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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 %
BL
1226
Balentine LLC
Georgia
$255K +$255K +817 New
AFT
1227
Alpha Family Trust
California
$251K – – –
CJ
1228
Caitlin John
Michigan
$250K +$250K +803 New
JJBC
1229
James J. Burns & Company
New York
$250K – – –
TNB
1230
Thomasville National Bank
Georgia
$250K -$125K -400 -33%
CB
1231
Cadence Bank
Mississippi
$249K -$14K -45 -5%
GIA
1232
Gateway Investment Advisers
Ohio
$247K -$20.3K -65 -8%
FZCM
1233
Flynn Zito Capital Management
New York
$246K – – –
JWBC
1234
J.W. Burns & Co
New York
$246K – – –
T
1235
TOBAM
France
$246K -$134K -428 -35%
SMA
1236
Sage Mountain Advisors
Georgia
$245K -$312 -1 -0.1%
FHC
1237
First Heartland Consultants
Missouri
$245K -$13.7K -44 -5%
MIA
1238
MainStreet Investment Advisors
Illinois
$245K -$439K -1,407 -64%
AUB
1239
Atlantic Union Bankshares
Virginia
$243K +$243K +779 New
DLA
1240
Douglas Lane & Associates
New York
$242K +$242K +777 New
SOS
1241
Silver Oak Securities
Tennessee
$241K +$141K +451 +140%
AC
1242
Armistice Capital
New York
$240K +$240K +771 New
THWM
1243
Taylor Hoffman Wealth Management
Virginia
$240K +$240K +771 New
CD
1244
Chapin Davis
Maryland
$240K +$240K +770 New
LAM
1245
L2 Asset Management
Massachusetts
$238K +$238K +764 New
CCA
1246
Childress Capital Advisors
Texas
$236K -$53.3K -171 -18%
JWCA
1247
J.W. Cole Advisors
Florida
$235K +$235K +754 New
TFGT
1248
TS Financial Group (TSFG)
Illinois
$235K +$10.6K +34 +5%
OWA
1249
Opal Wealth Advisors
New York
$235K +$235K +753 New
WFI
1250
West Family Investments
California
$235K +$235K +752 New
48 49
50
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