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Sherwin-Williams
SHW

Overview Fund Activity

1,285 hedge funds and large institutions have $49B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 556 increasing their positions, 397 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,285
Holders Change
+18
Holders Change %
+1.42%
% of All Funds
22.63%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
556
Reduced
397
Closed
90
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$570M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$310M
3
Northern Trust
Northern Trust
Illinois
+$199M
4
FPP
Findlay Park Partners
United Kingdom
+$165M
5
BlackRock
BlackRock
New York
+$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$511M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
4
Capital International Investors
Capital International Investors
California
-$142M
5
MG
Meritage Group
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
1151
Lumature Wealth Partners
Georgia
$80K +$80K +327 New
NR
1152
Newfound Research
Massachusetts
$78K +$18.4K +75 +31%
VRM
1153
Vectors Research Management
New York
$76K – – –
GLLW
1154
Graves Light Lenhart Wealth
Virginia
$74K – – –
PCM
1155
Pinz Capital Management
New York
$74K +$74K +300 New
CAC
1156
Certified Advisory Corp
Florida
$74K +$74K +300 New
AIC
1157
Archer Investment Corporation
Indiana
$73.8K +$73.8K +300 New
LWM
1158
Liberty Wealth Management
California
$73K – – –
AssetMark Inc
1159
AssetMark Inc
California
$70K +$46.7K +570 +200%
GRP
1160
Global Retirement Partners
California
$68K -$3.7K -15 -5%
PFBT
1161
Parkside Financial Bank & Trust
Missouri
$68K +$2.19K +9 +3%
LC
1162
Lindbrook Capital
California
$68K +$5.17K +21 +8%
RTC
1163
Riverview Trust Company
Washington
$66K – – –
RFA
1164
Reilly Financial Advisors
California
$62K – – –
PCG
1165
Private Capital Group
Connecticut
$61K -$25.7K -105 -30%
GWS
1166
Glassman Wealth Services
Virginia
$61K -$21.3K -87 -26%
DAM
1167
Delta Asset Management
Tennessee
$61K – – –
RE
1168
RBC Europe
United Kingdom
$60.5K – – –
EWA
1169
Evolution Wealth Advisors
Florida
$58K +$25.3K +102 +77%
CMA
1170
Cedar Mountain Advisors
Oregon
$58K +$38.7K +156 +200%
SFO
1171
Standard Family Office
South Dakota
$58K +$55.1K +225 +1,875%
PB
1172
Pinnacle Bancorp
Nebraska
$57K +$25.2K +102 +79%
NSB
1173
Norway Savings Bank
Maine
$55K – – –
BWP
1174
Baldwin Wealth Partners
Massachusetts
$55K – – –
HCM
1175
Highlander Capital Management
New Jersey
$55K +$18.3K +75 +50%
45 46
47
48 49