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Sherwin-Williams

894 hedge funds and large institutions have $29B invested in Sherwin-Williams in 2017 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 287 increasing their positions, 295 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 47

101% more call options, than puts

Call options by funds: $188M | Put options by funds: $93.6M

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

14% more funds holding

Funds holding: 783894 (+111)

14% more capital invested

Capital invested by funds: $25.5B → $29B (+$3.48B)

3% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 295

1.71% less ownership

Funds ownership: 229.39%227.68% (-1.7%)

Holders
894
Holders Change
+111
Holders Change %
+14.18%
% of All Funds
20.27%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.63%
New
165
Increased
287
Reduced
295
Closed
47
Calls
$188M
Puts
$93.6M
Net Calls
+$94.3M
Net Calls Change
-$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
551
Edgestream Partners
New Jersey
$807K +$118K +894 +18%
IA
552
IFP Advisors
Florida
$799K -$177K -1,347 -19%
Parallax Volatility Advisers
553
Parallax Volatility Advisers
California
$794K +$764K +5,808 New
CI
554
Conning Inc
Connecticut
$793K +$3.94K +30 +0.5%
CA
555
Clearstead Advisors
Ohio
$786K +$16.2K +123 +2%
SPC
556
Sigma Planning Corp
Michigan
$783K +$21.7K +165 +3%
LWS
557
Lucia Wealth Services
California
$778K +$748K +5,691 New
AP
558
Advisor Partners
California
$772K +$147K +1,119 +26%
SWP
559
Strategic Wealth Partners
Ohio
$752K +$766K +5,823 New
FMP
560
Financial Management Professionals
Texas
$738K
PPSG
561
Princeton Portfolio Strategies Group
New Jersey
$738K
EMG
562
Ellington Management Group
Connecticut
$738K +$710K +5,400 New
Mariner
563
Mariner
Kansas
$737K -$111K -843 -14%
NIM
564
NuWave Investment Management
New Jersey
$734K +$706K +5,367 New
MYLI
565
Meiji Yasuda Life Insurance
Japan
$730K +$181K +1,380 +35%
CAN
566
Cetera Advisor Networks
California
$722K -$2.37K -18 -0.3%
RJT
567
Raymond James Trust
Florida
$701K +$203K +1,542 +43%
SAM
568
Silvercrest Asset Management
New York
$692K +$76.9K +585 +13%
WAM
569
Wealthspire Advisors (Maryland)
Maryland
$681K -$13.4K -102 -2%
BMM
570
Berkshire Money Management
Massachusetts
$679K +$1.58K +12 +0.2%
HSA
571
HBK Sorce Advisory
Pennsylvania
$675K +$159K +1,206 +32%
BBA
572
BLB&B Advisors
Pennsylvania
$668K -$1.18K -9 -0.2%
BWM
573
Bernicke Wealth Management
Wisconsin
$665K +$39K +297 +7%
WPA
574
Winning Points Advisors
Florida
$656K +$631K +4,800 New
CRC
575
Curi RMB Capital
Illinois
$656K +$631K +4,803 New

SHW Hedge Fund Activity: Q4 2017 in Review

894 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2017, worth a combined $29B — up 14% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new SHW positions and 47 closed out — a net gain of 118 holders — while 287 added to existing stakes and 295 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $195M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $229M sold.

  • 894 institutional investors held Sherwin-Williams (SHW) as of Q4 2017, up from 783 in Q3 2017.
  • Funds reported $29B of Sherwin-Williams stock for Q4 2017, up 14% quarter-over-quarter.
  • 165 funds opened new Sherwin-Williams positions in Q4 2017 and 47 closed out, a net change of +118 holders.
  • The largest Sherwin-Williams buyer in Q4 2017 was T. Rowe Price Associates, an estimated $195M added.
  • The largest Sherwin-Williams seller in Q4 2017 was Point72 Asset Management, an estimated $229M sold.

Based on aggregated 13F filings for Q4 2017.