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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 %
CLOS
1351
Compagnie Lombard Odier SCmA
Switzerland
$65.5K +$65.5K +210 New
AGWCA
1352
Annis Gardner Whiting Capital Advisors
Florida
$62.1K +$7.17K +23 +13%
CWA
1353
Core Wealth Advisors
Florida
$62.1K +$46.8K +150 +306%
CB
1354
Centennial Bank
Arkansas
$60.8K +$7.49K +24 +14%
AEPWM
1355
Atlantic Edge Private Wealth Management
Florida
$59K +$59K +189 New
FMII
1356
Farmers & Merchants Investments Inc
Nebraska
$57.7K – – –
IFAM
1357
Institutional & Family Asset Management
Colorado
$56.5K +$312 +1 +0.6%
FFC
1358
First Financial Corp
Indiana
$54K – – –
QL
1359
Quarry LP
New York
$53.3K -$36.5K -117 -41%
FFO
1360
Fortitude Family Office
Arizona
$53.3K +$53.3K +171 New
GBT
1361
Grove Bank & Trust
Florida
$52.7K – – –
ME
1362
McIlrath & Eck
Washington
$52.4K – – –
C
1363
Covestor
United Kingdom
$52K +$6.89K +22 +15%
TCWA
1364
Turtle Creek Wealth Advisors
Texas
$51.8K +$51.8K +166 New
RA
1365
Rational Advisors
New York
$51.5K – – –
WTG
1366
West Tower Group
Virginia
$50.2K +$50.2K +161 New
TC
1367
Tacita Capital
Ontario, Canada
$49.9K -$21.8K -70 -30%
Loomis, Sayles & Company
1368
Loomis, Sayles & Company
Massachusetts
$48K -$9.35K -30 -16%
ECM
1369
Estabrook Capital Management
New York
$46.8K – – –
KIG
1370
Kessler Investment Group
Indiana
$46.8K – – –
FF
1371
Friedenthal Financial
New Jersey
$45.9K +$45.9K +147 New
TF
1372
Tompkins Financial
New York
$45.8K – – –
HFM
1373
Harvest Fund Management
China
$44K -$9.05K -29 -17%
IRC
1374
Investors Research Corp
Georgia
$44K – – –
ODG
1375
O'Dell Group
Ohio
$42.1K +$42.1K +135 New
53 54
55
56 57