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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 %
VC
1551
Vicus Capital
Pennsylvania
– -$383K -1,502 Closed
EP
1552
Eudaimonia Partners
Tennessee
– -$360K -1,411 Closed
OTL
1553
Oak Thistle LLC
New York
– -$353K -1,386 Closed
GWP
1554
Gateway Wealth Partners
Wisconsin
– -$330K -1,294 Closed
DCM
1555
Dupont Capital Management
Delaware
– -$289K -1,134 Closed
AG
1556
Algert Global
California
– -$286K -1,120 Closed
RBFC
1557
Roman Butler Fullerton & Co
Missouri
– -$274K -1,109 Closed
CA
1558
Cornerstone Advisors
North Carolina
– -$281K -1,100 Closed
FFP
1559
FourThought Financial Partners
Florida
– -$276K -1,081 Closed
CHP
1560
Cable Hill Partners
Oregon
– -$247K -967 Closed
LFAS
1561
Level Four Advisory Services
Texas
– -$246K -963 Closed
EFG
1562
Ethos Financial Group
Pennsylvania
– -$235K -922 Closed
LC
1563
Lavaca Capital
Texas
– -$235K -920 Closed
FWI
1564
Facet Wealth Inc
Maryland
– -$215K -901 Closed
CWM
1565
C2C Wealth Management
Arizona
– -$216K -858 Closed
WA
1566
Win Advisors
Florida
– -$215K -844 Closed
LGF
1567
LGT Group Foundation
Liechtenstein
– -$209K -829 Closed
CFA
1568
CWS Financial Advisors
Michigan
– -$206K -806 Closed
MIA
1569
Milestone Investment Advisors
Wisconsin
– -$160K -628 Closed
HL
1570
HeadInvest LLC
Maine
– -$156K -618 Closed
BFP
1571
Briaud Financial Planning
Texas
– -$126K -495 Closed
SCA
1572
Stonebridge Capital Advisors
Minnesota
– -$109K -429 Closed
RCA
1573
Reitz Capital Advisors
Michigan
– -$104K -420 Closed
RTC
1574
Riverview Trust Company
Washington
– -$87.7K -344 Closed
CCP
1575
Carmel Capital Partners
California
– -$62.5K -245 Closed
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