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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
HIIFS
601
Harel Insurance Investments & Financial Services
Israel
$2.41M -$12.6K -39 -0.6%
HSA
602
HBK Sorce Advisory
Pennsylvania
$2.4M -$2.26K -7 -0.1%
KA
603
Kintegral Advisory
New York
$2.39M
DI
604
DAGCO Inc
Ohio
$2.38M -$30.4K -94 -1%
MFAM
605
Motley Fool Asset Management
Virginia
$2.37M -$10K -31 -0.5%
KPWS
606
Kestra Private Wealth Services
Texas
$2.35M +$406K +1,256 +23%
VC
607
Veracity Capital
Georgia
$2.29M +$34.6K +107 +2%
CIM
608
Corda Investment Management
Texas
$2.29M +$12K +37 +0.6%
TFA
609
Tobias Financial Advisors
Florida
$2.29M +$2.1M +6,502 New
SAM
610
Sandbar Asset Management
United Kingdom
$2.28M -$17.6M -54,335 -89%
VWA
611
V Wealth Advisors
Kansas
$2.26M +$49.4K +153 +2%
CCM
612
Cox Capital Management
Massachusetts
$2.25M +$88.9K +275 +4%
ONB
613
Old National Bancorp
Indiana
$2.25M -$65.6K -203 -3%
RJT
614
Raymond James Trust
Florida
$2.25M -$70.8K -219 -3%
KRSITF
615
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.25M +$3.88K +12 +0.2%
ECM
616
Everence Capital Management
Indiana
$2.24M
APA
617
American Portfolios Advisors
New York
$2.22M +$34.9K +108 +2%
MOS
618
MGO One Seven
Ohio
$2.21M +$378K +1,169 +23%
RIM
619
Redpoint Investment Management
Australia
$2.2M -$106K -329 -5%
JAG
620
Journey Advisory Group
Kentucky
$2.2M +$17.8K +55 +0.9%
GWM
621
Geneos Wealth Management
Colorado
$2.18M +$31.3K +97 +2%
AFA
622
Abacus FCF Advisors
Florida
$2.17M
LNWWM
623
Laird Norton Wetherby Wealth Management
California
$2.17M +$102K +317 +5%
BBVA
624
Banco Bilbao Vizcaya Argentaria
Spain
$2.16M +$71.7K +222 +4%
AF
625
Arrow Financial
New York
$2.16M -$254K -786 -11%

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.