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Sherwin-Williams
SHW

Overview Fund Activity

1,432 hedge funds and large institutions have $70.1B invested in Sherwin-Williams in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
+128
Holders Change %
+9.82%
% of All Funds
22.12%
Holding in Top 10
56
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+93.1%
% of All Funds
0.86%
New
238
Increased
484
Reduced
470
Closed
87
Calls
$606M
Puts
$729M
Net Calls
-$123M
Net Calls Change
-$56.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$586M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
3
Brown Advisory
Brown Advisory
Maryland
+$225M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$203M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$457M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$253M
3
Wells Fargo
Wells Fargo
California
-$253M
4
BlackRock
BlackRock
New York
-$184M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
1001
U.S. Capital Wealth Advisors
Texas
$476K +$13.7K +39 +3%
OCM
1002
Orser Capital Management
Texas
$475K -$95K -270 -17%
AC
1003
Apella Capital
Connecticut
$475K – – –
BA
1004
Bellwether Advisors
Nebraska
$475K – – –
LA
1005
Latitude Advisors
Florida
$475K +$95.5K +271 +25%
TFS
1006
Thoroughbred Financial Services
Tennessee
$474K +$8.8K +25 +2%
SAA
1007
Southeast Asset Advisors
Georgia
$473K -$1.06K -3 -0.2%
AWM
1008
Aries Wealth Management
Maine
$469K -$19K -54 -4%
QCG
1009
Quadrant Capital Group
Ohio
$468K +$43.7K +124 +10%
CHP
1010
Cable Hill Partners
Oregon
$467K +$25.3K +72 +6%
O
1011
Ossiam
France
$463K -$581K -1,650 -56%
CWA
1012
Clarus Wealth Advisors
Arizona
$463K -$51.4K -160 -10%
VBCG
1013
Valley Brook Capital Group
Pennsylvania
$463K +$8.8K +25 +2%
APIM
1014
Agate Pass Investment Management
Washington
$461K +$461K +1,310 New
MMA
1015
Miracle Mile Advisors
California
$460K +$73.7K +209 +19%
NAG
1016
Northstar Advisory Group
New Jersey
$458K +$458K +1,300 New
FCFS
1017
First Command Financial Services
Texas
$455K – – –
MCM
1018
MV Capital Management
Maryland
$452K +$428K +1,214 +1,759%
NHC
1019
Nicholas Hoffman & Company
Georgia
$446K -$21.5K -61 -5%
BFA
1020
Beacon Financial Advisory
Ohio
$444K +$3.87K +11 +0.9%
IA
1021
Inspire Advisors
Idaho
$442K -$705 -2 -0.2%
CCA
1022
Covey Capital Advisors
Georgia
$441K – – –
ISWM
1023
Independent Solutions Wealth Management
New York
$441K – – –
NERM
1024
New England Research & Management
Illinois
$440K – – –
TPM
1025
Triasima Portfolio Management
Quebec, Canada
$437K +$9.5K +27 +2%
39 40
41
42 43