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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 %
IF
976
Intrua Financial
Texas
$536K +$536K +1,720 New
MA
977
Mutual Advisors
Nebraska
$535K +$15.3K +49 +3%
WIC
978
Wilkins Investment Counsel
Massachusetts
$530K – – –
EFH
979
Eaton Financial Holdings
Florida
$528K -$2.41M -7,729 -82%
AFG
980
Allegheny Financial Group
Pennsylvania
$527K +$527K +1,691 New
MFG
981
Magnus Financial Group
New York
$525K +$1.25K +4 +0.2%
CWM
982
Calamos Wealth Management
Illinois
$525K – – –
QCG
983
Quadrant Capital Group
Ohio
$525K +$49K +157 +10%
RFG
984
Range Financial Group
Oregon
$524K +$23.4K +75 +5%
BIG
985
Brooklyn Investment Group
New York
$517K +$517K +1,657 New
CRC
986
Curi RMB Capital
Illinois
$513K -$624 -2 -0.1%
SSW
987
Smith Shellnut Wilson
Mississippi
$511K -$10.3K -33 -2%
SAA
988
Southeast Asset Advisors
Georgia
$510K – – –
ZF
989
Zhang Financial
Michigan
$510K +$15.6K +50 +3%
CI
990
Conning Inc
Connecticut
$509K +$4.68K +15 +0.9%
SWP
991
Strategic Wealth Partners
Ohio
$506K -$247K -793 -33%
BWM
992
BKM Wealth Management
Wisconsin
$506K +$506K +1,621 New
NFG
993
Nations Financial Group
Iowa
$505K -$153K -490 -23%
IWA
994
Icon Wealth Advisors
Texas
$504K +$504K +1,616 New
VWM
995
Venturi Wealth Management
Texas
$502K +$142K +455 +39%
SM
996
Sciencast Management
New Jersey
$501K -$295K -945 -37%
BCMLT
997
Beacon Capital Management LLC (Tennessee)
Tennessee
$491K -$7.65K -30 -2%
PL
998
Perpetual Ltd
Australia
$488K -$535K -1,716 -52%
VIP
999
Vista Investment Partners
Oklahoma
$488K +$488K +1,563 New
AF
1000
Allworth Financial
California
$486K -$17.8K -57 -4%
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40
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