We are live on ! Find out more
SHW icon

Sherwin-Williams

894 hedge funds and large institutions have $29B invested in Sherwin-Williams in 2017 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 287 increasing their positions, 295 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 47

101% more call options, than puts

Call options by funds: $188M | Put options by funds: $93.6M

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

14% more funds holding

Funds holding: 783894 (+111)

14% more capital invested

Capital invested by funds: $25.5B → $29B (+$3.48B)

3% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 295

1.71% less ownership

Funds ownership: 229.39%227.68% (-1.7%)

Holders
894
Holders Change
+111
Holders Change %
+14.18%
% of All Funds
20.27%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.63%
New
165
Increased
287
Reduced
295
Closed
47
Calls
$188M
Puts
$93.6M
Net Calls
+$94.3M
Net Calls Change
-$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
401
Louisiana State Employees Retirement System
Louisiana
$2.05M -$39.4K -300 -2%
TU
402
TDAM USA
Ontario, Canada
$2.05M -$67K -510 -3%
HAG
403
HighPoint Advisor Group
Illinois
$2.04M -$13.4K -102 -0.7%
DILIC
404
Dai-ichi Life Insurance Company
Japan
$2.03M
GHCM
405
Glen Harbor Capital Management
California
$2M +$989K +7,524 +106%
GC
406
Gratia Capital
California
$1.97M +$1.89M +14,400 New
SI
407
Stephens Inc
Arkansas
$1.96M +$341K +2,592 +22%
N
408
Natixis
France
$1.96M +$398K +3,027 +27%
MC
409
Maverick Capital
Texas
$1.95M -$9.1M -69,195 -83%
SC
410
Scotia Capital
Ontario, Canada
$1.92M +$508K +3,861 +38%
B
411
Barings
North Carolina
$1.91M +$1.84M +13,983 New
AIA
412
Allegis Investment Advisors
Idaho
$1.9M -$93.5K -711 -5%
CCMG
413
Clark Capital Management Group
Pennsylvania
$1.89M +$394 +3 +0%
TCOV
414
Trust Company of Vermont
Vermont
$1.87M +$1.47M +11,163 +439%
DWA
415
Douglass Winthrop Advisors
New York
$1.87M
SLAM
416
Swiss Life Asset Management
$1.85M +$392K +2,979 +28%
BIM
417
Bridges Investment Management
Nebraska
$1.83M +$174K +1,320 +11%
WWM
418
Willingdon Wealth Management
North Carolina
$1.83M -$278K -2,118 -14%
EHWM
419
Eads & Heald Wealth Management
Georgia
$1.83M -$55.6K -423 -3%
OMCS
420
Old Mutual Customised Solutions
South Africa
$1.82M +$631K +4,800 +56%
CCG
421
Cypress Capital Group
Florida
$1.79M -$324K -2,463 -16%
Truist Financial
422
Truist Financial
North Carolina
$1.78M +$290K +2,205 +20%
AF
423
Arrow Financial
New York
$1.77M
ZDA
424
Zweig-DiMenna Associates
New York
$1.76M
LP
425
LMR Partners
United Kingdom
$1.76M +$1.69M +12,870 New

SHW Hedge Fund Activity: Q4 2017 in Review

894 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2017, worth a combined $29B — up 14% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new SHW positions and 47 closed out — a net gain of 118 holders — while 287 added to existing stakes and 295 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $195M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $229M sold.

  • 894 institutional investors held Sherwin-Williams (SHW) as of Q4 2017, up from 783 in Q3 2017.
  • Funds reported $29B of Sherwin-Williams stock for Q4 2017, up 14% quarter-over-quarter.
  • 165 funds opened new Sherwin-Williams positions in Q4 2017 and 47 closed out, a net change of +118 holders.
  • The largest Sherwin-Williams buyer in Q4 2017 was T. Rowe Price Associates, an estimated $195M added.
  • The largest Sherwin-Williams seller in Q4 2017 was Point72 Asset Management, an estimated $229M sold.

Based on aggregated 13F filings for Q4 2017.