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Sherwin-Williams
SHW

Overview Fund Activity

1,267 hedge funds and large institutions have $51.2B invested in Sherwin-Williams in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 485 increasing their positions, 379 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+83
Holders Change %
+7.01%
% of All Funds
22.48%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.64%
New
164
Increased
485
Reduced
379
Closed
66
Calls
$438M
Puts
$554M
Net Calls
-$116M
Net Calls Change
-$15.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$364M
2
KBC Group
KBC Group
Belgium
+$240M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$153M
4
ESCM
Echo Street Capital Management
New York
+$112M
5
Wells Fargo
Wells Fargo
California
+$97.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
DZ Bank
DZ Bank
Germany
-$180M
3
Barclays
Barclays
United Kingdom
-$171M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$168M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
1226
FinTrust Capital Advisors
South Carolina
$11K – – –
CHA
1227
Carmichael Hill & Associates
Maryland
$11K – – –
BFC
1228
Bedel Financial Consulting
Indiana
$11K – – –
CIA
1229
CSat Investment Advisory
Michigan
$10K -$334K -1,401 -97%
PFO
1230
Pathstone Family Office
New Jersey
$10K +$10K +39 New
HF
1231
Halpern Financial
Virginia
$8.08K – – –
RG
1232
Retirement Group
California
$8K -$727 -3 -8%
CWA
1233
Carolina Wealth Advisors
South Carolina
$8K – – –
PCA
1234
Providence Capital Advisors
North Carolina
$8K +$4.36K +18 +120%
EIP
1235
Ellis Investment Partners
Pennsylvania
$7K -$11.7K -45 -63%
APWA
1236
Atlas Private Wealth Advisors
New Jersey
$7K – – –
TIM
1237
Tortoise Investment Management
New York
$7K – – –
FRA
1238
Front Row Advisors
California
$7K – – –
HWM
1239
HighMark Wealth Management
Minnesota
$7K – – –
COCM
1240
Charter Oak Capital Management
New Hampshire
$7K +$7K +27 New
ADIM
1241
Alpha DNA Investment Management
Maryland
$7K +$7K +30 New
AS
1242
Altshuler Shaham
Israel
$7K +$7K +30 New
NIM
1243
NuWave Investment Management
New Jersey
$6K -$770K -3,078 -99%
SSWG
1244
Seven Springs Wealth Group
Tennessee
$6K +$6K +24 New
WAS
1245
Winch Advisory Services
Wisconsin
$6K +$6K +24 New
TFGT
1246
TS Financial Group (TSFG)
Illinois
$6K +$6K +24 New
LGA
1247
Lebenthal Global Advisors
New York
$5K +$5K +24 New
BHWM
1248
Bay Harbor Wealth Management
Maryland
$4K – – –
TFM
1249
TFC Financial Management
Massachusetts
$4K – – –
PS
1250
Planned Solutions
California
$4K – – –
48 49
50
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