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Sherwin-Williams
SHW

Overview Fund Activity

1,500 hedge funds and large institutions have $63.5B invested in Sherwin-Williams in 2023 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 499 increasing their positions, 554 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,500
Holders Change
+108
Holders Change %
+7.76%
% of All Funds
21.99%
Holding in Top 10
53
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+43.24%
% of All Funds
0.78%
New
220
Increased
499
Reduced
554
Closed
95
Calls
$522M
Puts
$348M
Net Calls
+$174M
Net Calls Change
-$24.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.82B
2
AIM
Alphinity Investment Management
Australia
+$433M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$400M
4
Capital World Investors
Capital World Investors
California
+$335M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$472M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$440M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$209M
5
Bank of America
Bank of America
North Carolina
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
1001
Allen Capital Group
Nebraska
$485K -$15.3K -49 -3%
IFU
1002
iSAM Funds (UK)
United Kingdom
$482K +$482K +1,544 New
MMA
1003
Miracle Mile Advisors
California
$481K -$357K -1,146 -43%
AI
1004
AdvisorShares Investments
Maryland
$478K +$478K +1,532 New
SC
1005
SouthState Corp
Florida
$476K -$1.56K -5 -0.3%
TWM
1006
Tradition Wealth Management
Minnesota
$475K +$468K +1,500 +6,522%
PWA
1007
Provenance Wealth Advisors
Florida
$473K – – –
SN
1008
Sittner & Nelson
Oregon
$472K – – –
VCP
1009
Verus Capital Partners
Arizona
$470K +$3.74K +12 +0.8%
AWM
1010
Axxcess Wealth Management
California
$470K +$936 +3 +0.2%
MIS
1011
Morningstar Investment Services
Illinois
$469K +$469K +1,500 New
SAM
1012
Silvercrest Asset Management
New York
$468K +$169K +542 +56%
PAM
1013
Paradigm Asset Management
New York
$468K – – –
IHL
1014
Investment House LLC
California
$468K – – –
SRSA
1015
S.R. Schill & Associates
Washington
$468K – – –
RWM
1016
Revisor Wealth Management
Ohio
$467K +$42.7K +137 +10%
SWM
1017
SeaCrest Wealth Management
New York
$467K -$112K -379 -19%
IIM
1018
Ipswich Investment Management
Massachusetts
$466K – – –
FIB
1019
First Interstate Bank
Montana
$465K -$15.3K -49 -3%
CAI
1020
Capital Advisors Inc
Oklahoma
$463K +$2.18K +7 +0.5%
APP
1021
Avantax Planning Partners
Iowa
$463K -$312 -1 -0.1%
GI
1022
GAMMA Investing
California
$462K +$462K +1,517 New
OIA
1023
OneDigital Investment Advisors
Kansas
$458K -$495K -1,587 -52%
CWA
1024
CM Wealth Advisors
Ohio
$458K +$140K +450 +44%
CIG
1025
Cullen Investment Group
Louisiana
$456K +$456K +1,461 New
39 40
41
42 43