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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 %
MCM
1026
Monarch Capital Management
Indiana
$456K -$40.5K -130 -8%
PIM
1027
Plato Investment Management
Australia
$452K +$452K +1,450 New
SW
1028
SteelPeak Wealth
California
$450K +$450K +1,442 New
WPWM
1029
Windward Private Wealth Management
Kansas
$447K – – –
MPWT
1030
MassMutual Private Wealth & Trust
Connecticut
$446K +$23.7K +76 +6%
GXJ
1031
Global X Japan
Japan
$445K +$445K +1,427 New
CIM
1032
Contravisory Investment Management
Massachusetts
$444K -$4.99K -16 -1%
CF
1033
Centaurus Financial
California
$442K +$180K +578 +69%
PWM
1034
Perigon Wealth Management
California
$442K +$442K +1,417 New
AWA
1035
Arete Wealth Advisors
Illinois
$442K -$26.5K -85 -6%
9WM
1036
9258 Wealth Management
Ohio
$435K +$8.11K +26 +2%
SCM
1037
Shelton Capital Management
Colorado
$434K -$18.4K -59 -4%
TSS
1038
Two Sigma Securities
New York
$429K +$429K +1,374 New
WEG
1039
World Equity Group
Illinois
$425K -$59.3K -190 -12%
SA
1040
Strategic Advisors
New York
$425K +$312 +1 +0.1%
BB
1041
Berkshire Bank
Massachusetts
$423K -$4.99K -16 -1%
MCWS
1042
McKinley Carter Wealth Services
West Virginia
$420K -$186K -595 -31%
AC
1043
Apella Capital
Connecticut
$419K -$3.85K -13 -0.9%
PE
1044
Point72 Europe
United Kingdom
$418K +$418K +1,340 New
NHC
1045
Nicholas Hoffman & Company
Georgia
$418K +$9.36K +30 +2%
LFG
1046
Leverty Financial Group
Wisconsin
$417K -$18.4K -59 -4%
PI
1047
PFG Investments
New York
$416K +$54.6K +175 +15%
MCM
1048
MV Capital Management
Maryland
$415K +$2.81K +9 +0.7%
DDPIC
1049
Deroy & Devereaux Private Investment Counsel
Michigan
$415K – – –
SPC
1050
Sigma Planning Corp
Michigan
$413K -$1.54M -4,951 -79%
40 41
42
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