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Sherwin-Williams
SHW

Overview Fund Activity

1,267 hedge funds and large institutions have $51.2B invested in Sherwin-Williams in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 379 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+83
Holders Change %
+7.01%
% of All Funds
22.48%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.64%
New
164
Increased
485
Reduced
379
Closed
66
Calls
$438M
Puts
$554M
Net Calls
-$116M
Net Calls Change
-$15.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$364M
2
KBC Group
KBC Group
Belgium
+$240M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$153M
4
ESCM
Echo Street Capital Management
New York
+$112M
5
Wells Fargo
Wells Fargo
California
+$97.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
DZ Bank
DZ Bank
Germany
-$180M
3
Barclays
Barclays
United Kingdom
-$171M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$168M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1026
WealthPLAN Partners
Nebraska
$272K – – –
BWM
1027
Baystate Wealth Management
Massachusetts
$271K -$21.4K -87 -7%
PCTC
1028
Perkins Coie Trust Company
Washington
$271K -$9.55K -39 -3%
CFA
1029
Carroll Financial Associates
North Carolina
$271K – – –
EDRH
1030
Edmond de Rothschild Holding
Switzerland
$271K – – –
MWA
1031
Meridian Wealth Advisors
Texas
$270K -$86.6K -354 -24%
MNBTD
1032
Moody National Bank Trust Division
Texas
$270K – – –
CF
1033
Centaurus Financial
California
$270K +$73.6K +300 +37%
AA
1034
ALPS Advisors
Colorado
$268K -$8.81K -36 -3%
BFA
1035
Beaumont Financial Advisors
Massachusetts
$268K +$736 +3 +0.3%
MBTD
1036
Mechanics Bank - Trust Department
California
$264K – – –
BFA
1037
Beacon Financial Advisory
Ohio
$264K +$11K +45 +4%
SMC
1038
Smith, Moore & Co
Missouri
$259K – – –
VCM
1039
Versant Capital Management
Arizona
$259K – – –
FMWA
1040
Forvis Mazars Wealth Advisors
Missouri
$258K +$11K +45 +4%
MCM
1041
Maryland Capital Management
Maryland
$257K – – –
FMTC
1042
Farmers & Merchants Trust Company
California
$254K +$4.42K +18 +2%
HCM
1043
Howland Capital Management
Massachusetts
$253K -$25K -102 -9%
NAG
1044
Northstar Advisory Group
New Jersey
$252K +$252K +1,029 New
MC
1045
Maverick Capital
Texas
$251K -$3.54M -14,469 -93%
Fisher Asset Management
1046
Fisher Asset Management
Washington
$250K -$28K -114 -10%
Carson Wealth (CWM LLC)
1047
Carson Wealth (CWM LLC)
Nebraska
$250K – – –
1W
1048
1776 Wealth
Georgia
$249K +$3.67K +15 +1%
PBO
1049
Peoples Bank (Ohio)
Ohio
$246K +$16.2K +66 +7%
HBT
1050
Heartland Bank & Trust
Illinois
$246K +$246K +1,005 New
40 41
42
43 44