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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
$3.4B
2
AIM
Alphinity Investment Management
Australia
$433M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.24B
4
Capital World Investors
Capital World Investors
California
$1.2B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.86B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$351M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.34B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$608M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.06B
5
Bank of America
Bank of America
North Carolina
$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
1451
Brown, Lisle/Cummings
Rhode Island
$6.55K – – –
HWM
1452
HighMark Wealth Management
Minnesota
$6.55K – – –
TVAMP
1453
Tennessee Valley Asset Management Partners
Tennessee
$6.55K +$6.55K +21 New
LFA
1454
Livelsberger Financial Advisory
Ohio
$6.32K +$6.32K +20 New
EBA
1455
Eagle Bay Advisors
New York
$6.24K -$1.87K -6 -23%
FMB
1456
Field & Main Bank
Kentucky
$6.24K +$6.24K +20 New
FCA
1457
FinTrust Capital Advisors
South Carolina
$5.62K – – –
SIS
1458
Strategic Investment Solutions
Illinois
$5.61K -$372K -1,193 -99%
TWP
1459
TFO Wealth Partners
Ohio
$5.61K – – –
GFPC
1460
Global Financial Private Client
Florida
$5.61K – – –
RFG
1461
REAP Financial Group
Texas
$5.31K +$5.31K +17 New
WBC
1462
West Branch Capital
Massachusetts
$5.3K +$5.3K +17 New
HBW
1463
Hazlett, Burt & Watson
West Virginia
$5K – – –
CCA
1464
Criterion Capital Advisors
Tennessee
$4.99K +$4.99K +16 New
DF
1465
Dunhill Financial
United Kingdom
$4.91K +$4.91K +16 New
CCM
1466
Chilton Capital Management
Texas
$4.68K – – –
MFT
1467
Moisand Fitzgerald Tamayo
Florida
$4.68K – – –
TAM
1468
Tucker Asset Management
Colorado
$4.68K – – –
DPW
1469
DiNuzzo Private Wealth
Pennsylvania
$4.68K +$4.68K +15 New
VWA
1470
Valued Wealth Advisors
Utah
$4.59K +$4.59K +18 New
ETC
1471
Exchange Traded Concepts
Oklahoma
$4.37K -$289K -927 -99%
JFGIW
1472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.37K +$2.81K +9 +180%
FFA
1473
Frazier Financial Advisors
Ohio
$4.37K +$4.37K +14 New
WAS
1474
Winch Advisory Services
Wisconsin
$3.81K – – –
RIM
1475
Rockbridge Investment Management
New York
$3.74K +$3.74K +12 New
57 58
59
60 61