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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
SC
451
Settian Capital
New York
$4.97M +$4.56M +14,125 New
AAS
452
Ameritas Advisory Services
Nebraska
$4.94M +$4.53M +14,029 New
NA
453
NewEdge Advisors
Louisiana
$4.94M +$2.24M +6,932 +98%
BGDI
454
BW Gestao de Investimentos
Brazil
$4.92M -$11M -34,090 -71%
CAPTRUST Financial Advisors
455
CAPTRUST Financial Advisors
North Carolina
$4.91M +$359K +1,111 +9%
KFS
456
Kelly Financial Services
Massachusetts
$4.89M
CPA
457
Capital Planning Advisors
California
$4.82M -$33.3K -103 -0.7%
MAM
458
Marketfield Asset Management
New York
$4.81M -$85.3K -264 -2%
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$4.78M -$322K -997 -7%
TRCT
460
Tower Research Capital (TRC)
New York
$4.76M +$1.7M +5,262 +64%
FPOC
461
Financial Planners of Cleveland
Ohio
$4.75M +$4.59M +14,207 New
RT
462
Rockland Trust
Massachusetts
$4.74M -$334K -1,035 -7%
BHWM
463
Beaird Harris Wealth Management
Texas
$4.72M +$4.33M +13,401 New
BFIM
464
Beese Fulmer Investment Management
Ohio
$4.72M +$149K +460 +4%
CIM
465
Corbyn Investment Management
Maryland
$4.7M -$5.04M -15,587 -54%
FT
466
Fiduciary Trust
Massachusetts
$4.7M +$210K +650 +5%
KP
467
Keel Point
Alabama
$4.68M -$226K -698 -5%
AIM
468
Anchor Investment Management
South Carolina
$4.66M +$2.58K +8 +0.1%
RSWM
469
Robertson Stephens Wealth Management
California
$4.64M +$4.26M +13,185 New
FIS
470
Fundsmith Investment Services
Mauritius
$4.58M +$4.85K +15 +0.1%
SFA
471
Sequoia Financial Advisors
Ohio
$4.51M +$2.05M +6,350 +98%
EAM
472
Eukles Asset Management
Ohio
$4.43M +$106K +328 +3%
RWM
473
Ritholtz Wealth Management
New York
$4.42M +$1.92M +5,948 +90%
WAM
474
Wolverine Asset Management
Illinois
$4.4M +$4.04M +12,500 New
WFG
475
Wills Financial Group
Virginia
$4.36M +$16.5K +51 +0.4%

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.