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Sherwin-Williams
SHW

Overview Fund Activity

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$590M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$268M
3
BlackRock
BlackRock
New York
+$249M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$234M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$223M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$330M
3
SGA
Sustainable Growth Advisers
Connecticut
-$326M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
5
DZ Bank
DZ Bank
Germany
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
1226
Crown Wealth Group
North Carolina
$269K +$6.57K +22 +2%
FBT
1227
First Bankers Trust
Kentucky
$269K -$196K -658 -42%
BCFD
1228
Boit C.F. David
$269K – – –
AAG
1229
Armstrong Advisory Group
Massachusetts
$268K – – –
LAM
1230
L2 Asset Management
Massachusetts
$268K +$22.1K +74 +9%
TBC
1231
Ted Buchan & Co
California
$267K – – –
IA
1232
Inspire Advisors
Idaho
$266K -$54.6K -183 -17%
SWG
1233
Summit Wealth Group
Vermont
$265K +$265K +887 New
MIC
1234
Means Investment Company
Maine
$264K +$30.4K +102 +13%
NCFG
1235
New Century Financial Group
New Jersey
$264K +$38.5K +129 +17%
KWM
1236
Kingsview Wealth Management
Oregon
$263K -$23K -77 -8%
AIA
1237
Alera Investment Advisors
Illinois
$263K +$263K +880 New
APIM
1238
Agate Pass Investment Management
Washington
$262K – – –
UFF
1239
USA Financial Formulas
Michigan
$262K -$30.1K -101 -10%
NCTC
1240
New Covenant Trust Company
Indiana
$261K -$7.4K -23 -3%
WA
1241
Waterford Advisors
New York
$261K -$35.8K -120 -12%
WSCM
1242
Wellington Shields Capital Management
New York
$260K – – –
MFC
1243
Mechanics Financial Corp
Ohio
$260K – – –
JSW
1244
Journey Strategic Wealth
New Jersey
$258K +$258K +865 New
CWG
1245
Cornerstone Wealth Group
North Carolina
$257K +$257K +862 New
FA
1246
Fiducient Advisors
Illinois
$257K +$597 +2 +0.2%
LWM
1247
LongView Wealth Management
Georgia
$257K – – –
ETIA
1248
Epic Trust Investment Advisors
Washington
$257K +$12.2K +41 +5%
ICP
1249
Interchange Capital Partners
Pennsylvania
$256K +$256K +857 New
LC
1250
Lindbrook Capital
California
$255K +$597 +2 +0.2%
48 49
50
51 52