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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 %
SAM
1176
Smartleaf Asset Management
Massachusetts
$290K +$290K +938 New
FIM
1177
Freedom Investment Management
Connecticut
$289K -$29.9K -96 -9%
OA
1178
Oracle Alpha
Ontario, Canada
$289K +$289K +925 New
CMBA
1179
C.M. Bidwell & Associates
Hawaii
$288K +$153K +491 +113%
BCCM
1180
Bridge Creek Capital Management
Massachusetts
$287K – – –
LSA
1181
Lion Street Advisors
Texas
$287K +$1.25K +4 +0.4%
ZIM
1182
Zacks Investment Management
Illinois
$287K -$62.4K -200 -18%
WI
1183
WrapManager Inc
California
$286K -$15.6K -50 -5%
RFM
1184
Royal Fund Management
Florida
$285K -$62.4K -200 -18%
EIG
1185
Ellenbecker Investment Group
Wisconsin
$285K – – –
EFG
1186
Everhart Financial Group
Ohio
$285K +$32.1K +103 +13%
FNWA
1187
Financial Network Wealth Advisors
Utah
$284K +$284K +912 New
SC
1188
Schulhoff & Co
Ohio
$284K – – –
HAIM
1189
Hunter Associates Investment Management
Pennsylvania
$284K – – –
CA
1190
Commerzbank Aktiengesellschaft
Germany
$284K +$284K +908 New
CAG
1191
Csenge Advisory Group
Florida
$284K +$3.74K +12 +1%
DWM
1192
Defined Wealth Management
Oregon
$282K +$3.43K +11 +1%
ATI
1193
Act Two Investors
California
$282K +$282K +904 New
ESB
1194
Essex Savings Bank
Connecticut
$281K +$281K +900 New
AAG
1195
Armstrong Advisory Group
Massachusetts
$280K -$39.3K -126 -12%
TBC
1196
Ted Buchan & Co
California
$279K – – –
CAM
1197
Creekmur Asset Management
Illinois
$278K +$278K +891 New
GC
1198
Gilbert & Cook
Iowa
$278K +$278K +891 New
KOC
1199
Koss-Olinger Consulting
Florida
$276K – – –
APIM
1200
Agate Pass Investment Management
Washington
$274K -$21.5K -69 -7%
46 47
48
49 50