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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 %
FDCP
1376
Foster Dykema Cabot & Partners
Massachusetts
$40.9K +$40.9K +131 New
LF
1377
Lee Financial
Texas
$39K – – –
WPA
1378
West Paces Advisors
Georgia
$36.8K -$3.12K -10 -8%
WIA
1379
Wetzel Investment Advisors
Indiana
$36K +$36K +114 New
MSWM
1380
McGlone Suttner Wealth Management
Wisconsin
$35.5K +$35.5K +114 New
RFG
1381
RFP Financial Group
Georgia
$34.7K – – –
USB
1382
Union Savings Bank
Connecticut
$34.3K – – –
BCA
1383
Bray Capital Advisors
Florida
$32.8K -$5.61K -18 -15%
PCA
1384
Providence Capital Advisors
North Carolina
$32.8K +$23.4K +75 +250%
JFA
1385
JNBA Financial Advisors
Minnesota
$31.2K -$4.06K -13 -12%
FUBT
1386
First United Bank & Trust
Maryland
$30.9K +$30.9K +99 New
AWM
1387
Abound Wealth Management
Tennessee
$29.5K +$11.8K +38 +67%
RWM
1388
Ruedi Wealth Management
Illinois
$29.3K -$5.93K -19 -17%
OIAM
1389
OFI Invest Asset Management
France
$29.1K -$282 -1 -1%
BONH
1390
Bank of New Hampshire
New Hampshire
$28.1K – – –
DFC
1391
DB Fitzpatrick & Co
Idaho
$27.1K – – –
GKIM
1392
GW&K Investment Management
Massachusetts
$27K +$628 +2 +2%
CPA
1393
Clear Point Advisors
New York
$26.2K +$26.2K +84 New
FWM
1394
FSA Wealth Management
Massachusetts
$26K +$26K +84 New
First Manhattan
1395
First Manhattan
New York
$25.9K +$1.25K +4 +5%
PA
1396
PSI Advisors
Florida
$25.3K – – –
AP
1397
Aspect Partners
Virginia
$25K +$25K +80 New
AP
1398
Arlington Partners
Alabama
$24.3K -$131K -420 -84%
CMA
1399
Cedar Mountain Advisors
Oregon
$24.3K – – –
SIS
1400
Sound Income Strategies
Florida
$23.4K – – –
54 55
56
57 58