Sherwin-Williams
576 hedge funds and large institutions have $22.1B invested in Sherwin-Williams in 2014 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 169 increasing their positions, 197 reducing their positions, and 30 closing their positions.
260% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 30
129% more funds holding in top 10
Funds holding in top 10: 7 → 16 (+9)
41% more capital invested
Capital invested by funds: $15.7B → $22.1B (+$6.4B)
14% more funds holding
Funds holding: 505 → 576 (+71)
5.38% more ownership
Funds ownership: 220.19% → 225.57% (+5.4%)
14% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 197
44% less call options, than puts
Call options by funds: $122M | Put options by funds: $218M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$191M |
| 2 |
O
OppenheimerFunds
New York
|
+$129M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$116M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$80.6M |
| 5 |
JP Morgan Chase
New York
|
+$46.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$466M |
| 2 |
Bank of New York Mellon
New York
|
-$114M |
| 3 |
Goldman Sachs
New York
|
-$110M |
| 4 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$71.6M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$61.2M |
SHW Hedge Fund Activity: Q4 2014 in Review
576 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2014, worth a combined $22.1B — up 41% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new SHW positions and 30 closed out — a net gain of 78 holders — while 169 added to existing stakes and 197 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was T. Rowe Price Associates, cutting an estimated $466M.
- 576 institutional investors held Sherwin-Williams (SHW) as of Q4 2014, up from 505 in Q3 2014.
- Funds reported $22.1B of Sherwin-Williams stock for Q4 2014, up 41% quarter-over-quarter.
- 108 funds opened new Sherwin-Williams positions in Q4 2014 and 30 closed out, a net change of +78 holders.
- The largest Sherwin-Williams buyer in Q4 2014 was Fidelity Investments, an estimated $191M added.
- The largest Sherwin-Williams seller in Q4 2014 was T. Rowe Price Associates, an estimated $466M sold.
Based on aggregated 13F filings for Q4 2014.