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Sherwin-Williams
SHW

Overview Fund Activity

1,267 hedge funds and large institutions have $51.2B invested in Sherwin-Williams in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 379 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+83
Holders Change %
+7.01%
% of All Funds
22.48%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.64%
New
164
Increased
485
Reduced
379
Closed
66
Calls
$438M
Puts
$554M
Net Calls
-$116M
Net Calls Change
-$15.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$364M
2
KBC Group
KBC Group
Belgium
+$240M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$153M
4
ESCM
Echo Street Capital Management
New York
+$112M
5
Wells Fargo
Wells Fargo
California
+$97.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
DZ Bank
DZ Bank
Germany
-$180M
3
Barclays
Barclays
United Kingdom
-$171M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$168M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
1126
North Star Investment Management
Illinois
$110K – – –
LJHT
1127
Laurie J. Hall Trustee
$110K – – –
RAM
1128
Riggs Asset Management
Pennsylvania
$98K – – –
CHC
1129
City Holding Co
West Virginia
$94K -$44.8K -183 -32%
ZB
1130
Zions Bancorporation
Utah
$93K -$732 -3 -0.8%
PCG
1131
Private Capital Group
Connecticut
$87K -$5.16K -21 -6%
PMFA
1132
Plante Moran Financial Advisors
Michigan
$85K -$398K -1,629 -82%
CCA
1133
Childress Capital Advisors
Texas
$85K +$85K +345 New
CAAS
1134
Capital Asset Advisory Services
Michigan
$85K +$85K +348 New
GWS
1135
Glassman Wealth Services
Virginia
$82K +$6.59K +27 +9%
Kayne Anderson Rudnick Investment Management
1136
Kayne Anderson Rudnick Investment Management
California
$81K +$81K +330 New
VRM
1137
Vectors Research Management
New York
$76K +$76K +309 New
LWM
1138
Liberty Wealth Management
California
$73K – – –
GLLW
1139
Graves Light Lenhart Wealth
Virginia
$73K +$73K +300 New
GRP
1140
Global Retirement Partners
California
$71K -$5.12K -21 -7%
KCM
1141
Kathmere Capital Management
Pennsylvania
$71K – – –
AssetMark Inc
1142
AssetMark Inc
California
$70K – – –
PFBT
1143
Parkside Financial Bank & Trust
Missouri
$67K +$5.96K +24 +10%
RTC
1144
Riverview Trust Company
Washington
$65K – – –
BWA
1145
BDO Wealth Advisors
Florida
$65K +$53.9K +219 +487%
LC
1146
Lindbrook Capital
California
$62K -$2.19K -9 -3%
RFA
1147
Reilly Financial Advisors
California
$61K – – –
RE
1148
RBC Europe
United Kingdom
$60.3K -$223K -912 -79%
VFA
1149
Valeo Financial Advisors
Indiana
$60K -$2.2K -9 -4%
DAM
1150
Delta Asset Management
Tennessee
$60K – – –
44 45
46
47 48