We are live on ! Find out more
SHW icon

Sherwin-Williams

1,276 hedge funds and large institutions have $51.4B invested in Sherwin-Williams in 2020 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 490 increasing their positions, 379 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 66

29% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 379

7% more funds holding

Funds holding: 1,1901,276 (+86)

5% more capital invested

Capital invested by funds: $49B → $51.4B (+$2.38B)

1.92% less ownership

Funds ownership: 232.07%230.15% (-1.9%)

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

21% less call options, than puts

Call options by funds: $438M | Put options by funds: $554M

Holders
1,276
Holders Change
+86
Holders Change %
+7.23%
% of All Funds
22.58%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.64%
New
167
Increased
490
Reduced
379
Closed
66
Calls
$438M
Puts
$554M
Net Calls
-$116M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
376
Stratos Wealth Partners
Ohio
$5.43M +$342K +1,443 +7%
SAM
377
Securian Asset Management
Minnesota
$5.41M -$245K -1,032 -4%
CC
378
Cartenna Capital
Connecticut
$5.38M +$5.21M +21,969 New
MGWM
379
Marks Group Wealth Management
Minnesota
$5.34M -$17.1K -72 -0.3%
RBA
380
Richard Bernstein Advisors
New York
$5.33M
WBC
381
Westpac Banking Corp
Australia
$5.33M
TIP
382
Torray Investment Partners
Maryland
$5.28M -$495K -2,088 -9%
ROC
383
Running Oak Capital
Minnesota
$5.28M -$165K -696 -3%
CSS
384
Cubist Systematic Strategies
Connecticut
$5.25M -$15.9M -67,095 -76%
JAFL
385
Jay A. Fishman Ltd
Michigan
$5.24M
GI
386
GAMCO Investors
Connecticut
$5.14M -$475K -2,004 -9%
BPIM
387
Brant Point Investment Management
New York
$5.14M -$4.73M -19,956 -49%
CA
388
Cornerstone Advisors
North Carolina
$5.14M
PTC
389
Private Trust Company
Ohio
$5.13M +$42K +177 +0.9%
SRC
390
Stone Run Capital
New York
$5M
SCA
391
Stokes Capital Advisors
South Carolina
$4.91M +$60.5K +255 +1%
SMDAM
392
Sumitomo Mitsui DS Asset Management
Japan
$4.9M +$66.9K +282 +1%
QIM
393
Quest Investment Management
Oregon
$4.88M +$12.1K +51 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
394
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.87M -$926K -3,903 -16%
HT
395
Heritage Trust
Oklahoma
$4.85M +$42K +177 +0.9%
Public Sector Pension Investment Board (PSP Investments)
396
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.81M -$5.95M -25,077 -56%
VPI
397
Value Partners Investments
Manitoba, Canada
$4.8M +$4.65M +19,602 New
WDA
398
Wendell David Associates
New Hampshire
$4.79M +$193K +813 +4%
CBT
399
Central Bank & Trust
Kentucky
$4.79M +$64K +270 +1%
Pacer Advisors
400
Pacer Advisors
Pennsylvania
$4.74M +$460K +1,941 +11%

SHW Hedge Fund Activity: Q4 2020 in Review

1,276 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2020, worth a combined $51.4B — up 4.9% from $49B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new SHW positions and 66 closed out — a net gain of 101 holders — while 490 added to existing stakes and 379 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $353M. The largest seller was Capital World Investors, cutting an estimated $600M.

  • 1,276 institutional investors held Sherwin-Williams (SHW) as of Q4 2020, up from 1,190 in Q3 2020.
  • Funds reported $51.4B of Sherwin-Williams stock for Q4 2020, up 4.9% quarter-over-quarter.
  • 167 funds opened new Sherwin-Williams positions in Q4 2020 and 66 closed out, a net change of +101 holders.
  • The largest Sherwin-Williams buyer in Q4 2020 was Capital Research Global Investors, an estimated $353M added.
  • The largest Sherwin-Williams seller in Q4 2020 was Capital World Investors, an estimated $600M sold.

Based on aggregated 13F filings for Q4 2020.