SHW icon

Sherwin-Williams
SHW

Overview Fund Activity

1,432 hedge funds and large institutions have $70.1B invested in Sherwin-Williams in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
+128
Holders Change %
+9.82%
% of All Funds
22.12%
Holding in Top 10
56
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+93.1%
% of All Funds
0.86%
New
238
Increased
484
Reduced
470
Closed
87
Calls
$606M
Puts
$729M
Net Calls
-$123M
Net Calls Change
-$56.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$586M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
3
Brown Advisory
Brown Advisory
Maryland
+$225M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$203M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$457M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$253M
3
Wells Fargo
Wells Fargo
California
-$253M
4
BlackRock
BlackRock
New York
-$184M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1226
Allen Investment Management
New York
$221K +$221K +627 New
AT
1227
Arvest Trust
Oklahoma
$221K +$221K +628 New
MWA
1228
Meridian Wealth Advisors
Texas
$220K +$220K +624 New
MCM
1229
Monarch Capital Management
Indiana
$220K +$220K +626 New
HWA
1230
HCR Wealth Advisors
California
$218K +$218K +618 New
HC
1231
Hendley & Co
Ohio
$217K +$217K +615 New
UFA
1232
US Financial Advisors
Massachusetts
$217K +$217K +615 New
LBC
1233
Lowe Brockenbrough & Co
Virginia
$214K +$214K +608 New
EGM
1234
Engineers Gate Manager
New York
$213K -$390K -1,106 -65%
EWM
1235
Evermay Wealth Management
Virginia
$211K – – –
TDC
1236
Thompson Davis & Co
Virginia
$211K +$211K +600 New
WC
1237
Whitney & Co
New York
$211K +$211K +600 New
SB
1238
Simmons Bank
Arkansas
$211K +$211K +600 New
FA
1239
Financial Advisors
Massachusetts
$211K +$211K +600 New
WP
1240
WealthSource Partners
California
$210K -$84.1K -239 -29%
UWM
1241
USAdvisors Wealth Management
Minnesota
$207K +$207K +589 New
GRQ
1242
Gardner Russo & Quinn
Pennsylvania
$206K +$206K +585 New
Kovitz Investment Group Partners
1243
Kovitz Investment Group Partners
Illinois
$205K -$406K -552 -66%
MAM
1244
Magellan Asset Management
Australia
$205K -$26.4K -75 -11%
MAM
1245
Martingale Asset Management
Massachusetts
$203K -$6.42M -18,145 -97%
VAFP
1246
Vahanian & Associates Financial Planning
New York
$202K +$202K +574 New
PCS
1247
Personal CFO Solutions
New Jersey
$202K +$202K +575 New
EWA
1248
Encompass Wealth Advisors
Oregon
$202K +$202K +575 New
Koshinski Asset Management
1249
Koshinski Asset Management
Illinois
$197K +$3.17K +9 +2%
SOW
1250
State of Wyoming
Wyoming
$191K -$116K -330 -38%
48 49
50
51 52