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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 %
WFA
1276
Wellspring Financial Advisors
Ohio
$212K +$212K +679 New
FNT
1277
First National Trust
Pennsylvania
$212K -$46.8K -150 -18%
CPA
1278
Court Place Advisors
Maryland
$211K +$211K +675 New
VFPW
1279
Vantage Financial Partners (Wisconsin)
Wisconsin
$211K +$211K +675 New
HWMG
1280
Hurlow Wealth Management Group
Indiana
$210K +$210K +674 New
VA
1281
Valmark Advisers
Ohio
$209K +$209K +669 New
MCM
1282
Manchester Capital Management
Vermont
$208K +$10.9K +35 +6%
MIM
1283
Meixler Investment Management
Arizona
$207K +$207K +664 New
OA
1284
Oxbow Advisors
Texas
$206K +$206K +660 New
PCM
1285
Prelude Capital Management
New York
$205K +$205K +658 New
CHAM
1286
Clear Harbor Asset Management
Connecticut
$205K +$205K +656 New
MIC
1287
Means Investment Company
Maine
$205K +$205K +656 New
CCWM
1288
Correct Capital Wealth Management
Missouri
$204K +$204K +655 New
DA
1289
Detalus Advisors
Missouri
$204K +$204K +654 New
VV
1290
Verity & Verity
South Carolina
$204K +$204K +654 New
FCM
1291
Fourpath Capital Management
Oklahoma
$203K +$203K +652 New
GF
1292
Gries Financial
Ohio
$202K +$202K +649 New
LS
1293
Leelyn Smith
Illinois
$202K +$202K +648 New
CCG
1294
Catalina Capital Group
California
$202K +$202K +648 New
HT
1295
Headlands Technologies
Illinois
$200K +$34.6K +111 +21%
TCPG
1296
Trivant Custom Portfolio Group
California
$191K – – –
EWM
1297
Evermay Wealth Management
Virginia
$189K +$624 +2 +0.3%
Bank Julius Baer & Co
1298
Bank Julius Baer & Co
Switzerland
$187K +$187K +600 New
RIM
1299
Rakuten Investment Management
Japan
$184K +$184K +588 New
EDRH
1300
Edmond de Rothschild Holding
Switzerland
$183K -$9.67K -31 -5%
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