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Sherwin-Williams
SHW

Overview Fund Activity

1,184 hedge funds and large institutions have $48.9B invested in Sherwin-Williams in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 452 increasing their positions, 378 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+73
Holders Change %
+6.57%
% of All Funds
23.95%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.75%
New
140
Increased
452
Reduced
378
Closed
60
Calls
$436M
Puts
$536M
Net Calls
-$100M
Net Calls Change
-$70.6M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$201M
2
Barclays
Barclays
United Kingdom
+$173M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$147M
4
Morgan Stanley
Morgan Stanley
New York
+$121M
5
WCM Investment Management
WCM Investment Management
California
+$101M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$230M
2
DZ Bank
DZ Bank
Germany
-$129M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$111M
4
VAM
Vontobel Asset Management
New York
-$104M
5
Capital World Investors
Capital World Investors
California
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1076
Allworth Financial
California
$64K – – –
RTC
1077
Riverview Trust Company
Washington
$62K – – –
LC
1078
Lindbrook Capital
California
$61K +$5.55K +24 +10%
VFA
1079
Valeo Financial Advisors
Indiana
$59K -$23.6K -102 -29%
RFA
1080
Reilly Financial Advisors
California
$58K -$5.59K -24 -9%
DAM
1081
Delta Asset Management
Tennessee
$57K – – –
PFBT
1082
Parkside Financial Bank & Trust
Missouri
$57K – – –
BWP
1083
Baldwin Wealth Partners
Massachusetts
$52K – – –
OC
1084
Oakworth Capital
Alabama
$49K – – –
AWA
1085
Arkadios Wealth Advisors
Georgia
$42.5K +$697 +3 +2%
HWM
1086
Holloway Wealth Management
Florida
$42K – – –
JFA
1087
JNBA Financial Advisors
Minnesota
$42K – – –
AL
1088
AJO LP
Pennsylvania
$41K +$41K +180 New
MA
1089
MCF Advisors
Kentucky
$40K +$5.52K +24 +16%
EWA
1090
Evolution Wealth Advisors
Florida
$40K +$28.1K +120 +235%
HWA
1091
Heritage Wealth Advisors
Virginia
$39K – – –
JWA
1092
JFS Wealth Advisors
Pennsylvania
$38K – – –
GI
1093
Gradient Investments
Minnesota
$36K -$67.1K -285 -65%
PO
1094
Private Ocean
California
$36K +$36K +153 New
CWC
1095
Carolinas Wealth Consulting
North Carolina
$36K +$36K +153 New
MF
1096
Manchester Financial
California
$35K – – –
HCM
1097
Highlander Capital Management
New Jersey
$35K – – –
FMB
1098
Field & Main Bank
Kentucky
$35K – – –
KIG
1099
Kessler Investment Group
Indiana
$35K +$14K +60 +67%
JFGIW
1100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K +$35K +150 New
42 43
44
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