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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 %
BTWM
1151
Baker Tilly Wealth Management
Wisconsin
$316K -$16.5K -53 -5%
BFAG
1152
Blackston Financial Advisory Group
Florida
$315K – – –
HC
1153
Hendley & Co
Ohio
$312K – – –
W
1154
Wealthquest
Ohio
$312K – – –
FBB
1155
Fulton Breakefield Broenniman
Maryland
$312K – – –
VWM
1156
Valley Wealth Managers
New Jersey
$311K +$8.73K +28 +3%
WA
1157
Waterford Advisors
New York
$310K +$29K +93 +10%
BWP
1158
BSW Wealth Partners
Colorado
$308K -$72.7K -233 -19%
NGA
1159
Naples Global Advisors
Florida
$305K -$73.9K -237 -20%
AT
1160
Arvest Trust
Oklahoma
$305K +$305K +977 New
PTC
1161
Petrus Trust Company
Texas
$303K -$3.74K -12 -1%
OIS
1162
Okabena Investment Services
Minnesota
$303K +$303K +972 New
KWM
1163
Kingsview Wealth Management
Oregon
$303K +$9.36K +30 +3%
JWA
1164
JFS Wealth Advisors
Pennsylvania
$303K -$7.17K -23 -2%
AG
1165
Ascent Group
Virginia
$302K +$302K +974 New
PGWM
1166
Pitti Group Wealth Management
New York
$300K -$85.1K -273 -22%
NAS
1167
Nicolet Advisory Services
Wisconsin
$295K +$1.19K +4 +0.4%
PCA
1168
Peddock Capital Advisors
Massachusetts
$295K – – –
FMTC
1169
Farmers & Merchants Trust Company
California
$293K – – –
SGI
1170
Summit Global Investments
Utah
$293K +$293K +938 New
FG
1171
Fiduciary Group
Georgia
$292K – – –
AWM
1172
Aries Wealth Management
Maine
$291K -$21.8K -70 -7%
HWA
1173
HCR Wealth Advisors
California
$291K +$38.1K +122 +15%
ET
1174
Entropy Technologies
New York
$290K +$290K +931 New
AC
1175
Asio Capital
Kentucky
$290K +$290K +931 New
45 46
47
48 49