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Sherwin-Williams

1,292 hedge funds and large institutions have $49.2B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 559 increasing their positions, 399 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 399

31% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 91

19.59% more ownership

Funds ownership: 230.15%249.74% (+20%)

1% more funds holding

Funds holding: 1,2751,292 (+17)

4% less capital invested

Capital invested by funds: $51.4B → $49.2B (-$2.18B)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

29% less call options, than puts

Call options by funds: $430M | Put options by funds: $606M

Holders
1,292
Holders Change
+17
Holders Change %
+1.33%
% of All Funds
22.69%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
559
Reduced
399
Closed
91
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ANRF
301
Adams Natural Resources Fund
Maryland
$8.93M
X
302
Xponance
Pennsylvania
$8.89M -$2.81M -11,775 -25%
Calamos Advisors
303
Calamos Advisors
Illinois
$8.87M +$266K +1,116 +3%
UCFA
304
United Capital Financial Advisors
Texas
$8.81M -$9.29K -39 -0.1%
AAM
305
Advisors Asset Management
Colorado
$8.77M +$363K +1,524 +4%
ACP
306
Ashfield Capital Partners
California
$8.76M -$127K -534 -1%
FCI
307
Financial Counselors Inc
Kansas
$8.74M -$139K -585 -2%
PAM
308
Panagora Asset Management
Massachusetts
$8.65M -$15.3M -64,419 -65%
GAM
309
Gotham Asset Management
New York
$8.63M -$737K -3,093 -8%
Acadian Asset Management
310
Acadian Asset Management
Massachusetts
$8.63M -$395K -1,656 -5%
EIP
311
Epoch Investment Partners
New York
$8.45M +$429K +1,800 +6%
SGA
312
Strategic Global Advisors
California
$8.45M +$16.2M +67,890 +193%
AAM
313
Autus Asset Management
Arizona
$8.44M +$403K +1,692 +5%
CAM
314
Cozad Asset Management
Illinois
$8.43M +$429K +1,800 +6%
BAMCO Inc
315
BAMCO Inc
New York
$8.41M -$3.18M -13,329 -28%
KAS
316
Kestra Advisory Services
Texas
$8.41M +$2.73M +11,442 +50%
OCAM
317
Onex Canada Asset Management
Ontario, Canada
$8.25M -$8.58K -36 -0.1%
AWM
318
AE Wealth Management
Kansas
$8.17M +$1.75M +7,341 +28%
SWM
319
Spire Wealth Management
Virginia
$8.15M +$8.43M +35,361 New
SCA
320
Spearhead Capital Advisors
Florida
$8.09M +$151K +633 +2%
BMSSC
321
B. Metzler seel. Sohn & Co
Germany
$7.89M -$11.9M -49,845 -61%
CIM
322
Corbyn Investment Management
Maryland
$7.85M -$287K -1,206 -4%
Royal London Asset Management
323
Royal London Asset Management
United Kingdom
$7.74M +$944K +3,963 +4%
WF
324
Welch & Forbes
Massachusetts
$7.74M -$300K -1,260 -4%
EAMA
325
EFG Asset Management (Americas)
Florida
$7.72M +$879K +3,690 +13%

SHW Hedge Fund Activity: Q1 2021 in Review

1,292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2021, worth a combined $49.2B — down 4.3% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SHW positions and 91 closed out — a net gain of 28 holders — while 559 added to existing stakes and 399 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.65B. The largest seller was Capital World Investors, cutting an estimated $495M.

  • 1,292 institutional investors held Sherwin-Williams (SHW) as of Q1 2021, up from 1,275 in Q4 2020.
  • Funds reported $49.2B of Sherwin-Williams stock for Q1 2021, down 4.3% quarter-over-quarter.
  • 119 funds opened new Sherwin-Williams positions in Q1 2021 and 91 closed out, a net change of +28 holders.
  • The largest Sherwin-Williams buyer in Q1 2021 was Geode Capital Management, an estimated $1.65B added.
  • The largest Sherwin-Williams seller in Q1 2021 was Capital World Investors, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2021.