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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 %
RA
1476
Rise Advisors
New York
$3.5K – – –
NRG
1477
Nemes Rush Group
Michigan
$3.13K – – –
MFG
1478
Mendota Financial Group
Wisconsin
$3.12K – – –
OA
1479
Operose Advisors
Wisconsin
$3.12K – – –
PGAM
1480
Princeton Global Asset Management
New Jersey
$3.12K +$3.12K +10 New
SFA
1481
Semmax Financial Advisors
North Carolina
$3.07K +$3.07K +10 New
NSIM
1482
North Star Investment Management
Illinois
$2.81K – – –
FRA
1483
Frank Rimerman Advisors
California
$2.81K +$2.81K +9 New
MBFW
1484
Morton Brown Family Wealth
Pennsylvania
$2.81K +$2.81K +9 New
VAG
1485
VisionPoint Advisory Group
Texas
$2.5K -$6.55K -21 -72%
OCM
1486
Orion Capital Management
California
$2.5K – – –
CTB
1487
Country Trust Bank
Illinois
$2.18K +$2.18K +7 New
FMTCOCP
1488
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
LIWM
1489
Long Island Wealth Management
New York
$2K +$2K +8 New
PA
1490
Pineridge Advisors
Missouri
$1.87K +$1.87K +6 New
TWD
1491
True Wealth Design
Ohio
$1.56K – – –
NMG
1492
New Millennium Group
Utah
$1.56K – – –
PCTC
1493
Perkins Coie Trust Company
Washington
$1.56K -$624 -2 -29%
CMP
1494
Coston McIsaac & Partners
Maine
$1K – – –
CAM
1495
ClariVest Asset Management
California
$939 – – –
CFS
1496
CGC Financial Services
Oregon
$936 – – –
MSG
1497
Main Street Group
Virginia
$623 +$623 +2 New
SWA
1498
SOA Wealth Advisors
New York
$318 – – –
DWA
1499
Delos Wealth Advisors
Texas
$312 – – –
DWM
1500
Dogwood Wealth Management
Kansas
$14 – – –
58 59
60
61 62