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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 %
MNBTD
976
Moody National Bank Trust Division
Texas
$256K – – –
IC
977
Intersect Capital
California
$255K +$9.06K +39 +4%
BP
978
Ballentine Partners
Massachusetts
$254K +$254K +1,095 New
BFA
979
Beaumont Financial Advisors
Massachusetts
$253K +$8.36K +36 +3%
MBTD
980
Mechanics Bank - Trust Department
California
$251K – – –
GA
981
Geller Advisors
New York
$250K -$16K -69 -6%
Carson Wealth (CWM LLC)
982
Carson Wealth (CWM LLC)
Nebraska
$250K – – –
TFS
983
Thoroughbred Financial Services
Tennessee
$250K +$250K +1,077 New
DC
984
Diametric Capital
Massachusetts
$248K -$1.26M -5,418 -84%
EA
985
Ellsworth Advisors
Ohio
$248K – – –
SMC
986
Smith, Moore & Co
Missouri
$245K – – –
VCM
987
Versant Capital Management
Arizona
$245K +$30.5K +132 +14%
FNBOO
988
First National Bank of Omaha
Nebraska
$245K +$245K +1,053 New
AIM
989
Aspen Investment Management
Michigan
$244K – – –
MCM
990
Maryland Capital Management
Maryland
$244K +$244K +1,050 New
RC
991
RegentAtlantic Capital
New Jersey
$243K -$2.79K -12 -1%
CAW
992
Cornerstone Advisors (Washington)
Washington
$242K -$3.49K -15 -1%
BFA
993
Beacon Financial Advisory
Ohio
$240K +$240K +1,035 New
MW
994
Marcum Wealth
Ohio
$239K -$18.9K -81 -7%
WIS
995
Wright Investors Service
Connecticut
$237K -$4.88K -21 -2%
FG
996
Fiduciary Group
Georgia
$236K +$236K +1,017 New
FMTC
997
Farmers & Merchants Trust Company
California
$236K +$236K +1,017 New
WMA
998
Wealth Management Associates
New Jersey
$235K +$235K +1,011 New
FMWA
999
Forvis Mazars Wealth Advisors
Missouri
$234K +$234K +1,008 New
1W
1000
1776 Wealth
Georgia
$233K +$4.19K +18 +2%
38 39
40
41 42