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Sherwin-Williams
SHW

Overview Fund Activity

1,658 hedge funds and large institutions have $68.9B invested in Sherwin-Williams in 2024 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 581 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+28
Holders Change %
+1.72%
% of All Funds
22.07%
Holding in Top 10
32
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-30.43%
% of All Funds
0.43%
New
205
Increased
602
Reduced
581
Closed
149
Calls
$386M
Puts
$299M
Net Calls
+$86.6M
Net Calls Change
+$68M

Top Buyers

1
State Street
State Street
Massachusetts
+$2.05B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$327M
3
UBS Group
UBS Group
Switzerland
+$273M
4
Barclays
Barclays
United Kingdom
+$207M
5
Northern Trust
Northern Trust
Illinois
+$202M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$277M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$265M
3
IAIM
International Assets Investment Management
Florida
-$241M
4
Ameriprise
Ameriprise
Minnesota
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPI
1251
Trust Point Inc
Wisconsin
$315K +$8.16K +24 +3%
TCBWMS
1252
Texas Capital Bank Wealth Management Services
Texas
$315K +$4.42K +13 +1%
AC
1253
Asio Capital
Kentucky
$315K – – –
NGA
1254
Naples Global Advisors
Florida
$314K -$18K -53 -5%
LC
1255
Lindbrook Capital
California
$314K +$6.8K +20 +2%
SIM
1256
Sentry Investment Management
Wisconsin
$314K -$72.7K -214 -19%
OIS
1257
Okabena Investment Services
Minnesota
$313K – – –
ABTD
1258
Arvest Bank Trust Division
Oklahoma
$312K – – –
PCA
1259
Peddock Capital Advisors
Massachusetts
$311K – – –
BCCM
1260
Bridge Creek Capital Management
Massachusetts
$311K – – –
AAG
1261
Armstrong Advisory Group
Massachusetts
$310K +$4.42K +13 +1%
HAIM
1262
Hunter Associates Investment Management
Pennsylvania
$309K – – –
LSA
1263
Lion Street Advisors
Texas
$308K -$8.15K -24 -3%
PCP
1264
Panoramic Capital Partners
Oregon
$308K +$308K +907 New
ALA
1265
Atlas Legacy Advisors
California
$307K +$307K +904 New
CAM
1266
Creekmur Asset Management
Illinois
$307K – – –
BCFD
1267
Boit C.F. David
$306K – – –
SAM
1268
Secure Asset Management
Michigan
$306K +$306K +900 New
HCM
1269
Howland Capital Management
Massachusetts
$306K +$8.16K +24 +3%
LAM
1270
L2 Asset Management
Massachusetts
$306K -$10.2K -30 -3%
CWG
1271
Crown Wealth Group
North Carolina
$306K +$2.38K +7 +0.8%
JIC
1272
Joel Isaacson & Co
New York
$305K +$305K +897 New
MLA
1273
My Legacy Advisors
Oregon
$305K – – –
TBC
1274
Ted Buchan & Co
California
$304K – – –
ESB
1275
Essex Savings Bank
Connecticut
$304K +$4.76K +14 +2%
49 50
51
52 53