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Sherwin-Williams
SHW

Overview Fund Activity

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$590M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$268M
3
BlackRock
BlackRock
New York
+$249M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$234M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$223M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$330M
3
SGA
Sustainable Growth Advisers
Connecticut
-$326M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
5
DZ Bank
DZ Bank
Germany
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
1176
PFG Investments
New York
$309K -$1.03M -3,455 -77%
CT
1177
Colonial Trust
South Carolina
$308K +$1.19K +4 +0.4%
BFAG
1178
Blackston Financial Advisory Group
Florida
$304K +$2.98K +10 +1%
VCM
1179
Versant Capital Management
Arizona
$303K +$26.6K +89 +10%
DCM
1180
Donaldson Capital Management
Indiana
$302K -$36.4K -122 -11%
ACI
1181
Alpha Cubed Investments
California
$301K -$62.7K -210 -17%
JCM
1182
Jacobi Capital Management
Pennsylvania
$300K +$13.4K +45 +5%
UCB
1183
United Community Bank
South Carolina
$300K -$5.97K -20 -2%
PGWM
1184
Pitti Group Wealth Management
New York
$300K +$16.2K +52 +6%
EWM
1185
Endowment Wealth Management
Wisconsin
$299K +$895 +3 +0.3%
HC
1186
Hendley & Co
Ohio
$298K – – –
W
1187
Wealthquest
Ohio
$297K – – –
CAG
1188
Csenge Advisory Group
Florida
$297K +$22.7K +76 +8%
AMCA
1189
Arthur M. Cohen & Associates
Illinois
$296K +$43.2K +145 +17%
SAM
1190
Strategy Asset Managers
California
$295K +$12.5K +47 +4%
SMA
1191
Sage Mountain Advisors
Georgia
$293K -$88.9K -298 -23%
NGA
1192
Naples Global Advisors
Florida
$292K – – –
FBB
1193
Fulton Breakefield Broenniman
Maryland
$291K – – –
EFS
1194
Essex Financial Services
Connecticut
$291K -$686K -2,001 -70%
AT
1195
Arden Trust
Delaware
$290K -$4.78K -16 -2%
UHC
1196
Union Heritage Capital
Michigan
$290K – – –
CFD
1197
Creative Financial Designs
Indiana
$290K +$151K +507 +109%
QWP
1198
Quotient Wealth Partners
Texas
$289K +$289K +968 New
PPWP
1199
Premier Path Wealth Partners
New Jersey
$289K -$7.17K -24 -2%
JWA
1200
JFS Wealth Advisors
Pennsylvania
$287K -$10.7K -36 -4%
46 47
48
49 50