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Sherwin-Williams

870 hedge funds and large institutions have $29.7B invested in Sherwin-Williams in 2018 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 305 increasing their positions, 299 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $186M | Put options by funds: $121M

28% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 69

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

8.02% more ownership

Funds ownership: 225.76%233.77% (+8%)

7% more capital invested

Capital invested by funds: $27.7B → $29.7B (+$1.97B)

2% more funds holding

Funds holding: 856870 (+14)

2% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 299

Holders
870
Holders Change
+14
Holders Change %
+1.64%
% of All Funds
19.91%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
88
Increased
305
Reduced
299
Closed
69
Calls
$186M
Puts
$121M
Net Calls
+$65.2M
Net Calls Change
+$58M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
501
ClearArc Capital
Ohio
$862K +$7.76K +60 +1%
KIA
502
KCM Investment Advisors
California
$857K -$153K -1,185 -16%
RIM
503
Redpoint Investment Management
Australia
$857K
VIG
504
Vienna Insurance Group
Poland
$844K +$17.5K +135 +2%
CWM
505
Calamos Wealth Management
Illinois
$843K +$803K +6,204 New
CFG
506
Citizens Financial Group
Rhode Island
$842K
SG Americas Securities
507
SG Americas Securities
New York
$841K -$3.56M -27,510 -82%
SPC
508
Sigma Planning Corp
Michigan
$835K +$26K +201 +3%
MIH
509
Meitav Investment House
Israel
$831K -$98.2K -759 -11%
SWP
510
Strategic Wealth Partners
Ohio
$825K -$165K -1,275 -17%
AAF
511
Andra AP-fonden
Sweden
$815K -$1.79M -13,800 -70%
HM
512
Harvest Management
New York
$815K
PTC
513
Provident Trust Company
Wisconsin
$805K
WAM
514
Wealthspire Advisors (Maryland)
Maryland
$800K -$2.72K -21 -0.4%
ICP
515
Ironvine Capital Partners
Nebraska
$796K
AP
516
Advisor Partners
California
$791K +$71K +549 +10%
SWP
517
Stratos Wealth Partners
Ohio
$789K +$98.2K +759 +15%
AIM
518
Anchor Investment Management
South Carolina
$783K +$155K +1,197 +26%
CPA
519
Clear Perspective Advisors
Illinois
$774K -$77.6K -600 -10%
LWS
520
Lucia Wealth Services
California
$773K
PA
521
Profund Advisors
Maryland
$770K -$336K -2,598 -31%
CI
522
Conning Inc
Connecticut
$768K
BST
523
Bath Savings Trust
Maine
$763K +$727K +5,616 New
CGT
524
Capital Guardian Trust
California
$756K -$127K -981 -15%
FA
525
FDx Advisors
Illinois
$755K -$1.2M -9,294 -63%

SHW Hedge Fund Activity: Q2 2018 in Review

870 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2018, worth a combined $29.7B — up 7.1% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SHW positions and 69 closed out — a net gain of 19 holders — while 305 added to existing stakes and 299 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $274M. The largest seller was Fidelity Investments, cutting an estimated $188M.

  • 870 institutional investors held Sherwin-Williams (SHW) as of Q2 2018, up from 856 in Q1 2018.
  • Funds reported $29.7B of Sherwin-Williams stock for Q2 2018, up 7.1% quarter-over-quarter.
  • 88 funds opened new Sherwin-Williams positions in Q2 2018 and 69 closed out, a net change of +19 holders.
  • The largest Sherwin-Williams buyer in Q2 2018 was EdgePoint Investment Group, an estimated $274M added.
  • The largest Sherwin-Williams seller in Q2 2018 was Fidelity Investments, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2018.