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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 %
ZAM
1201
Zevin Asset Management
Massachusetts
$273K -$5.62K -18 -2%
WSCM
1202
Wellington Shields Capital Management
New York
$271K – – –
MFC
1203
Mechanics Financial Corp
Ohio
$271K – – –
RCAG
1204
Rehmann Capital Advisory Group
Michigan
$269K +$14.1K +45 +6%
CWG
1205
Crown Wealth Group
North Carolina
$269K +$7.49K +24 +3%
PWG
1206
Portside Wealth Group
Utah
$269K -$2.18K -7 -0.8%
BCFD
1207
Boit C.F. David
$267K – – –
RWM
1208
Rockline Wealth Management
New York
$265K +$265K +850 New
FCP
1209
Fidelis Capital Partners
Florida
$265K +$265K +849 New
SQA
1210
Simon Quick Advisors
New Jersey
$264K +$16.5K +53 +7%
VDI
1211
Vaughan David Investments
Illinois
$264K – – –
AMCA
1212
Arthur M. Cohen & Associates
Illinois
$263K +$11.8K +38 +5%
WFA
1213
WMG Financial Advisors
Tennessee
$262K -$11.9K -38 -4%
LWM
1214
LongView Wealth Management
Georgia
$262K +$262K +880 New
ARC
1215
Advisor Resource Council
Texas
$261K +$261K +838 New
CIA
1216
Choate Investment Advisors
Massachusetts
$258K -$868K -2,784 -77%
SWM
1217
Stockman Wealth Management
Montana
$257K – – –
DWM
1218
Dakota Wealth Management
Florida
$257K +$257K +824 New
LC
1219
Lindbrook Capital
California
$257K +$122K +391 +90%
CP
1220
Covenant Partners
Tennessee
$256K -$149K -479 -37%
SB
1221
Simmons Bank
Arkansas
$256K +$256K +821 New
CRI
1222
Colonial River Investments
Virginia
$256K -$1.87K -6 -0.7%
TI
1223
Truepoint Inc
Ohio
$256K +$256K +820 New
ETIA
1224
Epic Trust Investment Advisors
Washington
$255K +$255K +818 New
LIM
1225
Letson Investment Management
Georgia
$255K +$255K +818 New
47 48
49
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