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Sherwin-Williams
SHW

Overview Fund Activity

1,658 hedge funds and large institutions have $68.9B invested in Sherwin-Williams in 2024 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 581 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+28
Holders Change %
+1.72%
% of All Funds
22.07%
Holding in Top 10
32
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-30.43%
% of All Funds
0.43%
New
205
Increased
602
Reduced
581
Closed
149
Calls
$386M
Puts
$299M
Net Calls
+$86.6M
Net Calls Change
+$68M

Top Buyers

1
State Street
State Street
Massachusetts
+$2.05B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$327M
3
UBS Group
UBS Group
Switzerland
+$273M
4
Barclays
Barclays
United Kingdom
+$207M
5
Northern Trust
Northern Trust
Illinois
+$202M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$277M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$265M
3
IAIM
International Assets Investment Management
Florida
-$241M
4
Ameriprise
Ameriprise
Minnesota
-$239M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
1401
Flagship Wealth Advisors
Massachusetts
$212K +$212K +625 New
WFA
1402
WMG Financial Advisors
Tennessee
$212K – – –
VC
1403
Veracity Capital
Georgia
$212K +$212K +623 New
BFG
1404
Bouchey Financial Group
New York
$211K +$340 +1 +0.2%
AFC
1405
AFT Forsyth & Company
Florida
$209K – – –
OL
1406
OneFund LLC
Florida
$208K +$1.7K +5 +0.8%
SWM
1407
Sugarloaf Wealth Management
Georgia
$208K +$17.3K +51 +9%
SGA
1408
Sustainable Growth Advisers
Connecticut
$207K -$29.2K -86 -12%
JWWM
1409
Johnson & White Wealth Management
Pennsylvania
$206K +$206K +619 New
BHPW
1410
Beverly Hills Private Wealth
California
$206K – – –
FNT
1411
First National Trust
Pennsylvania
$206K -$28.2K -83 -12%
EWM
1412
Evermay Wealth Management
Virginia
$205K – – –
GFP
1413
Gryphon Financial Partners
Ohio
$205K +$6.8K +20 +3%
PTC
1414
Philadelphia Trust Company
Pennsylvania
$204K – – –
FA
1415
Financial Advisors
Massachusetts
$204K – – –
VFPW
1416
Vantage Financial Partners (Wisconsin)
Wisconsin
$204K – – –
MG
1417
McHugh Group
Ohio
$204K +$204K +600 New
WKSWA
1418
White Knight Strategic Wealth Advisors
New Jersey
$204K +$204K +600 New
VCAM
1419
Van Cleef Asset Management
Ohio
$204K +$204K +600 New
WB
1420
West Bancorporation
Iowa
$203K -$6.8K -20 -3%
LAM
1421
Lewis Asset Management
California
$201K +$201K +592 New
GIA
1422
Gateway Investment Advisers
Ohio
$201K -$34.7K -102 -15%
AT
1423
Arlington Trust
Alabama
$191K +$92.1K +271 +93%
PFBT
1424
Parkside Financial Bank & Trust
Missouri
$188K -$2.04K -6 -1%
GIM
1425
Generali Investments Management
Slovenia
$186K +$186K +546 New
55 56
57
58 59