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Sherwin-Williams
SHW

Overview Fund Activity

1,304 hedge funds and large institutions have $54.8B invested in Sherwin-Williams in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 473 increasing their positions, 495 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,304
Holders Change
+19
Holders Change %
+1.48%
% of All Funds
22.77%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.52%
New
124
Increased
473
Reduced
495
Closed
87
Calls
$536M
Puts
$529M
Net Calls
+$7.79M
Net Calls Change
+$184M

Top Buyers

1
State Street
State Street
Massachusetts
+$201M
2
Macquarie Group
Macquarie Group
Australia
+$154M
3
WCM Investment Management
WCM Investment Management
California
+$143M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$120M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.3M

Top Sellers

1
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.86B
2
FPP
Findlay Park Partners
United Kingdom
-$517M
3
PI
Putnam Investments
Massachusetts
-$473M
4
DC
Davenport & Co
Virginia
-$307M
5
Morgan Stanley
Morgan Stanley
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
1251
Itau Unibanco Holding S.A.
Brazil
$20K +$20K +72 New
FA
1252
Financial Avengers
California
$19K – – –
CWP
1253
Concord Wealth Partners
Virginia
$19K +$559 +2 +3%
RFWA
1254
RPg Family Wealth Advisory
Massachusetts
$17.2K +$17.2K +63 New
IWP
1255
IAG Wealth Partners
Wisconsin
$17K – – –
ETC
1256
Exchange Traded Concepts
Oklahoma
$17K +$17K +62 New
EIM
1257
Essex Investment Management
Massachusetts
$16K – – –
IF
1258
Ironwood Financial
Arizona
$16K – – –
CFFP
1259
Center for Financial Planning
Michigan
$15K – – –
AL
1260
ADE LLC
Maryland
$14K – – –
FCA
1261
FinTrust Capital Advisors
South Carolina
$14K +$2.11K +8 +18%
VNA
1262
Valley National Advisers
Pennsylvania
$14K +$5.6K +20 +67%
CAL
1263
Capital Advisors Ltd
Ohio
$13K – – –
SWA
1264
SOA Wealth Advisors
New York
$13K +$7.31K +27 +129%
BFC
1265
Bedel Financial Consulting
Indiana
$12K -$5.6K -21 -32%
CHA
1266
Carmichael Hill & Associates
Maryland
$12K – – –
LWANC
1267
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K – – –
LAS
1268
Lloyd Advisory Services
Georgia
$12K +$261 +1 +2%
WWM
1269
Wolff Wiese Magana
California
$12K +$1.36K +5 +13%
MCM
1270
MV Capital Management
Maryland
$12K +$9.55K +35 +389%
WCMN
1271
Westchester Capital Management (Nebraska)
Nebraska
$12K +$12K +45 New
CWA
1272
Carolina Wealth Advisors
South Carolina
$9K – – –
FRA
1273
Front Row Advisors
California
$9K – – –
HF
1274
Halpern Financial
Virginia
$8.99K – – –
PP
1275
PrairieView Partners
Minnesota
$8K – – –
49 50
51
52 53