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Sherwin-Williams
SHW

Overview Fund Activity

1,521 hedge funds and large institutions have $59.3B invested in Sherwin-Williams in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 585 increasing their positions, 552 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
-50
Holders Change %
-3.18%
% of All Funds
22.12%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.54%
New
121
Increased
585
Reduced
552
Closed
146
Calls
$267M
Puts
$189M
Net Calls
+$77.7M
Net Calls Change
+$260M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$590M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$268M
3
BlackRock
BlackRock
New York
+$249M
4
Vontobel Holding
Vontobel Holding
Switzerland
+$234M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
+$223M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$542M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$330M
3
SGA
Sustainable Growth Advisers
Connecticut
-$326M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$320M
5
DZ Bank
DZ Bank
Germany
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
1501
True Wealth Design
Ohio
$2.69K – – –
NSIM
1502
North Star Investment Management
Illinois
$2.69K – – –
TF
1503
Tompkins Financial
New York
$2.69K – – –
TWP
1504
Triad Wealth Partners
Kansas
$2.69K +$2.69K +9 New
RI
1505
Ridgewood Investments
New Jersey
$2.69K +$2.69K +9 New
OCM
1506
Orion Capital Management
California
$2.39K – – –
FMTCOCP
1507
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
WWM
1508
Wolff Wiese Magana
California
$1.49K +$1.49K +5 New
NMG
1509
New Millennium Group
Utah
$1.49K +$1.49K +5 New
TCG
1510
Transcendent Capital Group
Oklahoma
$1.19K +$1.19K +4 New
CMP
1511
Coston McIsaac & Partners
Maine
$1K – – –
SFCL
1512
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +2 New
TCM
1513
TD Capital Management
Tennessee
$897 – – –
CFS
1514
CGC Financial Services
Oregon
$895 – – –
CB
1515
Chris Bulman
California
$895 +$895 +3 New
CAM
1516
ClariVest Asset Management
California
$891 – – –
MSG
1517
Main Street Group
Virginia
$592 – – –
PI
1518
PEAK6 Investments
Illinois
$590 +$590 +2 New
SWA
1519
SOA Wealth Advisors
New York
$306 – – –
HWP
1520
Highline Wealth Partners
California
$298 +$298 +1 New
FHC
1521
First Heartland Consultants
Missouri
$218 – – –
DCM
1522
Davis Capital Management
Florida
$50 – – –
YDMI
1523
Y.D. More Investments
Israel
$26 +$26 +33 New
DWM
1524
Dogwood Wealth Management
Kansas
$9 -$10 – –
JGC
1525
J. Goldman & Co
New York
– -$62.7M -180,485 Closed
59 60
61
62 63