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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 %
FFM
951
Forum Financial Management
Illinois
$581K -$32.1K -103 -5%
BFC
952
Blue Fin Capital
Rhode Island
$580K +$162K +518 +39%
VWM
953
Vigilare Wealth Management
Arizona
$579K – – –
CIAS
954
Capital Investment Advisory Services
North Carolina
$578K -$677K -2,169 -54%
RWPA
955
Richard W. Paul & Associates
Michigan
$577K -$12.2K -39 -2%
RAM
956
Ramirez Asset Management
New York
$575K – – –
LWAM
957
Legacy Wealth Asset Management
Minnesota
$569K +$1.25K +4 +0.2%
WBC
958
Westpac Banking Corp
Australia
$567K -$2.45M -7,865 -81%
PPC
959
Park Place Capital
Alabama
$566K -$624 -2 -0.1%
RCM
960
Radnor Capital Management
Pennsylvania
$566K – – –
DGAM
961
Desjardins Global Asset Management
Quebec, Canada
$565K -$81.4K -261 -13%
SIC
962
SFE Investment Counsel
California
$565K – – –
TA
963
TFB Advisors
Kansas
$565K +$565K +1,810 New
CHC
964
City Holding Co
West Virginia
$563K +$37.4K +120 +7%
IWN
965
Independent Wealth Network
Iowa
$558K -$34.3K -110 -6%
MG
966
Mather Group
Illinois
$556K +$166K +531 +42%
BAWC
967
Boyce & Associates Wealth Consulting
Texas
$555K +$936 +3 +0.2%
IBOK
968
Independence Bank of Kentucky
Kentucky
$555K +$421K +1,350 +314%
SW
969
SVB Wealth
Massachusetts
$552K +$105K +336 +23%
MW
970
Marcum Wealth
Ohio
$546K -$17.2K -55 -3%
EH
971
Equitable Holdings
New York
$545K +$122K +392 +29%
AWA
972
Arkadios Wealth Advisors
Georgia
$541K +$54K +173 +11%
VCM
973
Virtue Capital Management
Tennessee
$541K -$22.8K -77 -4%
LFG
974
Larson Financial Group
Missouri
$538K +$534K +1,712 +13,169%
BTW
975
Boston Trust Walden
Massachusetts
$538K -$34K -109 -6%
37 38
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