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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 %
MBTD
1126
Mechanics Bank - Trust Department
California
$337K – – –
MGIA
1127
Moneta Group Investment Advisors
Missouri
$336K +$62.1K +199 +23%
AT
1128
Arden Trust
Delaware
$333K -$30.3K -97 -8%
EWA
1129
Encompass Wealth Advisors
Oregon
$332K – – –
ACM
1130
Accent Capital Management
Ohio
$331K +$331K +1,060 New
HCM
1131
Howland Capital Management
Massachusetts
$330K – – –
SAM
1132
Strategy Asset Managers
California
$330K -$312 -1 -0.1%
HR
1133
Howe & Rusling
New York
$329K -$4.37K -14 -1%
XT
1134
XTX Topco
Cayman Islands
$329K -$471K -1,510 -59%
EML
1135
Eos Management LP
New York
$328K +$328K +1,052 New
BJL
1136
Brighton Jones LLC
Washington
$328K +$24.9K +80 +8%
BTI
1137
Blue Trust Inc
Georgia
$328K +$20.9K +82 +7%
LCWP
1138
Legacy Capital Wealth Partners
Arkansas
$328K +$24.3K +78 +8%
FIA
1139
Foundations Investment Advisors
Arizona
$328K +$51.9K +168 +19%
EWM
1140
Endowment Wealth Management
Wisconsin
$327K -$2.18K -7 -0.7%
PPWP
1141
Premier Path Wealth Partners
New Jersey
$325K +$325K +1,103 New
UCB
1142
United Community Bank
South Carolina
$325K – – –
AA
1143
Addison Advisors
Vermont
$324K – – –
CT
1144
Colonial Trust
South Carolina
$321K +$211K +676 +192%
ATPW
1145
Ashton Thomas Private Wealth
Arizona
$319K +$7.17K +23 +2%
WAG
1146
Wallace Advisory Group
California
$319K -$28.8K -113 -8%
C
1147
Certuity
Florida
$319K +$44.9K +144 +16%
PCIG
1148
Partners Capital Investment Group
Massachusetts
$318K -$55.8K -179 -15%
LIM
1149
Leavell Investment Management
Alabama
$317K – – –
JWWM
1150
Johnson & White Wealth Management
Pennsylvania
$316K +$1.56K +5 +0.5%
44 45
46
47 48