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Sherwin-Williams

1,292 hedge funds and large institutions have $49.2B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 559 increasing their positions, 399 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 399

31% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 91

19.59% more ownership

Funds ownership: 230.15%249.74% (+20%)

1% more funds holding

Funds holding: 1,2751,292 (+17)

4% less capital invested

Capital invested by funds: $51.4B → $49.2B (-$2.18B)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

29% less call options, than puts

Call options by funds: $430M | Put options by funds: $606M

Holders
1,292
Holders Change
+17
Holders Change %
+1.33%
% of All Funds
22.69%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
559
Reduced
399
Closed
91
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
526
Knights of Columbus Asset Advisors
Connecticut
$2.5M +$77.9K +327 +3%
PS
527
Pensionfund Sabic
Netherlands
$2.47M -$357K -1,500 -13%
HCA
528
Harbour Capital Advisors
Virginia
$2.47M +$2.39M +10,041 New
KIA
529
KCM Investment Advisors
California
$2.38M +$303K +1,272 +15%
OC
530
Oppenheimer & Co
New York
$2.38M -$80.1K -336 -3%
HAG
531
HighPoint Advisor Group
Illinois
$2.37M +$4.44M +18,627 +202%
Lido Advisors
532
Lido Advisors
California
$2.34M +$485K +2,037 +27%
BAM
533
Blueshift Asset Management
New Jersey
$2.33M -$9.38M -39,372 -81%
PWPS
534
Pinnacle Wealth Planning Services
Ohio
$2.29M +$917K +3,849 +71%
EOJOAM
535
E. Ohman J:or Asset Management
Sweden
$2.29M +$1.14M +4,800 +107%
MA
536
Mosaic Advisors
Texas
$2.28M +$24.3K +102 +1%
AAM
537
Azzad Asset Management
Virginia
$2.28M -$112K -468 -5%
EI
538
Ethic Inc
New York
$2.27M +$717K +3,009 +48%
IIA
539
ICW Investment Advisors
Arizona
$2.25M +$32.9K +138 +2%
LRPA
540
L. Roy Papp & Associates
Arizona
$2.25M
IA
541
IFP Advisors
Florida
$2.24M +$429K +1,800 +25%
CI
542
Cigna Investments
Connecticut
$2.24M +$13.6K +57 +0.6%
GEA
543
Glen Eagle Advisors
New Jersey
$2.23M -$21.4K -90 -1%
MSE
544
MUFG Securities EMEA
United Kingdom
$2.21M -$7.15M -30,000 -53%
MHP
545
Manatuck Hill Partners
Connecticut
$2.21M +$6.43M +27,000 New
FMBTD
546
First Midwest Bank Trust Division
Illinois
$2.2M -$38.6K -162 -2%
Wealthfront Advisers
547
Wealthfront Advisers
California
$2.17M +$70K +294 +3%
AOWM
548
Alpha Omega Wealth Management
Virginia
$2.16M -$142K -597 -6%
BCV
549
Banque Cantonale Vaudoise
Switzerland
$2.16M +$500K +2,100 +31%
TPA
550
Trivium Point Advisory
Connecticut
$2.15M +$1.27M +5,325 +157%

SHW Hedge Fund Activity: Q1 2021 in Review

1,292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2021, worth a combined $49.2B — down 4.3% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SHW positions and 91 closed out — a net gain of 28 holders — while 559 added to existing stakes and 399 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.65B. The largest seller was Capital World Investors, cutting an estimated $495M.

  • 1,292 institutional investors held Sherwin-Williams (SHW) as of Q1 2021, up from 1,275 in Q4 2020.
  • Funds reported $49.2B of Sherwin-Williams stock for Q1 2021, down 4.3% quarter-over-quarter.
  • 119 funds opened new Sherwin-Williams positions in Q1 2021 and 91 closed out, a net change of +28 holders.
  • The largest Sherwin-Williams buyer in Q1 2021 was Geode Capital Management, an estimated $1.65B added.
  • The largest Sherwin-Williams seller in Q1 2021 was Capital World Investors, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2021.