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Sherwin-Williams

924 hedge funds and large institutions have $28.3B invested in Sherwin-Williams in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 306 increasing their positions, 330 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2636 (+10)

24% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 106

2% more funds holding

Funds holding: 910924 (+14)

0.64% less ownership

Funds ownership: 231.81%231.17% (-0.64%)

7% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 330

13% less capital invested

Capital invested by funds: $32.5B → $28.3B (-$4.23B)

62% less call options, than puts

Call options by funds: $51M | Put options by funds: $134M

Holders
924
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
20.58%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.8%
New
131
Increased
306
Reduced
330
Closed
106
Calls
$51M
Puts
$134M
Net Calls
-$82.5M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Change in
Stake
V
426
Veritable
Delaware
$1.58M +$58.3K +432 +4%
BBHC
427
Brown Brothers Harriman & Co
New York
$1.58M +$24.7K +183 +2%
BB
428
Busey Bank
Illinois
$1.57M
BP
429
Broadleaf Partners
Ohio
$1.56M -$22.7K -168 -1%
ADMI
430
Albert D. Mason Inc
Massachusetts
$1.56M -$50.6K -375 -3%
CS
431
Comerica Securities
Michigan
$1.55M -$107K -792 -6%
APA
432
American Portfolios Advisors
New York
$1.55M -$32K -237 -2%
FL
433
Fort LP
Maryland
$1.55M +$736K +5,454 +86%
BST
434
Bath Savings Trust
Maine
$1.54M +$272K +2,013 +21%
SCA
435
Snowden Capital Advisors
New York
$1.54M +$117K +864 +8%
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54M -$184K -1,362 -10%
WB
437
Webster Bank
Connecticut
$1.51M
SF
438
Synovus Financial
Georgia
$1.49M -$260K -1,926 -14%
SLI
439
Sumitomo Life Insurance
Japan
$1.46M +$36.4K +270 +2%
GEA
440
Glen Eagle Advisors
New Jersey
$1.44M -$23.9K -177 -2%
BAC
441
Boys Arnold & Co
North Carolina
$1.42M -$28.7K -213 -2%
Thrivent Financial for Lutherans
442
Thrivent Financial for Lutherans
Minnesota
$1.42M +$25.5K +189 +2%
KRS
443
Kentucky Retirement Systems
Kentucky
$1.41M +$34.4K +255 +2%
NAMP
444
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.41M +$113K +837 +8%
NIM
445
Northeast Investment Management
Massachusetts
$1.4M -$100K -744 -7%
MLFP
446
MPS Loria Financial Planners
Illinois
$1.4M -$19.4K -144 -1%
EAM
447
Eukles Asset Management
Ohio
$1.39M +$1.43M +10,596 New
WOC
448
West Oak Capital
California
$1.38M
PGIM
449
Pacific Global Investment Management
California
$1.37M -$27.5K -204 -2%
RPI
450
Railway Pension Investments
United Kingdom
$1.37M +$1.41M +10,437 New

SHW Hedge Fund Activity: Q4 2018 in Review

924 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2018, worth a combined $28.3B — down 13% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new SHW positions and 106 closed out — a net gain of 25 holders — while 306 added to existing stakes and 330 trimmed.

The largest buyer was Capital World Investors, adding an estimated $342M. The largest seller was Fidelity Investments, cutting an estimated $436M.

  • 924 institutional investors held Sherwin-Williams (SHW) as of Q4 2018, up from 910 in Q3 2018.
  • Funds reported $28.3B of Sherwin-Williams stock for Q4 2018, down 13% quarter-over-quarter.
  • 131 funds opened new Sherwin-Williams positions in Q4 2018 and 106 closed out, a net change of +25 holders.
  • The largest Sherwin-Williams buyer in Q4 2018 was Capital World Investors, an estimated $342M added.
  • The largest Sherwin-Williams seller in Q4 2018 was Fidelity Investments, an estimated $436M sold.

Based on aggregated 13F filings for Q4 2018.