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Sherwin-Williams
SHW

Overview Fund Activity

1,304 hedge funds and large institutions have $54.8B invested in Sherwin-Williams in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 473 increasing their positions, 495 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+19
Holders Change %
+1.48%
% of All Funds
22.77%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.52%
New
124
Increased
473
Reduced
495
Closed
87
Calls
$536M
Puts
$529M
Net Calls
+$7.79M
Net Calls Change
+$184M

Top Buyers

1
State Street
State Street
Massachusetts
+$201M
2
Macquarie Group
Macquarie Group
Australia
+$154M
3
WCM Investment Management
WCM Investment Management
California
+$143M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$120M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.3M

Top Sellers

1
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.86B
2
FPP
Findlay Park Partners
United Kingdom
-$517M
3
PI
Putnam Investments
Massachusetts
-$473M
4
DC
Davenport & Co
Virginia
-$307M
5
Morgan Stanley
Morgan Stanley
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
1001
Van Hulzen Asset Management
California
$347K – – –
BBNA
1002
Bremer Bank National Association
Minnesota
$344K -$34.9K -128 -9%
IA
1003
Inspire Advisors
Idaho
$344K -$5.18K -19 -1%
5L
1004
55I LLC
Massachusetts
$344K +$344K +1,263 New
CCA
1005
Covey Capital Advisors
Georgia
$341K -$308K -1,251 Closed
ISWM
1006
Independent Solutions Wealth Management
New York
$341K +$341K +1,251 New
SSWG
1007
Seven Springs Wealth Group
Tennessee
$340K +$340K +1,248 New
BFA
1008
Beacon Financial Advisory
Ohio
$338K +$4.91K +18 +1%
CBFP
1009
Cedar Brook Financial Partners
Ohio
$336K -$273 -1 -0.1%
CRCM
1010
Corbett Road Capital Management
Virginia
$335K -$175K -641 -34%
JIR
1011
James Investment Research
Ohio
$335K +$226K +832 +209%
GIA
1012
Gladstone Institutional Advisory
Florida
$333K +$333K +1,222 New
TPM
1013
Triasima Portfolio Management
Quebec, Canada
$331K – – –
AA
1014
Addison Advisors
Vermont
$331K +$331K +1,215 New
FCBT
1015
First Citizens Bank & Trust
North Carolina
$330K -$180K -660 -35%
SCM
1016
Seascape Capital Management
New Hampshire
$330K -$65.3K -240 -17%
NAG
1017
Northstar Advisory Group
New Jersey
$330K +$45.2K +166 +16%
BCWM
1018
Bartlett & Co Wealth Management
Ohio
$329K – – –
BC
1019
Bartlett & Co
Ohio
$329K – – –
QP
1020
Quilter Plc
United Kingdom
$328K -$236K -864 -42%
WPW
1021
Waldron Private Wealth
Pennsylvania
$327K -$4.08K -15 -1%
DIA
1022
Dana Investment Advisors
Wisconsin
$327K – – –
HHAA
1023
Henry H. Armstrong Associates
Pennsylvania
$327K – – –
AA
1024
Alesco Advisors
New York
$327K +$327K +1,200 New
RBFC
1025
Roman Butler Fullerton & Co
Missouri
$326K -$650K -2,386 -67%
39 40
41
42 43