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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
SICM
501
Sustainable Insight Capital Management
New York
$3.77M +$3.1M +9,608 +874%
NIM
502
Northeast Investment Management
Massachusetts
$3.76M -$121K -375 -3%
CWM
503
Cabot Wealth Management
Massachusetts
$3.75M +$10.7K +33 +0.3%
TVWM
504
Tower View Wealth Management
Wisconsin
$3.75M +$17.1K +53 +0.5%
WG
505
Welch Group
Alabama
$3.73M +$174K +537 +5%
TU
506
TDAM USA
Ontario, Canada
$3.73M -$240K -744 -7%
HCA
507
Harbour Capital Advisors
Virginia
$3.69M +$47.5K +147 +1%
MMG
508
Monetary Management Group
Missouri
$3.65M +$121K +375 +4%
TYCC
509
Texas Yale Capital Corp
Florida
$3.64M
Verition Fund Management
510
Verition Fund Management
Connecticut
$3.64M +$3.34M +10,333 New
FDS
511
Freedom Day Solutions
Texas
$3.64M -$133K -413 -4%
PFO
512
Pathstone Family Office
New Jersey
$3.61M +$103K +318 +3%
TPA
513
Trivium Point Advisory
Connecticut
$3.59M +$29.1K +90 +0.9%
KC
514
Kenfarb & Co
Kentucky
$3.59M +$3.29M +10,183 New
CAM
515
Cresset Asset Management
Illinois
$3.58M -$24.6K -76 -0.7%
RF
516
Robbins Farley
New Hampshire
$3.58M +$57.8K +179 +2%
PS
517
Pensionfund Sabic
Netherlands
$3.54M
LCH
518
Lee Capital Holdings
New York
$3.52M
VA
519
Verdad Advisers
Massachusetts
$3.52M +$1.13M +3,500 +54%
SLI
520
Sumitomo Life Insurance
Japan
$3.51M -$279K -863 -8%
EWA
521
Exencial Wealth Advisors
Oklahoma
$3.46M +$281K +870 +10%
HT
522
Heritage Trust
Oklahoma
$3.45M -$1.08M -3,357 -26%
IMRF
523
Illinois Municipal Retirement Fund
Illinois
$3.45M +$553K +1,710 +21%
IA
524
IFP Advisors
Florida
$3.41M -$48.8K -151 -2%
MA
525
Mosaic Advisors
Texas
$3.37M +$125K +386 +4%

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.