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Sherwin-Williams
SHW

Overview Fund Activity

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$590M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$268M
3
BlackRock
BlackRock
New York
+$249M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$234M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$223M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$330M
3
SGA
Sustainable Growth Advisers
Connecticut
-$326M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
5
DZ Bank
DZ Bank
Germany
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
976
Financial Advocates Investment Management
Washington
$587K +$597 +2 +0.1%
AWA
977
Arkadios Wealth Advisors
Georgia
$586K +$47.7K +160 +9%
HH
978
Hilltop Holdings
Texas
$582K +$8.06K +27 +1%
CA
979
Cullinan Associates
Kentucky
$580K +$580K +1,942 New
LMKC
980
L.M. Kohn & Company
Ohio
$577K -$5.37K -18 -0.9%
JCM
981
Jacobsen Capital Management
Utah
$576K -$4.78K -16 -0.8%
PAM
982
Palisade Asset Management
Minnesota
$576K – – –
EH
983
Equitable Holdings
New York
$575K +$92.5K +310 +19%
FIA
984
Foundations Investment Advisors
Arizona
$573K +$264K +883 +85%
HIA
985
Harbor Investment Advisory
Maryland
$571K – – –
NFA
986
Northern Financial Advisors
Michigan
$571K – – –
SC
987
Syon Capital
California
$571K +$15.8K +53 +3%
CIAS
988
Capital Investment Advisory Services
North Carolina
$570K +$17K +57 +3%
AFG
989
Allegheny Financial Group
Pennsylvania
$570K +$90.4K +303 +19%
NF
990
Nvest Financial
New Hampshire
$569K +$569K +1,907 New
CMANY
991
Capital Management Associates (New York)
New York
$567K – – –
ST
992
Sageworth Trust
Pennsylvania
$564K -$375K -1,256 -40%
SIC
993
SFE Investment Counsel
California
$564K +$28.4K +95 +5%
DIA
994
Dana Investment Advisors
Wisconsin
$559K -$7.76K -26 -1%
FFM
995
Forum Financial Management
Illinois
$556K – – –
BJL
996
Brighton Jones LLC
Washington
$556K +$267K +893 +92%
LWAM
997
Legacy Wealth Asset Management
Minnesota
$554K +$9.85K +33 +2%
VWM
998
Vigilare Wealth Management
Arizona
$554K +$298 +1 +0.1%
BIG
999
Brooklyn Investment Group
New York
$554K – – –
BBA
1000
BLB&B Advisors
Pennsylvania
$554K – – –
38 39
40
41 42