SHW icon

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 %
MCWS
926
McKinley Carter Wealth Services
West Virginia
$495K +$269K +1,054 +119%
VCM
927
Virtue Capital Management
Tennessee
$492K – – –
PFS
928
Physicians Financial Services
North Carolina
$490K – – –
WPC
929
Wedmont Private Capital
Pennsylvania
$489K +$83.3K +331 +21%
HIA
930
Harbor Investment Advisory
Maryland
$488K -$118K -462 -19%
CMANY
931
Capital Management Associates (New York)
New York
$485K – – –
IWN
932
Independent Wealth Network
Iowa
$485K -$49.5K -194 -9%
RWPA
933
Richard W. Paul & Associates
Michigan
$482K -$21.9K -86 -4%
SC
934
Savant Capital
Illinois
$475K +$18.1K +71 +4%
VWM
935
Vigilare Wealth Management
Arizona
$473K +$255 +1 +0.1%
WANY
936
Wealthspire Advisors (New York)
New York
$472K +$84.9K +333 +22%
RAM
937
Ramirez Asset Management
New York
$471K +$471K +1,845 New
FAIM
938
Financial Advocates Investment Management
Washington
$468K – – –
BTW
939
Boston Trust Walden
Massachusetts
$468K – – –
KI
940
Kapitalo Investimentos
Brazil
$467K +$467K +1,831 New
MA
941
Montag & Associates
Georgia
$465K +$10.2K +40 +2%
LWAM
942
Legacy Wealth Asset Management
Minnesota
$464K +$2.81K +11 +0.6%
PPC
943
Park Place Capital
Alabama
$463K -$12.8K -50 -3%
RCM
944
Radnor Capital Management
Pennsylvania
$463K +$463K +1,815 New
WB
945
WesBanco Bank
West Virginia
$462K – – –
NFA
946
Northern Financial Advisors
Michigan
$462K -$11K -43 -2%
SIC
947
SFE Investment Counsel
California
$462K -$3.83K -15 -0.8%
MW
948
Marcum Wealth
Ohio
$460K -$6.63K -26 -1%
BS
949
Bessemer Securities
New York
$460K -$293K -1,148 -39%
UM
950
UniSuper Management
Australia
$459K – – –
36 37
38
39 40