +0.5%
OPS
935
Orion Portfolio Solutions
Nebraska
$292K -$13.9K -60 -5%
CNB
936
Camden National Bank
Maine
$286K -$6.98K -30 -2%
PTC
937
Petrus Trust Company
Texas
$286K +$286K +1,233 New
AC
938
Athanor Capital
New York
$284K +$284K +1,224 New
RC
939
Roundview Capital
New Jersey
$283K +$6.97K +30 +3%
9WM
940
9258 Wealth Management
Ohio
$281K -$1.38K -6 -0.5%
EIG
941
Ellenbecker Investment Group
Wisconsin
$280K -$69.8K -300 -20%
FFA
942
First Foundation Advisors
California
$280K – – –
AA
943
Alesco Advisors
New York
$279K – – –
BC
944
Bartlett & Co
Ohio
$279K – – –
QC
945
QCM Cayman
Texas
$279K – – –
BCWM
946
Bartlett & Co Wealth Management
Ohio
$279K – – –
GLA
947
Great Lakes Advisors
Illinois
$278K +$30.7K +132 +12%
ACM
948
Armbruster Capital Management
New York
$277K – – –
BWM
949
Baystate Wealth Management
Massachusetts
$277K +$698 +3 +0.3%
RBFC
950
Roman Butler Fullerton & Co
Missouri
$276K +$695 +3 +0.3%
36 37
38
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