We are live on ! Find out more
SHW icon

Sherwin-Williams

1,190 hedge funds and large institutions have $49B invested in Sherwin-Williams in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 454 increasing their positions, 379 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 61

22% more capital invested

Capital invested by funds: $40.2B → $49B (+$8.81B)

20% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 379

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

6% more funds holding

Funds holding: 1,1181,190 (+72)

2.39% more ownership

Funds ownership: 229.68%232.07% (+2.4%)

19% less call options, than puts

Call options by funds: $436M | Put options by funds: $536M

Holders
1,190
Holders Change
+72
Holders Change %
+6.44%
% of All Funds
24.01%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.75%
New
140
Increased
454
Reduced
379
Closed
61
Calls
$436M
Puts
$536M
Net Calls
-$100M
Net Calls Change
-$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$337M +$10.1M +46,356 +3%
Barclays
27
Barclays
United Kingdom
$319M +$163M +745,656 +119%
Charles Schwab
28
Charles Schwab
California
$306M +$8.2M +37,542 +3%
CIC
29
Chilton Investment Company
Connecticut
$288M +$2.45M +11,217 +0.9%
UBS Group
30
UBS Group
Switzerland
$284M +$8.9M +40,755 +3%
FAM
31
Fred Alger Management
New York
$284M +$25.7M +117,477 +11%
DZ Bank
32
DZ Bank
Germany
$284M -$121M -554,964 -31%
FCM
33
Farallon Capital Management
California
$283M -$27.6M -126,603 -9%
WCM Investment Management
34
WCM Investment Management
California
$281M +$94.6M +433,281 +56%
Capital Research Global Investors
35
Capital Research Global Investors
California
$280M -$1.31K -6 -0%
PPA
36
Parametric Portfolio Associates
Washington
$269M -$5.59M -25,617 -2%
FPP
37
Findlay Park Partners
United Kingdom
$256M
VAM
38
Vontobel Asset Management
New York
$256M -$93.2M -426,729 -29%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241M +$45.6M +208,746 +25%
PI
40
Putnam Investments
Massachusetts
$238M -$6.28M -28,782 -3%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$235M -$27.4M -125,286 -11%
MG
42
Meritage Group
California
$229M -$52.7M -241,212 -20%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$229M +$3.47M +15,870 +2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$222M -$6.68M -30,600 -3%
UBS AM
45
UBS AM
Illinois
$218M -$452K -2,070 -0.2%
Invesco
46
Invesco
Georgia
$215M -$20.8M -95,391 -9%
Federated Hermes
47
Federated Hermes
Pennsylvania
$193M +$11M +50,430 +6%
Diamond Hill Capital Management
48
Diamond Hill Capital Management
Ohio
$179M -$9.03M -41,367 -5%
VNIM
49
Vaughan Nelson Investment Management
Texas
$177M +$1.9M +8,685 +1%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$176M +$7.34M +33,603 +5%

SHW Hedge Fund Activity: Q3 2020 in Review

1,190 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q3 2020, worth a combined $49B — up 22% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SHW positions and 61 closed out — a net gain of 79 holders — while 454 added to existing stakes and 379 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $186M. The largest seller was Viking Global Investors, exiting entirely with an estimated $230M sold.

  • 1,190 institutional investors held Sherwin-Williams (SHW) as of Q3 2020, up from 1,118 in Q2 2020.
  • Funds reported $49B of Sherwin-Williams stock for Q3 2020, up 22% quarter-over-quarter.
  • 140 funds opened new Sherwin-Williams positions in Q3 2020 and 61 closed out, a net change of +79 holders.
  • The largest Sherwin-Williams buyer in Q3 2020 was 1832 Asset Management, an estimated $186M added.
  • The largest Sherwin-Williams seller in Q3 2020 was Viking Global Investors, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2020.