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Sherwin-Williams
SHW

Overview Fund Activity

1,033 hedge funds and large institutions have $32.3B invested in Sherwin-Williams in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 360 increasing their positions, 415 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,033
Holders Change
-73
Holders Change %
-6.6%
% of All Funds
22.82%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.53%
New
92
Increased
360
Reduced
415
Closed
149
Calls
$190M
Puts
$162M
Net Calls
+$27.4M
Net Calls Change
+$34.9M

Top Buyers

1
VAM
Vontobel Asset Management
New York
+$179M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$165M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$135M
4
Ameriprise
Ameriprise
Minnesota
+$128M
5
Morgan Stanley
Morgan Stanley
New York
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$464M
2
SC
Sculptor Capital
New York
-$180M
3
BlackRock
BlackRock
New York
-$140M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$112M
5
Man Group
Man Group
United Kingdom
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
1001
Carmichael Hill & Associates
Maryland
$7K – – –
BFC
1002
Bedel Financial Consulting
Indiana
$7K – – –
LAS
1003
Lloyd Advisory Services
Georgia
$7K – – –
LSA
1004
Lion Street Advisors
Texas
$7K +$7K +45 New
CMA
1005
Cedar Mountain Advisors
Oregon
$6K – – –
EIM
1006
Essex Investment Management
Massachusetts
$6K – – –
TPWA
1007
TRUE Private Wealth Advisors
Oregon
$6K – – –
CIAS
1008
CBIZ Investment Advisory Services
Ohio
$6K – – –
AIL
1009
AGF Investments LLC
Ontario, Canada
$6K +$1.71K +12 +40%
SQA
1010
Simon Quick Advisors
New Jersey
$6K +$1.71K +12 +40%
EIP
1011
Ellis Investment Partners
Pennsylvania
$6K +$2.4K +18 +67%
PWMG
1012
Prestige Wealth Management Group
New Jersey
$6K +$6K +39 New
SCA
1013
Stonebridge Capital Advisors
Minnesota
$5K -$3.64K -24 -42%
AIS
1014
Accurate Investment Solutions
Pennsylvania
$5K – – –
CWA
1015
Carolina Wealth Advisors
South Carolina
$5K – – –
SNT
1016
Security National Trust
West Virginia
$4K – – –
GAM
1017
Gemmer Asset Management
California
$3K +$3K +18 New
BWA
1018
BDO Wealth Advisors
Florida
$3K +$3K +21 New
RDWM
1019
Red Door Wealth Management
Tennessee
$3K +$3K +21 New
OAM
1020
Optimal Asset Management
California
$2.49K +$308 +2,013 +14%
LGWM
1021
Litman Gregory Wealth Management
California
$2K – – –
WCG
1022
Weaver Consulting Group
California
$2K – – –
VNA
1023
Valley National Advisers
Pennsylvania
$2K +$1K +6 +100%
FA
1024
Forefront Analytics
Pennsylvania
$1.38K +$1.38K +9 New
SC
1025
Solstein Capital
California
$1K -$112K -1,008 -99%
39 40
41
42 43