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Sherwin-Williams
SHW

Overview Fund Activity

1,392 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 489 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+40
Holders Change %
+2.96%
% of All Funds
22.19%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
508
Reduced
489
Closed
81
Calls
$387M
Puts
$188M
Net Calls
+$199M
Net Calls Change
+$157M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
DZ Bank
DZ Bank
Germany
+$450M
3
Norges Bank
Norges Bank
Norway
+$240M
4
PAM
PineStone Asset Management
Quebec, Canada
+$170M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$126M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$604M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$233M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$207M
4
Citadel Advisors
Citadel Advisors
Florida
-$204M
5
Millennium Management
Millennium Management
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1101
Encompass Wealth Advisors
Oregon
$271K – – –
CWA
1102
CM Wealth Advisors
Ohio
$271K -$574K -2,157 -68%
PWMG
1103
Prestige Wealth Management Group
New Jersey
$270K -$735K -2,881 -73%
HCM
1104
Howland Capital Management
Massachusetts
$270K -$1.53K -6 -0.6%
SAM
1105
Strategy Asset Managers
California
$270K -$13.5K -53 -5%
EWM
1106
Endowment Wealth Management
Wisconsin
$269K +$3.57K +14 +1%
UCB
1107
United Community Bank
South Carolina
$266K -$2.55K -10 -1%
AA
1108
Addison Advisors
Vermont
$265K – – –
CAL
1109
Capital Advisors Ltd
Ohio
$265K +$9.17K +36 +4%
PWMG
1110
Provence Wealth Management Group
California
$264K +$45.4K +178 +21%
AAG
1111
Armstrong Advisory Group
Massachusetts
$261K -$12K -47 -4%
FIM
1112
Freedom Investment Management
Connecticut
$261K -$56.1K -220 -18%
LIM
1113
Leavell Investment Management
Alabama
$259K – – –
BFAG
1114
Blackston Financial Advisory Group
Florida
$258K – – –
JWWM
1115
Johnson & White Wealth Management
Pennsylvania
$257K +$257K +1,008 New
ATPW
1116
Ashton Thomas Private Wealth
Arizona
$255K +$8.16K +32 +3%
FBB
1117
Fulton Breakefield Broenniman
Maryland
$255K – – –
W
1118
Wealthquest
Ohio
$255K +$2.55K +10 +1%
HC
1119
Hendley & Co
Ohio
$255K – – –
NAS
1120
Nicolet Advisory Services
Wisconsin
$254K +$254K +992 New
JWA
1121
JFS Wealth Advisors
Pennsylvania
$253K +$30.9K +121 +14%
AWM
1122
Aries Wealth Management
Maine
$253K +$45.9K +182 +22%
JCM
1123
Jacobi Capital Management
Pennsylvania
$253K +$7.39K +29 +3%
AC
1124
Avestar Capital
New York
$252K +$28.1K +110 +13%
PTC
1125
Petrus Trust Company
Texas
$251K +$24.5K +96 +11%
43 44
45
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