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Sherwin-Williams

1,292 hedge funds and large institutions have $49.2B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 559 increasing their positions, 399 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 399

31% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 91

19.59% more ownership

Funds ownership: 230.15%249.74% (+20%)

1% more funds holding

Funds holding: 1,2751,292 (+17)

4% less capital invested

Capital invested by funds: $51.4B → $49.2B (-$2.18B)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

29% less call options, than puts

Call options by funds: $430M | Put options by funds: $606M

Holders
1,292
Holders Change
+17
Holders Change %
+1.33%
% of All Funds
22.69%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
559
Reduced
399
Closed
91
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
426
Adell Harriman & Carpenter
Texas
$4.21M +$1.77M +7,440 +77%
FM
427
Family Management
New York
$4.2M +$143K +600 +4%
NPA
428
Nichols & Pratt Advisers
Massachusetts
$4.18M +$3.22M +13,515 +92%
S
429
Surevest
California
$4.16M +$57.2K +240 +1%
CTA
430
Chesley Taft & Associates
Illinois
$4.13M +$7.66M +32,151 +198%
VPI
431
Value Partners Investments
Manitoba, Canada
$4.13M -$673K -2,826 -14%
PAG
432
Private Advisor Group
New Jersey
$4.12M +$119K +498 +3%
SF
433
Synovus Financial
Georgia
$4.11M +$520K +2,184 +15%
PP
434
Paloma Partners
Connecticut
$4.11M +$3.37M +14,139 +554%
SG
435
Stonnington Group
California
$4.08M +$10.4M +43,686 New
SC
436
Scotia Capital
Ontario, Canada
$4.03M +$485K +2,037 +14%
LNC
437
Lincoln National Corp
Pennsylvania
$4.02M -$525K -2,202 -12%
IMPI
438
Ilmarinen Mutual Pension Insurance
Finland
$3.98M +$3.86M +16,200 New
DWM
439
Dakota Wealth Management
Florida
$3.96M -$415K -1,743 -10%
TC
440
TAP Consulting
Missouri
$3.95M +$3.32M +13,935 +653%
IG
441
ING Group
Netherlands
$3.94M -$59.3K -249 -2%
Fidelity International
442
Fidelity International
Bermuda
$3.93M -$44.3M -185,964 -92%
SC
443
Slow Capital
California
$3.92M +$61.5K +258 +2%
Mirae Asset Global Investments
444
Mirae Asset Global Investments
South Korea
$3.91M +$1.07M +4,488 +19%
KC
445
Kingfisher Capital
North Carolina
$3.89M +$207K +867 +6%
AA
446
Ancora Advisors
Ohio
$3.88M -$350K -1,470 -9%
HTC
447
Haverford Trust Company
Pennsylvania
$3.87M -$57.9K -243 -2%
AA
448
Advisory Alpha
Michigan
$3.81M
FFBTD
449
First Financial Bank - Trust Division
Ohio
$3.8M +$45.7K +192 +1%
PDN
450
Pensionfund DSM Netherlands
Netherlands
$3.8M

SHW Hedge Fund Activity: Q1 2021 in Review

1,292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2021, worth a combined $49.2B — down 4.3% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SHW positions and 91 closed out — a net gain of 28 holders — while 559 added to existing stakes and 399 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.65B. The largest seller was Capital World Investors, cutting an estimated $495M.

  • 1,292 institutional investors held Sherwin-Williams (SHW) as of Q1 2021, up from 1,275 in Q4 2020.
  • Funds reported $49.2B of Sherwin-Williams stock for Q1 2021, down 4.3% quarter-over-quarter.
  • 119 funds opened new Sherwin-Williams positions in Q1 2021 and 91 closed out, a net change of +28 holders.
  • The largest Sherwin-Williams buyer in Q1 2021 was Geode Capital Management, an estimated $1.65B added.
  • The largest Sherwin-Williams seller in Q1 2021 was Capital World Investors, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2021.