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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 %
MFG
1101
Menard Financial Group
Texas
$208K +$208K +846 New
FAIM
1102
Financial Advocates Investment Management
Washington
$208K +$208K +1,137 New
HR
1103
Howe & Rusling
New York
$207K – – –
LS
1104
Leelyn Smith
Illinois
$207K +$63K +375 +44%
Kovitz Investment Group Partners
1105
Kovitz Investment Group Partners
Illinois
$206K – – –
C
1106
Certuity
Florida
$204K -$14.5K -63 -7%
BTWM
1107
Baker Tilly Wealth Management
Wisconsin
$204K -$739 -3 -0.4%
MA
1108
MJP Associates
Connecticut
$204K +$204K +828 New
DCM
1109
Donaldson Capital Management
Indiana
$203K -$129K -525 -39%
SB
1110
Sunflower Bank
Texas
$203K – – –
SWM
1111
Stockman Wealth Management
Montana
$203K – – –
T
1112
TOBAM
France
$197K – – –
WT
1113
Washington Trust
Rhode Island
$186K -$5.17K -21 -3%
MA
1114
MUFG Americas
New York
$185K -$8.85K -36 -5%
HWA
1115
HHM Wealth Advisors
Tennessee
$185K – – –
O
1116
Ossiam
France
$184K +$184K +747 New
FMT
1117
First Mercantile Trust
Tennessee
$176K -$40.7K -165 -19%
MAM
1118
Magellan Asset Management
Australia
$176K – – –
CA
1119
Crewe Advisors
Utah
$174K -$10.3K -42 -6%
SAS
1120
Stelac Advisory Services
New York
$171K -$20.6K -84 -11%
M
1121
Mirova
France
$165K +$31.2K +381 +23%
AWM
1122
Atticus Wealth Management
Florida
$154K +$1.48K +6 +1%
JCM
1123
Jacobi Capital Management
Pennsylvania
$152K +$39.1K +159 +35%
LWP
1124
Laurel Wealth Planning
Minnesota
$151K – – –
MPWT
1125
MassMutual Private Wealth & Trust
Connecticut
$147K +$13.3K +54 +10%
43 44
45
46 47