We are live on ! Find out more
SHW icon

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
SB
401
Strategic Blueprint
Georgia
$6.09M +$136K +421 +2%
IPAM
402
ICICI Prudential Asset Management
India
$6.08M
AIA
403
Angeles Investment Advisors
California
$6.07M -$375K -1,162 -6%
S
404
Surevest
California
$6.06M -$84K -260 -1%
PAG
405
Private Advisor Group
New Jersey
$6M -$1.04M -3,212 -16%
UB
406
UMB Bank
Missouri
$6M +$1.02M +3,154 +23%
GLAM
407
Gardner Lewis Asset Management
Pennsylvania
$5.97M -$53.3K -165 -1%
TC
408
TownSquare Capital
Utah
$5.9M -$110K -340 -2%
SCM
409
Sirios Capital Management
Massachusetts
$5.86M -$1.58M -4,894 -23%
Lazard Asset Management
410
Lazard Asset Management
New York
$5.84M -$10.3M -31,966 -66%
CS
411
Candriam SCA
Luxembourg
$5.74M -$22.9M -71,002 -81%
BC
412
Burney Company
Virginia
$5.74M -$197K -611 -4%
UF
413
Univest Financial
Pennsylvania
$5.71M -$125K -388 -2%
IMPI
414
Ilmarinen Mutual Pension Insurance
Finland
$5.71M
FFBTD
415
First Financial Bank - Trust Division
Ohio
$5.7M +$39.7K +123 +0.8%
CWP
416
CFM Wealth Partners
Texas
$5.7M +$368K +1,139 +7%
MCA
417
Morris Capital Advisors
Pennsylvania
$5.66M +$21.3K +66 +0.4%
HTC
418
Haverford Trust Company
Pennsylvania
$5.52M -$8.08K -25 -0.2%
EP
419
Edgestream Partners
New Jersey
$5.49M +$5.04M +15,592 New
CTA
420
Chesley Taft & Associates
Illinois
$5.49M -$162K -500 -3%
BAMF
421
BI Asset Management Fondsmaeglerselskab
Denmark
$5.47M -$3.52M -10,880 -41%
P
422
Pitcairn
Pennsylvania
$5.43M -$57.2K -177 -1%
IAA
423
Independent Advisor Alliance
North Carolina
$5.43M +$354K +1,096 +8%
SG
424
Stonnington Group
California
$5.43M +$171K +530 +3%
SAM
425
Shell Asset Management
Netherlands
$5.4M -$2.74M -8,495 -36%

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.