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Sherwin-Williams
SHW

Overview Fund Activity

1,392 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 489 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+40
Holders Change %
+2.96%
% of All Funds
22.19%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
508
Reduced
489
Closed
81
Calls
$387M
Puts
$188M
Net Calls
+$199M
Net Calls Change
+$157M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.38B
2
DZ Bank
DZ Bank
Germany
$452M
3
Norges Bank
Norges Bank
Norway
$912M
4
PAM
PineStone Asset Management
Quebec, Canada
$235M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$194M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.04B
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
4
Citadel Advisors
Citadel Advisors
Florida
$314M
5
Millennium Management
Millennium Management
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1351
Marquette Asset Management
Minnesota
$5.87K -$1.02K -4 -15%
JWM
1352
Janiczek Wealth Management
Colorado
$5.61K – – –
TFM
1353
TFC Financial Management
Massachusetts
$5.37K – – –
HWM
1354
HighMark Wealth Management
Minnesota
$5.36K -$3.32K -13 -38%
BLC
1355
Brown, Lisle/Cummings
Rhode Island
$5.36K – – –
BG
1356
Bollard Group
Massachusetts
$5K – – –
HBW
1357
Hazlett, Burt & Watson
West Virginia
$5K +$1.11K +4 +29%
TWP
1358
TFO Wealth Partners
Ohio
$4.78K – – –
FCA
1359
FinTrust Capital Advisors
South Carolina
$4.59K – – –
WPWM
1360
Western Pacific Wealth Management
Illinois
$4.59K – – –
GFPC
1361
Global Financial Private Client
Florida
$4.55K – – –
CCM
1362
Chilton Capital Management
Texas
$3.83K – – –
MFT
1363
Moisand Fitzgerald Tamayo
Florida
$3.83K – – –
TAM
1364
Tucker Asset Management
Colorado
$3.83K +$2.04K +8 +114%
TJHA
1365
Thomas J. Herzfeld Advisors
Florida
$3.57K – – –
LFG
1366
Larson Financial Group
Missouri
$3.32K +$2.3K +9 +225%
AWA
1367
Authentikos Wealth Advisory
California
$3.06K +$3.06K +12 New
WAS
1368
Winch Advisory Services
Wisconsin
$3K – – –
RA
1369
Rise Advisors
New York
$2.86K – – –
RFA
1370
Register Financial Advisors
Georgia
$2.84K +$1.29K +5 +83%
NRG
1371
Nemes Rush Group
Michigan
$2.56K – – –
MFG
1372
Mendota Financial Group
Wisconsin
$2.55K – – –
OA
1373
Operose Advisors
Wisconsin
$2.55K +$2.55K +10 New
NSIM
1374
North Star Investment Management
Illinois
$2.3K – – –
Legacy Financial Group (Iowa)
1375
Legacy Financial Group (Iowa)
Iowa
$2.3K +$2.3K +9 New
53 54
55
56 57