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Sherwin-Williams
SHW

Overview Fund Activity

1,267 hedge funds and large institutions have $51.2B invested in Sherwin-Williams in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 379 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+83
Holders Change %
+7.01%
% of All Funds
22.48%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.64%
New
164
Increased
485
Reduced
379
Closed
66
Calls
$438M
Puts
$554M
Net Calls
-$116M
Net Calls Change
-$15.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$364M
2
KBC Group
KBC Group
Belgium
+$240M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$153M
4
ESCM
Echo Street Capital Management
New York
+$112M
5
Wells Fargo
Wells Fargo
California
+$97.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
DZ Bank
DZ Bank
Germany
-$180M
3
Barclays
Barclays
United Kingdom
-$171M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$168M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSU
976
Mizuho Securities USA
New York
$320K +$320K +1,308 New
MW
977
Marcum Wealth
Ohio
$319K +$67K +273 +27%
GLA
978
Great Lakes Advisors
Illinois
$318K +$25K +102 +9%
IA
979
Inspire Advisors
Idaho
$316K +$316K +1,287 New
ISWM
980
Independent Solutions Wealth Management
New York
$315K -$41.2K -168 -12%
CBFP
981
Cedar Brook Financial Partners
Ohio
$315K -$12.5K -51 -4%
WPW
982
Waldron Private Wealth
Pennsylvania
$315K -$5.87K -24 -2%
OPS
983
Orion Portfolio Solutions
Nebraska
$314K +$5.88K +24 +2%
AAP
984
Arax Advisory Partners
Colorado
$313K -$5.88K -24 -2%
NERM
985
New England Research & Management
Illinois
$312K – – –
VHAM
986
Van Hulzen Asset Management
California
$312K – – –
BIM
987
Baldwin Investment Management
Pennsylvania
$312K +$73.4K +300 +31%
TPCM
988
Three Peaks Capital Management
Colorado
$307K -$2.2K -9 -0.7%
GP
989
Girard Partners
Pennsylvania
$306K +$67.7K +276 +28%
CNB
990
Camden National Bank
Maine
$305K +$3.68K +15 +1%
KFS
991
Kaizen Financial Strategies
California
$300K +$300K +1,227 New
RC
992
Roundview Capital
New Jersey
$298K – – –
AA
993
Addison Advisors
Vermont
$298K +$298K +1,215 New
BCWM
994
Bartlett & Co Wealth Management
Ohio
$296K +$2.21K +9 +0.8%
RP
995
Rowlandmiller & Partners
Georgia
$296K – – –
BC
996
Bartlett & Co
Ohio
$296K +$2.2K +9 +0.8%
TFS
997
Thoroughbred Financial Services
Tennessee
$296K +$32.3K +132 +12%
EIG
998
Ellenbecker Investment Group
Wisconsin
$295K – – –
IC
999
Intersect Capital
California
$295K +$26.4K +108 +10%
QC
1000
QCM Cayman
Texas
$294K – – –
38 39
40
41 42