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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 %
NERM
1076
New England Research & Management
Illinois
$382K – – –
RMCM
1077
Reynders McVeigh Capital Management
Massachusetts
$379K -$20.3K -65 -5%
PFP
1078
Paragon Financial Partners
California
$377K – – –
VFA
1079
Values First Advisors
Tennessee
$376K -$1.87K -6 -0.5%
AA
1080
Alesco Advisors
New York
$374K – – –
HHAA
1081
Henry H. Armstrong Associates
Pennsylvania
$374K – – –
MFG
1082
Midwest Financial Group
Kansas
$374K -$418K -1,340 -53%
CAS
1083
Coppell Advisory Solutions
Texas
$374K +$360K +1,154 +2,564%
ACM
1084
Armbruster Capital Management
New York
$372K – – –
PWMAG
1085
Pinnacle Wealth Management Advisory Group
New Jersey
$372K +$98.6K +316 +36%
EWA
1086
EverSource Wealth Advisors
Alabama
$371K +$120K +385 +48%
DFG
1087
Delta Financial Group
New Jersey
$369K – – –
EWM
1088
EPG Wealth Management
Georgia
$365K -$99.2K -323 -21%
NS
1089
NBC Securities
Alabama
$364K +$4.99K +16 +1%
AA
1090
ALPS Advisors
Colorado
$363K -$20.3K -65 -5%
MWM
1091
Meridian Wealth Management
Kentucky
$363K +$4.37K +14 +1%
RP
1092
Rowlandmiller & Partners
Georgia
$361K – – –
WA
1093
Wambolt & Associates
Colorado
$361K -$5.3K -17 -1%
WC
1094
Waterloo Capital
Texas
$360K +$360K +1,154 New
FPAS
1095
Focus Partners Advisor Solutions
Missouri
$359K +$22.2K +71 +7%
JGUA
1096
John G. Ullman & Associates
New York
$359K – – –
AWA
1097
Aaron Wealth Advisors
Illinois
$358K +$6.86K +22 +2%
AC
1098
Avestar Capital
New York
$356K +$48K +154 +16%
FTWA
1099
Fifth Third Wealth Advisors
Ohio
$355K -$50.2K -161 -12%
HBT
1100
Hills Bank & Trust
Iowa
$355K +$20.3K +65 +6%
42 43
44
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