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Sherwin-Williams

784 hedge funds and large institutions have $24.4B invested in Sherwin-Williams in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 288 increasing their positions, 267 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 64

15% more capital invested

Capital invested by funds: $21.2B → $24.4B (+$3.22B)

4.25% more ownership

Funds ownership: 219.9%224.14% (+4.2%)

2% more funds holding

Funds holding: 769784 (+15)

8% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 267

6% less call options, than puts

Call options by funds: $140M | Put options by funds: $150M

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
784
Holders Change
+15
Holders Change %
+1.95%
% of All Funds
19.55%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.52%
New
83
Increased
288
Reduced
267
Closed
64
Calls
$140M
Puts
$150M
Net Calls
-$9.06M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
476
Central Trust Company
Missouri
$896K +$15.1K +135 +2%
OMCS
477
Old Mutual Customised Solutions
South Africa
$890K
DSC
478
Duncker Streett & Co
Missouri
$877K
LD
479
Lipe & Dalton
New York
$875K
KA
480
Kovack Advisors
Florida
$869K -$70.4K -630 -8%
MA
481
Marshwinds Advisory
Georgia
$869K -$50.3K -450 -6%
EA
482
Elm Advisors
California
$860K -$16.8K -150 -2%
RA
483
Rational Advisors
New York
$842K +$805K +7,200 New
Mariner
484
Mariner
Kansas
$836K +$77.8K +696 +11%
EP
485
Elkfork Partners
Oregon
$835K -$28.2K -252 -3%
Simplex Trading
486
Simplex Trading
Illinois
$815K +$49.6K +444 +7%
W
487
Wealthfront
California
$815K +$79.5K +711 +11%
KIA
488
KCM Investment Advisors
California
$812K +$66.4K +594 +9%
WMSA
489
Weiss Multi-Strategy Advisers
New York
$805K +$769K +6,885 New
UCFA
490
United Capital Financial Advisors
Texas
$799K -$16.8K -150 -2%
II
491
IFM Investors
Australia
$799K +$217K +1,938 +40%
SM
492
Sciencast Management
New Jersey
$798K +$763K +6,825 New
OAM
493
Oppenheimer Asset Management
New York
$792K +$67.7K +606 +10%
IRF
494
IBM Retirement Fund
New York
$788K +$372K +3,333 +124%
KRSITF
495
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$779K +$8.05K +72 +1%
NIM
496
Northeast Investment Management
Massachusetts
$774K +$425K +3,801 +135%
AL
497
Airain Ltd
Guernsey
$773K -$1.06M -9,468 -59%
EOJOAM
498
E. Ohman J:or Asset Management
Sweden
$772K
HVIA
499
Hudson Valley Investment Advisors
New York
$766K -$4.36K -39 -0.6%
WSTAM
500
Wilbanks Smith & Thomas Asset Management
Virginia
$755K +$10.4K +93 +1%

SHW Hedge Fund Activity: Q2 2017 in Review

784 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2017, worth a combined $24.4B — up 15% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SHW positions and 64 closed out — a net gain of 19 holders — while 288 added to existing stakes and 267 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $347M. The largest seller was Renaissance Technologies, cutting an estimated $144M.

  • 784 institutional investors held Sherwin-Williams (SHW) as of Q2 2017, up from 769 in Q1 2017.
  • Funds reported $24.4B of Sherwin-Williams stock for Q2 2017, up 15% quarter-over-quarter.
  • 83 funds opened new Sherwin-Williams positions in Q2 2017 and 64 closed out, a net change of +19 holders.
  • The largest Sherwin-Williams buyer in Q2 2017 was Janus Henderson Group, an estimated $347M added.
  • The largest Sherwin-Williams seller in Q2 2017 was Renaissance Technologies, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2017.