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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
AAM
551
Azzad Asset Management
Virginia
$3.09M +$85.6K +265 +3%
SI
552
Stephens Inc
Arkansas
$3.08M -$401K -1,240 -12%
MFM
553
MD Financial Management
Ontario, Canada
$3.08M -$165K -511 -6%
DZ Bank
554
DZ Bank
Germany
$3.07M -$2.5M -7,743 -47%
CGA
555
Crescent Grove Advisors
Illinois
$3.06M -$215K -664 -7%
SPC
556
Sigma Planning Corp
Michigan
$3.06M +$78.8K +244 +3%
BRWA
557
B. Riley Wealth Advisors
Florida
$3.04M -$113K -349 -4%
CWM
558
CIBC World Markets
New York
$3.03M -$1.63M -5,058 -37%
AAM
559
Abeille Asset Management
France
$3.01M +$2.76M +8,551 New
RBA
560
Richard Bernstein Advisors
New York
$3M
VPIM
561
Vanguard Personalized Indexing Management
California
$2.98M +$502K +1,555 +22%
FMBTD
562
First Midwest Bank Trust Division
Illinois
$2.98M -$110K -341 -4%
Simplex Trading
563
Simplex Trading
Illinois
$2.96M -$1.08M -3,338 -28%
EHWM
564
Eads & Heald Wealth Management
Georgia
$2.95M -$108K -333 -4%
SFS
565
Summit Financial Strategies
Ohio
$2.93M
IB
566
Iyo Bank
Japan
$2.93M +$2.69M +8,325 New
GAM
567
Griffin Asset Management
New York
$2.93M
TIA
568
Tiemann Investment Advisors
California
$2.9M +$4.85K +15 +0.2%
FNBOMD
569
First National Bank of Mount Dora
Florida
$2.87M +$158K +490 +6%
FFS
570
Founders Financial Securities
Maryland
$2.84M -$51.4K -159 -2%
GIA
571
Gladstone Institutional Advisory
Florida
$2.79M +$494K +1,530 +24%
WG
572
Winton Group
United Kingdom
$2.79M +$1.93M +5,972 +307%
PA
573
PFG Advisors
Arizona
$2.78M +$27.5K +85 +1%
AT
574
American Trust
Kentucky
$2.78M +$2.55M +7,901 New
GCC
575
Guardian Capital (Canada)
Ontario, Canada
$2.78M -$94K -291 -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.