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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 %
1W
926
1776 Wealth
Georgia
$622K – – –
HIA
927
Harbor Investment Advisory
Maryland
$620K +$23.4K +75 +4%
NP
928
NorthRock Partners
Minnesota
$618K +$332K +1,064 +116%
SWM
929
Shakespeare Wealth Management
Wisconsin
$617K – – –
CPIG
930
Chicago Partners Investment Group
Illinois
$612K -$20.5K -68 -3%
BA
931
Bristlecone Advisors
Washington
$609K -$7.49K -24 -1%
LMKC
932
L.M. Kohn & Company
Ohio
$609K +$256K +821 +73%
JCM
933
Jacobsen Capital Management
Utah
$609K -$130K -418 -18%
GWMR
934
GC Wealth Management RIA
Massachusetts
$608K +$608K +1,949 New
PAM
935
Palisade Asset Management
Minnesota
$608K -$312 -1 -0.1%
SC
936
Savant Capital
Illinois
$606K +$25.6K +82 +4%
DC
937
Diametric Capital
Massachusetts
$604K +$604K +1,938 New
FAIM
938
Financial Advocates Investment Management
Washington
$603K +$31.8K +102 +6%
FVWA
939
Foster Victor Wealth Advisors
South Carolina
$600K -$8.09K -27 -1%
PFS
940
Physicians Financial Services
North Carolina
$599K – – –
NFA
941
Northern Financial Advisors
Michigan
$597K +$32.1K +103 +6%
NLGIA
942
Nippon Life Global Investors Americas
New York
$596K +$596K +1,910 New
SP
943
Symmetry Partners
Connecticut
$594K -$90.4K -289 -13%
AC
944
AXQ Capital
New Jersey
$593K -$62.4K -200 -10%
CMANY
945
Capital Management Associates (New York)
New York
$593K – – –
FFA
946
Farther Finance Advisors
California
$591K +$56.8K +182 +11%
AFG
947
Atomi Financial Group
New York
$591K +$591K +1,894 New
DIA
948
Dana Investment Advisors
Wisconsin
$588K -$38.7K -124 -6%
IIC
949
Ironwood Investment Counsel
Arizona
$584K -$36.5K -117 -6%
BA
950
Bellwether Advisors
Nebraska
$583K -$575K -1,845 -50%
36 37
38
39 40