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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 %
VBCG
1051
Valley Brook Capital Group
Pennsylvania
$410K – – –
MIM
1052
Morningstar Investment Management
Illinois
$410K -$7.49K -24 -2%
ICM
1053
IMS Capital Management
Oregon
$406K – – –
PBO
1054
Peoples Bank (Ohio)
Ohio
$406K -$16.2K -52 -4%
YIA
1055
YHB Investment Advisors
Connecticut
$405K +$36.5K +117 +10%
TPI
1056
Trust Point Inc
Wisconsin
$403K +$403K +1,291 New
FWP
1057
FAS Wealth Partners
Kansas
$401K -$46.2K -148 -10%
WTFG
1058
Wells Trecaso Financial Group
Ohio
$400K +$14.3K +46 +4%
PWMG
1059
Provence Wealth Management Group
California
$399K +$75.8K +243 +23%
MWM
1060
Modera Wealth Management
New Jersey
$399K -$26.5K -85 -6%
UFF
1061
USA Financial Formulas
Michigan
$399K +$397K +1,272 +18,171%
BM
1062
Belfer Management
New York
$396K – – –
IB
1063
Intrust Bank
Kansas
$396K -$21.8K -70 -5%
GDP
1064
Great Diamond Partners
Maine
$395K -$32.1K -103 -8%
GSEP
1065
Golden State Equity Partners
California
$394K – – –
WB
1066
WesBanco Bank
West Virginia
$392K -$173K -555 -31%
GRP
1067
Global Retirement Partners
California
$392K -$12.9K -43 -3%
MLA
1068
My Legacy Advisors
Oregon
$391K +$89.2K +300 +30%
Wolverine Trading
1069
Wolverine Trading
Illinois
$389K +$389K +1,247 New
SIM
1070
Sentry Investment Management
Wisconsin
$387K -$41.5K -133 -10%
TFA
1071
Transamerica Financial Advisors
Florida
$387K +$346K +1,108 +852%
BFA
1072
Beacon Financial Advisory
Ohio
$384K +$312 +1 +0.1%
Focus Partners Wealth
1073
Focus Partners Wealth
Massachusetts
$384K +$384K +1,230 New
RWS
1074
Resolute Wealth Strategies
Mississippi
$383K -$22.8K -73 -6%
CCA
1075
Covey Capital Advisors
Georgia
$382K – – –
41 42
43
44 45