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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 %
AIM
1251
Aspen Investment Management
Michigan
$234K -$15.6K -50 -6%
BCM
1252
Becker Capital Management
Oregon
$234K -$18.1K -58 -7%
PHWM
1253
Pine Harbor Wealth Management
Maryland
$231K +$231K +742 New
Parallax Volatility Advisers
1254
Parallax Volatility Advisers
California
$231K -$526K -1,685 -69%
ASG
1255
Ariston Services Group
California
$230K +$230K +738 New
SIC
1256
SJS Investment Consulting
Ohio
$227K -$624 -2 -0.3%
BB
1257
Burford Brothers
Texas
$226K +$226K +725 New
VCA
1258
Verdence Capital Advisors
Maryland
$226K +$226K +723 New
BIM
1259
Baldwin Investment Management
Pennsylvania
$224K +$224K +717 New
MA
1260
MONECO Advisors
Connecticut
$221K +$221K +708 New
JC
1261
Jacobs & Co
California
$219K +$219K +705 New
AC
1262
Allstate Corporation
Illinois
$219K -$124K -396 -36%
PVI
1263
Pine Valley Investments
New Jersey
$219K +$219K +701 New
AA
1264
Alta Advisers
United Kingdom
$218K – – –
LJAC
1265
L.J. Altfest & Co
New York
$218K +$218K +698 New
CNB
1266
Camden National Bank
Maine
$218K +$218K +698 New
GI
1267
Gradient Investments
Minnesota
$217K +$195K +625 +868%
ECM
1268
Evergreen Capital Management
Washington
$216K +$216K +693 New
GWS
1269
Glassman Wealth Services
Virginia
$216K +$13.4K +43 +7%
AFC
1270
AFT Forsyth & Company
Florida
$215K +$215K +690 New
ST
1271
Sabal Trust
Florida
$215K +$215K +689 New
CNBT
1272
Canandaigua National Bank & Trust
New York
$215K -$807K -2,587 -79%
NCFG
1273
New Century Financial Group
New Jersey
$215K +$215K +688 New
AI
1274
Auour Investments
Massachusetts
$214K +$214K +702 New
CFP
1275
Catalyst Financial Partners
Massachusetts
$213K +$213K +684 New
49 50
51
52 53