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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 %
HWA
1426
HHM Wealth Advisors
Tennessee
$13.8K – – –
CWP
1427
Concord Wealth Partners
Virginia
$13.7K -$7.17K -23 -34%
CSB
1428
City State Bank
Iowa
$13K – – –
HGERS
1429
Householder Group Estate & Retirement Specialist
Arizona
$13K +$5.32K +18 +69%
TIM
1430
Tortoise Investment Management
New York
$12.8K – – –
SR
1431
Syntax Research
Florida
$12.2K – – –
AWM
1432
Atticus Wealth Management
Florida
$11.9K – – –
MIM
1433
Macroview Investment Management
Maryland
$11.5K -$1.56K -5 -12%
MA
1434
MCF Advisors
Kentucky
$11.5K – – –
EIM
1435
Essex Investment Management
Massachusetts
$11.2K – – –
VNA
1436
Valley National Advisers
Pennsylvania
$11K -$13K -45 -54%
GIA
1437
GHP Investment Advisors
Colorado
$10.6K -$16.6K -53 -61%
ANBT
1438
American National Bank & Trust
Texas
$10.6K -$13.7K -44 -56%
PS
1439
Planned Solutions
California
$10.3K +$10.3K +33 New
CWA
1440
Carolina Wealth Advisors
South Carolina
$10.3K – – –
EC
1441
EntryPoint Capital
New York
$9.98K +$9.98K +32 New
IHWM
1442
Iron Horse Wealth Management
Iowa
$8.73K – – –
CTWM
1443
Cherry Tree Wealth Management
Minnesota
$8.11K -$6.55K -21 -45%
BCM
1444
Birch Capital Management
Texas
$7.82K – – –
LTI
1445
Laffer Tengler Investments
Tennessee
$7.49K +$7.49K +24 New
HC
1446
Hoese & Co
Minnesota
$7.25K – – –
RS
1447
Rakuten Securities
Japan
$7.17K +$7.17K +23 New
AW
1448
Avion Wealth
Texas
$7K -$4.87K -16 -41%
JWM
1449
Janiczek Wealth Management
Colorado
$6.86K – – –
TFM
1450
TFC Financial Management
Massachusetts
$6.56K – – –
56 57
58
59 60