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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 %
NHC
1026
Nicholas Hoffman & Company
Georgia
$334K +$255 +1 +0.1%
IA
1027
Inspire Advisors
Idaho
$333K +$10.2K +40 +3%
ICM
1028
IMS Capital Management
Oregon
$332K – – –
CP
1029
Covenant Partners
Tennessee
$332K -$38K -149 -10%
RWS
1030
Resolute Wealth Strategies
Mississippi
$332K +$765 +3 +0.2%
FTWA
1031
Fifth Third Wealth Advisors
Ohio
$331K +$103K +405 +45%
GWP
1032
Gateway Wealth Partners
Wisconsin
$330K -$8.42K -33 -2%
RMCM
1033
Reynders McVeigh Capital Management
Massachusetts
$326K +$14K +55 +4%
SIS
1034
Strategic Investment Solutions
Illinois
$324K +$319K +1,193 +6,628%
BM
1035
Belfer Management
New York
$324K – – –
GSEP
1036
Golden State Equity Partners
California
$322K +$27.8K +109 +9%
BTI
1037
Blue Trust Inc
Georgia
$319K +$55.9K +211 +21%
MG
1038
Mather Group
Illinois
$319K -$157K -614 -33%
WTFG
1039
Wells Trecaso Financial Group
Ohio
$315K -$11K -43 -3%
PGWM
1040
Pitti Group Wealth Management
New York
$315K -$9.95K -39 -3%
BFA
1041
Beacon Financial Advisory
Ohio
$314K +$43.1K +169 +16%
AA
1042
ALPS Advisors
Colorado
$314K +$314K +1,230 New
CCA
1043
Covey Capital Advisors
Georgia
$313K – – –
SCM
1044
Seascape Capital Management
New Hampshire
$312K – – –
NERM
1045
New England Research & Management
Illinois
$312K – – –
BWP
1046
BSW Wealth Partners
Colorado
$311K +$2.81K +11 +0.9%
T
1047
TOBAM
France
$310K +$36.7K +144 +13%
NGA
1048
Naples Global Advisors
Florida
$310K +$310K +1,214 New
VFA
1049
Values First Advisors
Tennessee
$309K -$28.6K -112 -8%
PFP
1050
Paragon Financial Partners
California
$308K – – –
40 41
42
43 44