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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
PAI
351
Pittenger & Anderson Inc
Nebraska
$8.22M +$1.08M +3,338 +17%
SCA
352
Stokes Capital Advisors
South Carolina
$8.15M -$241K -746 -3%
GI
353
GAMCO Investors
Connecticut
$8M -$191K -590 -3%
HVIA
354
Hudson Valley Investment Advisors
New York
$7.82M -$67.2K -208 -0.9%
VF
355
Vest Financial
Virginia
$7.81M +$1.25M +3,870 +21%
SMDAM
356
Sumitomo Mitsui DS Asset Management
Japan
$7.66M -$1.69M -5,228 -19%
NEI
357
Northwest & Ethical Investments
Ontario, Canada
$7.65M +$313K +970 +5%
AHC
358
Adell Harriman & Carpenter
Texas
$7.61M +$235K +728 +3%
VT
359
Vise Technologies
New York
$7.58M +$6.95M +21,520 New
GP
360
Girard Partners
Pennsylvania
$7.54M +$605K +1,873 +10%
JAFL
361
Jay A. Fishman Ltd
Michigan
$7.54M +$485K +1,500 +8%
SC
362
Scotia Capital
Ontario, Canada
$7.45M -$25.9K -80 -0.4%
BPIM
363
Brant Point Investment Management
New York
$7.44M +$18.4K +57 +0.3%
MCM
364
Mattern Capital Management
Colorado
$7.43M -$61.7K -191 -0.9%
CBT
365
Central Bank & Trust
Kentucky
$7.43M -$66.6K -206 -1%
AMI
366
Amica Mutual Insurance
Rhode Island
$7.42M -$984K -3,045 -13%
WHG
367
Westwood Holdings Group
Texas
$7.29M +$136K +421 +2%
PCM
368
Palisade Capital Management
New Jersey
$7.25M
ACA
369
Aptus Capital Advisors
Alabama
$7.22M +$381K +1,179 +6%
MWM
370
Mission Wealth Management
California
$7.21M -$115K -356 -2%
SAM
371
Securian Asset Management
Minnesota
$7.2M -$79.5K -246 -1%
TF
372
Threadgill Financial
Texas
$7.18M +$1.87M +5,789 +39%
RCM
373
Ravenstone Capital Management
$7.16M -$72.4K -224 -1%
CCP
374
Cunning Capital Partners
North Carolina
$7.14M
SPIA
375
Steward Partners Investment Advisory
New York
$7.11M +$295K +913 +5%

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.