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Sherwin-Williams

956 hedge funds and large institutions have $32.8B invested in Sherwin-Williams in 2019 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 332 increasing their positions, 341 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 62

32% more call options, than puts

Call options by funds: $206M | Put options by funds: $156M

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

7% more capital invested

Capital invested by funds: $30.6B → $32.8B (+$2.18B)

2.82% more ownership

Funds ownership: 230.48%233.3% (+2.8%)

2% more funds holding

Funds holding: 935956 (+21)

3% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 341

Holders
956
Holders Change
+21
Holders Change %
+2.25%
% of All Funds
20.76%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.63%
New
94
Increased
332
Reduced
341
Closed
62
Calls
$206M
Puts
$156M
Net Calls
+$49.5M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$253M -$25M -167,427 -9%
Legal & General Group
27
Legal & General Group
United Kingdom
$233M +$2.51M +16,800 +1%
A
28
AustralianSuper
Australia
$232M
FAM
29
Fred Alger Management
New York
$220M +$33.3M +222,930 +18%
Winslow Capital Management
30
Winslow Capital Management
Minnesota
$218M +$30.1M +201,477 +16%
FCM
31
Farallon Capital Management
California
$213M +$36.6M +244,608 +21%
PI
32
Putnam Investments
Massachusetts
$206M -$11.3M -75,396 -5%
CIC
33
Chilton Investment Company
Connecticut
$201M -$16.5M -110,721 -8%
UBS AM
34
UBS AM
Illinois
$197M -$28.2M -188,418 -13%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$193M +$23.6M +158,163 +14%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$188M -$17.6M -117,855 -9%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$180M -$26.5M -177,123 -13%
Charles Schwab
38
Charles Schwab
California
$179M +$9.71M +64,944 +6%
PPA
39
Parametric Portfolio Associates
Washington
$179M -$336K -2,247 -0.2%
Ameriprise
40
Ameriprise
Minnesota
$157M -$46.3M -310,101 -23%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$151M +$9.56M +63,963 +7%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$146M -$13.4M -89,712 -9%
VNIM
43
Vaughan Nelson Investment Management
Texas
$144M +$10.6M +71,025 +8%
DZ Bank
44
DZ Bank
Germany
$132M +$129M +863,100 +47,950%
WRF
45
Waddell & Reed Financial
Kansas
$131M +$10.6M +70,965 +9%
IAM
46
Iridian Asset Management
Connecticut
$128M -$5.24M -35,037 -4%
Swiss National Bank
47
Swiss National Bank
Switzerland
$125M -$4.12M -27,600 -3%
Federated Hermes
48
Federated Hermes
Pennsylvania
$123M -$15.9M -106,611 -12%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$118M +$482K +3,225 +0.4%
Barclays
50
Barclays
United Kingdom
$113M +$74.6M +499,194 +207%

SHW Hedge Fund Activity: Q2 2019 in Review

956 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2019, worth a combined $32.8B — up 7.1% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SHW positions and 62 closed out — a net gain of 32 holders — while 332 added to existing stakes and 341 trimmed.

The largest buyer was Nuveen, adding an estimated $404M. The largest seller was Marsico Capital Management, cutting an estimated $89.9M.

  • 956 institutional investors held Sherwin-Williams (SHW) as of Q2 2019, up from 935 in Q1 2019.
  • Funds reported $32.8B of Sherwin-Williams stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 94 funds opened new Sherwin-Williams positions in Q2 2019 and 62 closed out, a net change of +32 holders.
  • The largest Sherwin-Williams buyer in Q2 2019 was Nuveen, an estimated $404M added.
  • The largest Sherwin-Williams seller in Q2 2019 was Marsico Capital Management, an estimated $89.9M sold.

Based on aggregated 13F filings for Q2 2019.