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Sherwin-Williams
SHW

Overview Fund Activity

1,658 hedge funds and large institutions have $68.9B invested in Sherwin-Williams in 2024 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 581 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+28
Holders Change %
+1.72%
% of All Funds
22.07%
Holding in Top 10
32
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-30.43%
% of All Funds
0.43%
New
205
Increased
602
Reduced
581
Closed
149
Calls
$386M
Puts
$299M
Net Calls
+$86.6M
Net Calls Change
+$68M

Top Buyers

1
State Street
State Street
Massachusetts
+$2.05B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$327M
3
UBS Group
UBS Group
Switzerland
+$273M
4
Barclays
Barclays
United Kingdom
+$207M
5
Northern Trust
Northern Trust
Illinois
+$202M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$277M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$265M
3
IAIM
International Assets Investment Management
Florida
-$241M
4
Ameriprise
Ameriprise
Minnesota
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
976
Greatmark Investment Partners
Georgia
$724K – – –
MC
977
Montag & Caldwell
Georgia
$723K -$3.69M -10,842 -84%
PFS
978
Physicians Financial Services
North Carolina
$721K – – –
TWM
979
Trueblood Wealth Management
Ohio
$720K -$4.42K -13 -0.6%
FMP
980
Financial Management Professionals
Texas
$720K +$1.7K +5 +0.2%
SL
981
SWMG LLC
Texas
$719K -$2.15K -6 -0.3%
FVWA
982
Foster Victor Wealth Advisors
South Carolina
$717K – – –
CA
983
Commerzbank Aktiengesellschaft
Germany
$714K +$162K +478 +29%
TSWM
984
Triangle Securities Wealth Management
North Carolina
$711K -$4.08K -12 -0.6%
EWA
985
EverSource Wealth Advisors
Alabama
$710K +$103K +302 +17%
WAM
986
Weiss Asset Management
Massachusetts
$700K +$700K +2,060 New
ST
987
Smithfield Trust
Pennsylvania
$698K – – –
DS
988
DRW Securities
Illinois
$695K +$695K +2,045 New
SPC
989
Sigma Planning Corp
Michigan
$695K +$36.7K +108 +6%
EH
990
Equitable Holdings
New York
$694K -$87K -256 -11%
FFM
991
Forum Financial Management
Illinois
$693K +$57.4K +169 +9%
PPC
992
Park Place Capital
Alabama
$693K -$59.5K -175 -8%
PP
993
PDS Planning
Ohio
$692K +$4.42K +13 +0.6%
AWA
994
Arkadios Wealth Advisors
Georgia
$692K +$5.44K +16 +0.8%
MMPW
995
Mitchell McLeod Pugh & Williams
Alabama
$688K +$20.4K +60 +3%
WPW
996
Waldron Private Wealth
Pennsylvania
$683K +$1.7K +5 +0.2%
GCP
997
GSA Capital Partners
United Kingdom
$683K -$266K -782 -28%
WAM
998
Wolverine Asset Management
Illinois
$680K -$680K -2,000 -50%
OIAM
999
OFI Invest Asset Management
France
$677K +$677K +2,063 New
MA
1000
Montag & Associates
Georgia
$675K – – –
38 39
40
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