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Sherwin-Williams
SHW

Overview Fund Activity

1,184 hedge funds and large institutions have $48.9B invested in Sherwin-Williams in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 452 increasing their positions, 378 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,184
Holders Change
+73
Holders Change %
+6.57%
% of All Funds
23.95%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.75%
New
140
Increased
452
Reduced
378
Closed
60
Calls
$436M
Puts
$536M
Net Calls
-$100M
Net Calls Change
-$70.6M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$201M
2
Barclays
Barclays
United Kingdom
+$173M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$147M
4
Morgan Stanley
Morgan Stanley
New York
+$121M
5
WCM Investment Management
WCM Investment Management
California
+$101M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$230M
2
DZ Bank
DZ Bank
Germany
-$129M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$111M
4
VAM
Vontobel Asset Management
New York
-$104M
5
Capital World Investors
Capital World Investors
California
-$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
1151
Retirement Group
California
$8K – – –
BWM
1152
BerganKDV Wealth Management
Minnesota
$8K – – –
CWA
1153
Carolina Wealth Advisors
South Carolina
$8K – – –
ETC
1154
Exchange Traded Concepts
Oklahoma
$8K +$3.33K +15 +71%
HF
1155
Halpern Financial
Virginia
$7.66K +$7.66K +33 New
FRA
1156
Front Row Advisors
California
$7K – – –
TIM
1157
Tortoise Investment Management
New York
$7K – – –
APWA
1158
Atlas Private Wealth Advisors
New Jersey
$7K – – –
SSB
1159
Sandy Spring Bank
Maryland
$7K +$1.56K +6 +29%
HWM
1160
HighMark Wealth Management
Minnesota
$7K +$7K +30 New
SIAS
1161
Shine Investment Advisory Services
Colorado
$6K – – –
ME
1162
McIlrath & Eck
Washington
$4K – – –
WCG
1163
Weaver Consulting Group
California
$4K – – –
GAM
1164
Gemmer Asset Management
California
$4K – – –
PS
1165
Planned Solutions
California
$4K +$4K +18 New
SQA
1166
Simon Quick Advisors
New Jersey
$3K -$3K -15 -50%
LGWM
1167
Litman Gregory Wealth Management
California
$3K – – –
VNA
1168
Valley National Advisers
Pennsylvania
$3K – – –
BHWM
1169
Bay Harbor Wealth Management
Maryland
$3K – – –
RIM
1170
Rockbridge Investment Management
New York
$3K – – –
TJHA
1171
Thomas J. Herzfeld Advisors
Florida
$3K +$600 +3 +25%
UFF
1172
USA Financial Formulas
Michigan
$3K +$1.2K +6 +67%
PCA
1173
Providence Capital Advisors
North Carolina
$3K +$3K +15 New
TFM
1174
TFC Financial Management
Massachusetts
$3K +$3K +15 New
F
1175
F3Logic
Minnesota
$2.81K -$242 -1,041 -8%
45 46
47
48 49