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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 %
POIA
1301
Pin Oak Investment Advisors
Texas
$176K +$13.4K +43 +8%
DMBA
1302
Deseret Mutual Benefit Administrators
Utah
$167K -$35.9K -115 -18%
TCOV
1303
Trust Company of Vermont
Vermont
$166K -$109K -348 -40%
LS
1304
Livforsakringsbolaget Skandia
Sweden
$162K +$85.8K +275 +113%
PFBT
1305
Parkside Financial Bank & Trust
Missouri
$158K +$21.8K +70 +16%
LA
1306
LM Advisors
California
$156K +$156K +500 New
HCP
1307
Hexagon Capital Partners
Arkansas
$155K +$51.1K +164 +49%
FCAS
1308
First Command Advisory Services
Texas
$154K – – –
CFO
1309
CVA Family Office
Colorado
$150K +$150K +480 New
QC
1310
Quent Capital
New York
$146K +$5.3K +17 +4%
BSC
1311
Brown Shipley & Co
United Kingdom
$143K -$266K -853 -65%
SWM
1312
Sugarloaf Wealth Management
Georgia
$142K +$5.62K +18 +4%
CYG
1313
Clean Yield Group
Vermont
$142K – – –
SC
1314
Skylands Capital
Wisconsin
$140K – – –
RFA
1315
Resurgent Financial Advisors
Georgia
$134K +$936 +3 +0.7%
LJHT
1316
Laurie J. Hall Trustee
$134K – – –
AI
1317
AXS Investments
New York
$131K -$9.98K -32 -7%
Jones Financial Companies
1318
Jones Financial Companies
Missouri
$126K -$5.93K -19 -4%
A
1319
AJOVista
Massachusetts
$126K +$126K +405 New
RAM
1320
Riggs Asset Management
Pennsylvania
$124K – – –
AIC
1321
Archer Investment Corporation
Indiana
$124K – – –
MHR
1322
Matthew Hamilton Rosenberg
$122K – – –
DWA
1323
Dougherty Wealth Advisers
Minnesota
$120K – – –
CFD
1324
Creative Financial Designs
Indiana
$119K +$36.2K +116 +43%
PCMC
1325
Planning Capital Management Corporation
Pennsylvania
$119K +$119K +382 New
51 52
53
54 55