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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 %
SIA
1101
Schechter Investment Advisors
Michigan
$354K +$16.5K +53 +5%
FOA
1102
Five Oceans Advisors
California
$352K -$2.81K -9 -0.8%
JCM
1103
Jacobi Capital Management
Pennsylvania
$351K +$42.1K +135 +14%
HIC
1104
Harvey Investment Company
Kentucky
$351K – – –
EW
1105
Evoke Wealth
California
$351K -$5.31M -17,019 -94%
HCP
1106
Holt Capital Partners
Texas
$351K – – –
TIA
1107
Tiemann Investment Advisors
California
$349K -$5.61K -18 -2%
SMC
1108
Smith, Moore & Co
Missouri
$349K +$312 +1 +0.1%
LFA
1109
Legacy Financial Advisors
Kentucky
$346K +$42.4K +136 +14%
EWM
1110
Executive Wealth Management
Michigan
$346K +$624 +2 +0.2%
IA
1111
Inspire Advisors
Idaho
$346K -$61.2K -196 -15%
PCG
1112
Prosperity Consulting Group
Maryland
$346K +$346K +1,108 New
FMLI
1113
Fukoku Mutual Life Insurance
Japan
$345K – – –
ACI
1114
Alpha Cubed Investments
California
$345K +$11.9K +38 +4%
CAL
1115
Capital Advisors Ltd
Ohio
$344K +$19.6K +63 +6%
VVP
1116
Venture Visionary Partners
Ohio
$344K +$344K +1,103 New
GL
1117
Graypoint LLC
New York
$344K +$95.1K +305 +38%
FSA
1118
Franklin Street Advisors
North Carolina
$343K – – –
RWB
1119
RMR Wealth Builders
New Jersey
$343K +$4.06K +13 +1%
TRIA
1120
Trail Ridge Investment Advisors
Colorado
$342K – – –
PWMG
1121
Prestige Wealth Management Group
New Jersey
$342K +$11.5K +37 +3%
ICG
1122
InterOcean Capital Group
Tennessee
$339K +$72.4K +232 +27%
VCM
1123
Versant Capital Management
Arizona
$338K -$5.3K -17 -2%
GFG
1124
GR Financial Group
Arizona
$337K +$624 +2 +0.2%
PCP
1125
Proficio Capital Partners
Massachusetts
$337K +$3.74K +12 +1%
43 44
45
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