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Sherwin-Williams
SHW

784 hedge funds and large institutions have $24.4B invested in Sherwin-Williams in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 288 increasing their positions, 267 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more capital invested

Capital invested by funds: $21.2B → $24.4B (+$3.22B)

4.25% more ownership

Funds ownership: 219.9% → 224.14% (+4.2%)

2% more funds holding

Funds holding: 769 → 784 (+15)

8% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 267

6% less call options, than puts

Call options by funds: $140M | Put options by funds: $150M

19% less funds holding in top 10

Funds holding in top 10: 26 → 21 (-5)

Holders
784
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
19.55%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.52%
New
83
Increased
288
Reduced
267
Closed
64
Calls
$140M
Puts
$150M
Net Calls
-$9.06M
Net Calls Change
-$146M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$347M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$155M
4
PPA
Parametric Portfolio Associates
Washington
+$110M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$106M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$144M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
3
JP
Jana Partners
New York
-$95.1M
4
Select Equity Group
Select Equity Group
New York
-$92.1M
5
SCM
Sirios Capital Management
Massachusetts
-$77.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
426
Meiji Yasuda Asset Management
Japan
$1.29M +$70.4K +630 +6%
VA
427
Valmark Advisers
Ohio
$1.29M +$3.35K +30 +0.3%
CS
428
Comerica Securities
Michigan
$1.28M +$20.4K +183 +2%
RW
429
Rand Wealth
Maryland
$1.27M – – –
FTIOP
430
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.27M +$15.8K +141 +1%
PI
431
PHH Investments
Texas
$1.26M -$40.2K -360 -3%
MLFP
432
MPS Loria Financial Planners
Illinois
$1.26M +$1.27M +11,373 New
CEP
433
Chicago Equity Partners
Illinois
$1.24M +$443K +3,960 +60%
BEC
434
Blue Edge Capital
Virginia
$1.23M -$6.71K -60 -0.6%
HM
435
Harvest Management
New York
$1.23M +$838K +7,500 +250%
Truist Financial
436
Truist Financial
North Carolina
$1.23M -$53.3K -477 -4%
TYCC
437
Texas Yale Capital Corp
Florida
$1.21M – – –
IGIM
438
I.G. Investment Management
Manitoba, Canada
$1.2M – – –
BFIM
439
Beese Fulmer Investment Management
Ohio
$1.19M – – –
RWM
440
Ritholtz Wealth Management
New York
$1.19M +$1.14M +10,200 New
WAM
441
Weatherly Asset Management
California
$1.18M – – –
AIP
442
Ameritas Investment Partners
Nebraska
$1.18M +$10.1K +90 +0.9%
GI
443
GAMCO Investors
Connecticut
$1.17M -$11.1K -99 -1%
CI
444
Cigna Investments
Connecticut
$1.15M -$39.9K -357 -4%
AC
445
Allstate Corporation
Illinois
$1.15M +$1.1M +9,816 New
Twin Tree Management
446
Twin Tree Management
Texas
$1.15M +$1.09M +9,786 New
SSA
447
Schonfeld Strategic Advisors
New York
$1.14M -$4.49M -40,191 -80%
MC
448
Moors & Cabot
Massachusetts
$1.14M +$25.1K +225 +2%
PNC
449
Park National Corp
Ohio
$1.13M -$151K -1,350 -12%
CCM
450
Condor Capital Management
New Jersey
$1.13M -$12.7K -114 -1%
16 17
18
19 20

SHW Hedge Fund Activity: Q2 2017 in Review

784 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2017, worth a combined $24.4B — up 15% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SHW positions and 64 closed out — a net gain of 19 holders — while 288 added to existing stakes and 267 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $347M. The largest seller was Renaissance Technologies, cutting an estimated $144M.

  • 784 institutional investors held Sherwin-Williams (SHW) as of Q2 2017, up from 769 in Q1 2017.
  • Funds reported $24.4B of Sherwin-Williams stock for Q2 2017, up 15% quarter-over-quarter.
  • 83 funds opened new Sherwin-Williams positions in Q2 2017 and 64 closed out, a net change of +19 holders.
  • The largest Sherwin-Williams buyer in Q2 2017 was Janus Henderson Group, an estimated $347M added.
  • The largest Sherwin-Williams seller in Q2 2017 was Renaissance Technologies, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2017.