SHW icon

Sherwin-Williams
SHW

Overview Fund Activity

1,392 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 489 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+40
Holders Change %
+2.96%
% of All Funds
22.19%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
508
Reduced
489
Closed
81
Calls
$387M
Puts
$188M
Net Calls
+$199M
Net Calls Change
+$157M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
DZ Bank
DZ Bank
Germany
+$450M
3
Norges Bank
Norges Bank
Norway
+$240M
4
PAM
PineStone Asset Management
Quebec, Canada
+$170M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$126M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$604M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$233M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$207M
4
Citadel Advisors
Citadel Advisors
Florida
-$204M
5
Millennium Management
Millennium Management
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
976
SouthState Corp
Florida
$390K -$41.6K -163 -10%
BB
977
Busey Bank
Illinois
$389K -$603K -2,364 -61%
QCG
978
Quadrant Capital Group
Ohio
$389K +$5.61K +22 +1%
CAMG
979
CWA Asset Management Group
Florida
$387K +$93.4K +366 +32%
PWA
980
Provenance Wealth Advisors
Florida
$386K +$386K +1,515 New
SN
981
Sittner & Nelson
Oregon
$386K – – –
EWM
982
EPG Wealth Management
Georgia
$386K +$765 +3 +0.2%
AWM
983
Axxcess Wealth Management
California
$384K +$384K +1,504 New
VC
984
Vicus Capital
Pennsylvania
$383K +$383K +1,502 New
AWA
985
Arete Wealth Advisors
Illinois
$383K +$32.1K +126 +9%
PAM
986
Paradigm Asset Management
New York
$383K – – –
IHL
987
Investment House LLC
California
$383K – – –
SRSA
988
S.R. Schill & Associates
Washington
$383K – – –
VCP
989
Verus Capital Partners
Arizona
$382K -$89.3K -350 -19%
IIM
990
Ipswich Investment Management
Massachusetts
$381K – – –
APP
991
Avantax Planning Partners
Iowa
$379K +$255 +1 +0.1%
CC
992
Centiva Capital
New York
$378K +$70.1K +275 +23%
CAI
993
Capital Advisors Inc
Oklahoma
$377K -$77.3K -303 -17%
DCM
994
Donaldson Capital Management
Indiana
$371K +$371K +1,454 New
SCM
995
Shelton Capital Management
Colorado
$370K – – –
CIM
996
Contravisory Investment Management
Massachusetts
$368K +$368K +1,441 New
WPWM
997
Windward Private Wealth Management
Kansas
$366K – – –
SW
998
SVB Wealth
Massachusetts
$366K -$20.1K -79 -5%
FWP
999
FAS Wealth Partners
Kansas
$365K +$2.3K +9 +0.6%
AC
1000
Apella Capital
Connecticut
$364K +$1.53K +6 +0.4%
38 39
40
41 42