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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
UBS Group
26
UBS Group
Switzerland
$461M +$5.47M +16,922 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$449M +$19.1M +58,987 +5%
American Century Companies
28
American Century Companies
Missouri
$448M +$5.11M +15,801 +1%
Barclays
29
Barclays
United Kingdom
$432M +$63.2M +195,742 +19%
Wells Fargo
30
Wells Fargo
California
$431M -$232M -718,048 -37%
Charles Schwab
31
Charles Schwab
California
$427M -$27.4M -84,665 -7%
PPA
32
Parametric Portfolio Associates
Washington
$420M +$443K +1,371 +0.1%
CIC
33
Chilton Investment Company
Connecticut
$412M +$3.88M +11,997 +1%
Invesco
34
Invesco
Georgia
$360M +$14.6M +45,068 +5%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$355M -$6.36M -19,680 -2%
UBS AM
36
UBS AM
Illinois
$352M +$8.3M +25,688 +3%
FCM
37
Farallon Capital Management
California
$335M -$6.07M -18,800 -2%
Swiss National Bank
38
Swiss National Bank
Switzerland
$335M -$17.7M -54,700 -5%
Allianz Asset Management
39
Allianz Asset Management
Germany
$312M +$186M +575,218 +185%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$302M -$9.52M -29,475 -3%
PI
41
Putnam Investments
Massachusetts
$287M -$18.8M -58,101 -7%
Diamond Hill Capital Management
42
Diamond Hill Capital Management
Ohio
$285M -$18.8M -58,033 -7%
Franklin Resources
43
Franklin Resources
California
$285M -$16.3M -50,418 -6%
Federated Hermes
44
Federated Hermes
Pennsylvania
$279M -$17.6M -54,476 -6%
Alkeon Capital Management
45
Alkeon Capital Management
New York
$260M
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$256M -$7.46M -23,097 -3%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$238M +$2.95M +9,118 +1%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$230M -$31.4M -97,067 -13%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$229M -$40.3M -124,602 -16%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$223M -$685K -2,119 -0.3%

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.