SHW icon

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 %
WP
951
WealthPLAN Partners
Nebraska
$275K +$718 +3 +0.3%
SC
952
Schulhoff & Co
Ohio
$275K +$275K +1,185 New
SWM
953
SVA Wealth Management
Wisconsin
$272K -$279K -1,200 -51%
CCM
954
Coldstream Capital Management
Washington
$272K -$7.67K -33 -3%
FA
955
Faithward Advisors
Pennsylvania
$271K -$7.51M -32,325 -97%
PWPS
956
Pinnacle Wealth Planning Services
Ohio
$271K -$2.09K -9 -0.8%
BPA
957
Beacon Pointe Advisors
California
$271K +$23.1K +99 +9%
HAIM
958
Hunter Associates Investment Management
Pennsylvania
$270K +$696 +3 +0.3%
RE
959
RBC Europe
United Kingdom
$269K – – –
IAN
960
Integrated Advisors Network
Texas
$268K -$20.9K -90 -7%
ECG
961
Edge Capital Group
Georgia
$268K +$268K +1,155 New
WIC
962
Whitegate Investment Counselors
New Hampshire
$267K +$9.06K +39 +4%
PCTC
963
Perkins Coie Trust Company
Washington
$266K -$1.39K -6 -0.5%
TAM
964
Townsend Asset Management
North Carolina
$265K – – –
MWM
965
Meridian Wealth Management
Kentucky
$264K +$7.64K +33 +3%
AA
966
ALPS Advisors
Colorado
$263K -$71.9K -309 -21%
HCM
967
Howland Capital Management
Massachusetts
$263K +$4.87K +21 +2%
Fisher Asset Management
968
Fisher Asset Management
Washington
$263K +$263K +1,131 New
HIC
969
Harvey Investment Company
Kentucky
$261K – – –
SWM
970
SeaCrest Wealth Management
New York
$259K +$259K +1,116 New
CAI
971
Capital Advisors Inc
Oklahoma
$258K +$258K +1,113 New
PFS
972
Prospera Financial Services
Texas
$257K -$992K -4,275 -79%
CFA
973
Carroll Financial Associates
North Carolina
$257K -$238K -1,026 -48%
EDRH
974
Edmond de Rothschild Holding
Switzerland
$257K – – –
FNT
975
First National Trust
Pennsylvania
$257K +$257K +1,107 New
37 38
39
40 41