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Sherwin-Williams

1,442 hedge funds and large institutions have $70.3B invested in Sherwin-Williams in 2021 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 488 increasing their positions, 472 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 87

93% more funds holding in top 10

Funds holding in top 10: 2956 (+27)

24% more capital invested

Capital invested by funds: $56.7B → $70.3B (+$13.6B)

10% more funds holding

Funds holding: 1,3131,442 (+129)

1.15% more ownership

Funds ownership: 76.06%77.21% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 472

17% less call options, than puts

Call options by funds: $606M | Put options by funds: $729M

Holders
1,442
Holders Change
+129
Holders Change %
+9.82%
% of All Funds
22.19%
Holding in Top 10
56
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+93.1%
% of All Funds
0.86%
New
239
Increased
488
Reduced
472
Closed
87
Calls
$606M
Puts
$729M
Net Calls
-$123M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
326
Toth Financial Advisory
Virginia
$10M -$181K -561 -2%
Creative Planning
327
Creative Planning
Kansas
$9.73M +$225K +695 +3%
ANBT
328
American National Bank & Trust
Texas
$9.63M -$120K -370 -1%
JPMIA
329
J.P. Marvel Investment Advisors
Massachusetts
$9.49M -$1.62K -5 -0%
JCM
330
Jag Capital Management
Missouri
$9.36M +$364K +1,127 +4%
SG
331
Swarthmore Group
Pennsylvania
$9.32M -$653K -2,021 -7%
NIG
332
NFJ Investment Group
Texas
$9.29M
VanEck Associates
333
VanEck Associates
New York
$9.28M +$880K +2,722 +12%
SWM
334
Segment Wealth Management
Texas
$9.26M -$43.6K -135 -0.5%
SWP
335
Stratos Wealth Partners
Ohio
$9.21M +$177K +547 +2%
SHGA
336
Sand Hill Global Advisors
California
$9.19M -$194K -599 -2%
EW
337
Evoke Wealth
California
$9.1M -$43.6K -135 -0.5%
HPC
338
HM Payson & Co
Maine
$9.03M -$320K -989 -4%
TAF
339
Tredje AP-fonden
Sweden
$8.85M +$3.05M +9,431 +60%
CIS
340
Capital International Sarl
California
$8.8M +$6.45M +19,975 +398%
WBC
341
Westpac Banking Corp
Australia
$8.79M -$365K -1,130 -4%
OAM
342
Oppenheimer Asset Management
New York
$8.76M -$858K -2,656 -10%
CW
343
Connectus Wealth
Ohio
$8.7M +$7.97M +24,677 New
HIMCH
344
Hartford Investment Management Co (HIMCO)
Connecticut
$8.67M +$610K +1,889 +8%
PAM
345
Peninsula Asset Management
Florida
$8.62M -$218K -676 -3%
BCI
346
Brinker Capital Investments
Pennsylvania
$8.57M +$1.48M +4,593 +23%
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
$8.51M +$400K +1,237 +5%
WDA
348
Wendell David Associates
New Hampshire
$8.42M -$406K -1,258 -5%
GT
349
Greenleaf Trust
Michigan
$8.4M +$43.6K +135 +0.6%
HFS
350
Hantz Financial Services
Michigan
$8.3M +$259K +802 +4%

SHW Hedge Fund Activity: Q4 2021 in Review

1,442 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2021, worth a combined $70.3B — up 24% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new SHW positions and 87 closed out — a net gain of 152 holders — while 488 added to existing stakes and 472 trimmed.

The largest buyer was Capital International Investors, adding an estimated $538M. The largest seller was Capital Research Global Investors, cutting an estimated $419M.

  • 1,442 institutional investors held Sherwin-Williams (SHW) as of Q4 2021, up from 1,313 in Q3 2021.
  • Funds reported $70.3B of Sherwin-Williams stock for Q4 2021, up 24% quarter-over-quarter.
  • 239 funds opened new Sherwin-Williams positions in Q4 2021 and 87 closed out, a net change of +152 holders.
  • The largest Sherwin-Williams buyer in Q4 2021 was Capital International Investors, an estimated $538M added.
  • The largest Sherwin-Williams seller in Q4 2021 was Capital Research Global Investors, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2021.