SHW icon

Sherwin-Williams
SHW

Overview Fund Activity

1,285 hedge funds and large institutions have $49B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 556 increasing their positions, 397 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,285
Holders Change
+18
Holders Change %
+1.42%
% of All Funds
22.63%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
556
Reduced
397
Closed
90
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$570M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$310M
3
Northern Trust
Northern Trust
Illinois
+$199M
4
FPP
Findlay Park Partners
United Kingdom
+$165M
5
BlackRock
BlackRock
New York
+$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$511M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
4
Capital International Investors
Capital International Investors
California
-$142M
5
MG
Meritage Group
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1226
Sound Income Strategies
Florida
$18.5K – – –
M
1227
MOTCO
Texas
$18K -$6K -24 -25%
WLPWM
1228
Walled Lake Planning & Wealth Management
Illinois
$18K – – –
PCH
1229
PGIM Custom Harvest
New Jersey
$17K – – –
AWA
1230
Arkadios Wealth Advisors
Georgia
$17K – – –
FA
1231
Financial Avengers
California
$17K – – –
BFC
1232
Bedel Financial Consulting
Indiana
$16K +$5.09K +21 +47%
MWP
1233
Meridian Wealth Partners
Pennsylvania
$16K +$16K +63 New
CWP
1234
Concord Wealth Partners
Virginia
$16K +$16K +66 New
EIM
1235
Essex Investment Management
Massachusetts
$15K – – –
IWP
1236
IAG Wealth Partners
Wisconsin
$15K – – –
CIA
1237
CSat Investment Advisory
Michigan
$15K +$4.5K +18 +43%
IF
1238
Ironwood Financial
Arizona
$14K – – –
CFFP
1239
Center for Financial Planning
Michigan
$13K – – –
AL
1240
ADE LLC
Maryland
$13K – – –
CAL
1241
Capital Advisors Ltd
Ohio
$12K – – –
HC
1242
Hoese & Co
Minnesota
$12K +$12K +48 New
FCA
1243
FinTrust Capital Advisors
South Carolina
$11K – – –
CHA
1244
Carmichael Hill & Associates
Maryland
$11K – – –
LAS
1245
Lloyd Advisory Services
Georgia
$11K – – –
LWANC
1246
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$11K +45 New
LWA
1247
Lenox Wealth Advisors
New York
$10K -$16.2K -63 -62%
WWM
1248
Wolff Wiese Magana
California
$10K -$11.5K -45 -54%
RG
1249
Retirement Group
California
$9K +$750 +3 +9%
HF
1250
Halpern Financial
Virginia
$8.12K – – –
48 49
50
51 52