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Sherwin-Williams
SHW

Overview Fund Activity

1,392 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 489 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+40
Holders Change %
+2.96%
% of All Funds
22.19%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
508
Reduced
489
Closed
81
Calls
$387M
Puts
$188M
Net Calls
+$199M
Net Calls Change
+$157M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$547M
2
DZ Bank
DZ Bank
Germany
+$450M
3
Norges Bank
Norges Bank
Norway
+$240M
4
PAM
PineStone Asset Management
Quebec, Canada
+$170M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$126M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$604M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$233M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$207M
4
Citadel Advisors
Citadel Advisors
Florida
-$204M
5
Millennium Management
Millennium Management
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
1201
Glassman Wealth Services
Virginia
$166K – – –
MCM
1202
Manchester Capital Management
Vermont
$161K +$765 +3 +0.5%
MIA
1203
Milestone Investment Advisors
Wisconsin
$160K +$160K +628 New
EDRH
1204
Edmond de Rothschild Holding
Switzerland
$158K -$19.9K -78 -11%
HL
1205
HeadInvest LLC
Maine
$156K +$156K +618 New
TCPG
1206
Trivant Custom Portfolio Group
California
$156K – – –
EWM
1207
Evermay Wealth Management
Virginia
$154K +$1.02K +4 +0.7%
HT
1208
Headlands Technologies
Illinois
$135K -$118K -462 -47%
POIA
1209
Pin Oak Investment Advisors
Texas
$133K – – –
AP
1210
Arlington Partners
Alabama
$127K -$67.3K -264 -35%
AT
1211
Arlington Trust
Alabama
$127K +$127K +498 New
BFP
1212
Briaud Financial Planning
Texas
$126K +$126K +495 New
FCAS
1213
First Command Advisory Services
Texas
$126K +$126K +493 New
CYG
1214
Clean Yield Group
Vermont
$116K -$1.79K -7 -2%
AI
1215
AXS Investments
New York
$116K -$56.4K -221 -33%
QC
1216
Quent Capital
New York
$115K +$17.8K +70 +18%
SC
1217
Skylands Capital
Wisconsin
$115K -$12.8K -50 -10%
TSWM
1218
Tyler-Stone Wealth Management
Ohio
$114K +$8.95K +35 +9%
SWM
1219
Sugarloaf Wealth Management
Georgia
$112K +$15.8K +62 +16%
PFBT
1220
Parkside Financial Bank & Trust
Missouri
$111K +$11.7K +46 +12%
LC
1221
Lindbrook Capital
California
$110K +$3.83K +15 +4%
CMBA
1222
C.M. Bidwell & Associates
Hawaii
$110K +$110K +433 New
LJHT
1223
Laurie J. Hall Trustee
$110K – – –
IBOK
1224
Independence Bank of Kentucky
Kentucky
$110K +$52.3K +205 +91%
SCA
1225
Stonebridge Capital Advisors
Minnesota
$109K -$8.42K -33 -7%
47 48
49
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