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Sherwin-Williams
SHW

Overview Fund Activity

1,392 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 489 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+40
Holders Change %
+2.96%
% of All Funds
22.19%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
508
Reduced
489
Closed
81
Calls
$387M
Puts
$188M
Net Calls
+$199M
Net Calls Change
+$157M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
DZ Bank
DZ Bank
Germany
+$450M
3
Norges Bank
Norges Bank
Norway
+$240M
4
PAM
PineStone Asset Management
Quebec, Canada
+$170M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$126M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$604M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$233M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$207M
4
Citadel Advisors
Citadel Advisors
Florida
-$204M
5
Millennium Management
Millennium Management
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
1001
Wallace Advisory Group
California
$362K -$14.6K -55 -4%
EP
1002
Eudaimonia Partners
Tennessee
$360K -$77K -302 -18%
DI
1003
DAGCO Inc
Ohio
$358K -$342K -3,276 -49%
LFG
1004
Leverty Financial Group
Wisconsin
$356K – – –
GA
1005
Geller Advisors
New York
$355K +$355K +1,390 New
OTL
1006
Oak Thistle LLC
New York
$353K +$353K +1,386 New
SIM
1007
Sentry Investment Management
Wisconsin
$350K -$45.4K -178 -11%
BB
1008
Berkshire Bank
Massachusetts
$350K -$5.61K -22 -2%
GDP
1009
Great Diamond Partners
Maine
$349K -$2.55K -10 -0.7%
9WM
1010
9258 Wealth Management
Ohio
$349K – – –
MWM
1011
Modera Wealth Management
New Jersey
$348K -$921K -3,612 -73%
SA
1012
Strategic Advisors
New York
$347K – – –
RWM
1013
Revisor Wealth Management
Ohio
$347K +$29.8K +117 +9%
EH
1014
Equitable Holdings
New York
$346K +$84.4K +331 +32%
GRP
1015
Global Retirement Partners
California
$346K +$14.6K +57 +4%
PBO
1016
Peoples Bank (Ohio)
Ohio
$345K +$85.2K +334 +33%
MPWT
1017
MassMutual Private Wealth & Trust
Connecticut
$345K +$14.5K +57 +4%
BFC
1018
Blue Fin Capital
Rhode Island
$342K +$143K +560 +72%
IB
1019
Intrust Bank
Kansas
$342K -$10.7K -42 -3%
MIM
1020
Morningstar Investment Management
Illinois
$341K – – –
CG
1021
Colony Group
Massachusetts
$339K -$33.2K -130 -9%
DDPIC
1022
Deroy & Devereaux Private Investment Counsel
Michigan
$339K – – –
MCM
1023
MV Capital Management
Maryland
$337K +$3.32K +13 +1%
VBCG
1024
Valley Brook Capital Group
Pennsylvania
$335K – – –
BSC
1025
Brown Shipley & Co
United Kingdom
$334K -$35.2K -138 -10%
39 40
41
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