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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
SRC
376
Stone Run Capital
New York
$7.08M -$252K -780 -4%
TS
377
Tamar Securities
California
$7.06M -$909K -2,812 -12%
AWM
378
AE Wealth Management
Kansas
$7.02M +$448K +1,385 +7%
TC
379
TAP Consulting
Missouri
$6.98M +$475K +1,471 +8%
CCM
380
Carderock Capital Management
Maryland
$6.96M +$96.3K +298 +2%
DWT
381
Dorsey & Whitney Trust
South Dakota
$6.92M -$5.17K -16 -0.1%
BBA
382
BLB&B Advisors
Pennsylvania
$6.88M -$1.62K -5 -0%
PAA
383
Peregrine Asset Advisers
Oregon
$6.85M +$2.82M +8,715 +81%
WJWM
384
Williams Jones Wealth Management
New York
$6.83M +$191K +591 +3%
NW
385
NewEdge Wealth
Pennsylvania
$6.83M +$2.4M +7,432 +62%
TIP
386
Torray Investment Partners
Maryland
$6.72M -$357K -1,105 -5%
ACI
387
Alpha Cubed Investments
California
$6.63M +$64.3K +199 +1%
EMPI
388
Elo Mutual Pension Insurance
Finland
$6.59M +$279K +862 +5%
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$6.55M
EAM
390
Eventide Asset Management
Massachusetts
$6.51M -$2.55M -7,900 -30%
UCMOK
391
United Capital Management of KS
Kansas
$6.48M +$27.1K +84 +0.5%
CCG
392
Cypress Capital Group
Florida
$6.44M -$50.1K -155 -0.8%
AC
393
Allstate Corporation
Illinois
$6.29M +$2.74M +8,487 +90%
KC
394
Kingfisher Capital
North Carolina
$6.29M +$394K +1,218 +7%
LNC
395
Lincoln National Corp
Pennsylvania
$6.28M +$99.2K +307 +2%
Pacer Advisors
396
Pacer Advisors
Pennsylvania
$6.25M -$1.46M -4,510 -20%
CGH
397
Crossmark Global Holdings
Texas
$6.25M -$187K -580 -3%
Renaissance Technologies
398
Renaissance Technologies
New York
$6.16M +$5.65M +17,500 New
FM
399
Family Management
New York
$6.13M +$79.8K +247 +1%
GAM
400
Gotham Asset Management
New York
$6.09M -$1.91M -5,914 -25%

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.