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Sherwin-Williams

924 hedge funds and large institutions have $28.3B invested in Sherwin-Williams in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 306 increasing their positions, 330 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2636 (+10)

24% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 106

2% more funds holding

Funds holding: 910924 (+14)

0.64% less ownership

Funds ownership: 231.81%231.17% (-0.64%)

7% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 330

13% less capital invested

Capital invested by funds: $32.5B → $28.3B (-$4.23B)

62% less call options, than puts

Call options by funds: $51M | Put options by funds: $134M

Holders
924
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
20.58%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.8%
New
131
Increased
306
Reduced
330
Closed
106
Calls
$51M
Puts
$134M
Net Calls
-$82.5M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Change in
Stake
I
501
IberiaBank
Louisiana
$966K -$1.68M -12,483 -63%
GH
502
GAM Holding
Switzerland
$945K
EOJOAM
503
E. Ohman J:or Asset Management
Sweden
$944K -$80.9K -600 -8%
EA
504
Elm Advisors
California
$934K
NAM
505
NorthCoast Asset Management
Connecticut
$933K +$960K +7,113 New
CA
506
Clearstead Advisors
Ohio
$930K -$29.9K -222 -3%
MWM
507
Mission Wealth Management
California
$927K -$161K -1,197 -14%
HAG
508
HighPoint Advisor Group
Illinois
$907K -$32K -237 -4%
MYLI
509
Meiji Yasuda Life Insurance
Japan
$905K +$80.9K +600 +10%
SWP
510
Stratos Wealth Partners
Ohio
$895K -$99.6K -738 -10%
AIM
511
Anchor Investment Management
South Carolina
$890K +$43.3K +321 +5%
BCM
512
Brookstone Capital Management
Illinois
$890K +$384K +2,844 +72%
Jane Street
513
Jane Street
New York
$879K -$254K -1,881 -22%
Holocene Advisors
514
Holocene Advisors
New York
$876K -$83.1M -615,630 -99%
MERSOM
515
Municipal Employees' Retirement System of Michigan
Michigan
$870K +$894K +6,630 New
SWP
516
Strategic Wealth Partners
Ohio
$857K
ECM
517
Everence Capital Management
Indiana
$854K
AP
518
Advisor Partners
California
$850K +$83.8K +621 +11%
KIA
519
KCM Investment Advisors
California
$841K -$13K -96 -1%
WSTAM
520
Wilbanks Smith & Thomas Asset Management
Virginia
$834K
AWCI
521
Alpine Woods Capital Investors
New York
$833K +$857K +6,351 New
RMCM
522
Reynders McVeigh Capital Management
Massachusetts
$832K -$2.02K -15 -0.2%
GGHC
523
Gilder Gagnon Howe & Co
New York
$831K -$72.9K -540 -8%
WAM
524
Wealthspire Advisors (Maryland)
Maryland
$831K -$36.8K -273 -4%
BS
525
Banco Santander
Spain
$831K +$193K +1,434 +29%

SHW Hedge Fund Activity: Q4 2018 in Review

924 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2018, worth a combined $28.3B — down 13% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new SHW positions and 106 closed out — a net gain of 25 holders — while 306 added to existing stakes and 330 trimmed.

The largest buyer was Capital World Investors, adding an estimated $342M. The largest seller was Fidelity Investments, cutting an estimated $436M.

  • 924 institutional investors held Sherwin-Williams (SHW) as of Q4 2018, up from 910 in Q3 2018.
  • Funds reported $28.3B of Sherwin-Williams stock for Q4 2018, down 13% quarter-over-quarter.
  • 131 funds opened new Sherwin-Williams positions in Q4 2018 and 106 closed out, a net change of +25 holders.
  • The largest Sherwin-Williams buyer in Q4 2018 was Capital World Investors, an estimated $342M added.
  • The largest Sherwin-Williams seller in Q4 2018 was Fidelity Investments, an estimated $436M sold.

Based on aggregated 13F filings for Q4 2018.