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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
WAM
576
Weatherly Asset Management
California
$1.92M
AAM
577
Arabesque Asset Management
United Kingdom
$1.92M +$1.86M +7,800 New
SSA
578
Schonfeld Strategic Advisors
New York
$1.92M +$1.86M +7,800 New
RWM
579
Ritholtz Wealth Management
New York
$1.91M +$276K +1,158 +18%
MAM
580
Morse Asset Management
Connecticut
$1.91M -$1.67M -6,990 -47%
BF
581
BOK Financial
Oklahoma
$1.9M -$631K -2,649 -26%
SLI
582
Sumitomo Life Insurance
Japan
$1.9M -$19.3K -81 -1%
LS
583
Livforsakringsbolaget Skandia
Sweden
$1.87M +$143K +600 +9%
ATC
584
Argent Trust Co
Tennessee
$1.86M -$67.9K -285 -4%
WOC
585
West Oak Capital
California
$1.86M
Cetera Investment Advisers
586
Cetera Investment Advisers
Illinois
$1.85M -$593K -2,487 -25%
RBA
587
Richard Bernstein Advisors
New York
$1.85M -$3.4M -14,274 -66%
WG
588
Welch Group
Alabama
$1.83M +$1.11M +4,659 +167%
ANTB
589
AMG National Trust Bank
Colorado
$1.82M
PA
590
PFG Advisors
Arizona
$1.79M +$17.9K +75 +1%
RHBC
591
R.H. Bluestein & Co
Michigan
$1.78M
FL
592
Fort LP
Maryland
$1.78M +$40.7K +171 +2%
WSTAM
593
Wilbanks Smith & Thomas Asset Management
Virginia
$1.75M +$199K +837 +13%
NFG
594
Nations Financial Group
Iowa
$1.75M +$258K +1,083 +18%
SP
595
Symmetry Partners
Connecticut
$1.73M -$120K -504 -7%
PFPT
596
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.73M +$19.3K +81 +1%
MMG
597
Monetary Management Group
Missouri
$1.72M -$214K -900 -11%
EP
598
Edgestream Partners
New Jersey
$1.72M -$8.02M -33,648 -83%
SS
599
Sunbelt Securities
Texas
$1.72M -$40K -168 -2%
DI
600
DAGCO Inc
Ohio
$1.72M -$76.5K -321 -4%

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.