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Sherwin-Williams
SHW

Overview Fund Activity

1,285 hedge funds and large institutions have $49B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 556 increasing their positions, 397 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,285
Holders Change
+18
Holders Change %
+1.42%
% of All Funds
22.63%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
556
Reduced
397
Closed
90
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$570M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$310M
3
Northern Trust
Northern Trust
Illinois
+$199M
4
FPP
Findlay Park Partners
United Kingdom
+$165M
5
BlackRock
BlackRock
New York
+$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$511M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
4
Capital International Investors
Capital International Investors
California
-$142M
5
MG
Meritage Group
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
1076
9258 Wealth Management
Ohio
$232K -$164K -669 -41%
PCA
1077
Peddock Capital Advisors
Massachusetts
$232K – – –
WAG
1078
Winthrop Advisory Group
Massachusetts
$231K +$231K +1,254 New
CAG
1079
Csenge Advisory Group
Florida
$231K +$231K +2,715 New
HPWM
1080
Highland Private Wealth Management
Washington
$230K -$740 -3 -0.3%
TCOV
1081
Trust Company of Vermont
Vermont
$230K +$3.03K +12 +1%
FNBOO
1082
First National Bank of Omaha
Nebraska
$227K – – –
MAG
1083
MRA Advisory Group
New Jersey
$227K – – –
SCM
1084
Stevens Capital Management
Pennsylvania
$227K +$227K +921 New
YIA
1085
YHB Investment Advisors
Connecticut
$227K +$227K +2,556 New
W
1086
WealthStone
Ohio
$226K +$25.8K +105 +13%
PWM
1087
Perigon Wealth Management
California
$226K +$76.1K +309 +51%
KF
1088
Krilogy Financial
Missouri
$225K -$627K -2,550 -74%
WMA
1089
Wealth Management Associates
New Jersey
$224K -$67.9K -276 -23%
CAM
1090
CenterStar Asset Management
Illinois
$224K -$111K – –
SFA
1091
Stewardship Financial Advisors
Georgia
$223K +$223K +906 New
EIG
1092
Ellenbecker Investment Group
Wisconsin
$222K -$73.8K -300 -25%
AIM
1093
Aspen Investment Management
Michigan
$221K – – –
PIM
1094
Perpetual Investment Management
Australia
$221K – – –
JCM
1095
Janney Capital Management
Pennsylvania
$221K +$147K +1,800 +200%
RMC
1096
Resources Management Corp
Connecticut
$220K – – –
WP
1097
WealthPLAN Partners
Nebraska
$219K +$110K +1,167 +102%
VV
1098
Verity & Verity
South Carolina
$216K +$216K +2,412 New
OCM
1099
One Capital Management
California
$214K – – –
BBHC
1100
Brown Brothers Harriman & Co
New York
$208K +$205K +834,516 +6,584%
42 43
44
45 46