We are live on ! Find out more
SHW icon

Sherwin-Williams

924 hedge funds and large institutions have $28.3B invested in Sherwin-Williams in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 306 increasing their positions, 330 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2636 (+10)

24% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 106

2% more funds holding

Funds holding: 910924 (+14)

0.64% less ownership

Funds ownership: 231.81%231.17% (-0.64%)

7% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 330

13% less capital invested

Capital invested by funds: $32.5B → $28.3B (-$4.23B)

62% less call options, than puts

Call options by funds: $51M | Put options by funds: $134M

Holders
924
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
20.58%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.8%
New
131
Increased
306
Reduced
330
Closed
106
Calls
$51M
Puts
$134M
Net Calls
-$82.5M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
626
Tower Research Capital (TRC)
New York
$455K +$397K +2,940 +557%
Teacher Retirement System of Texas
627
Teacher Retirement System of Texas
Texas
$452K -$3.55M -26,292 -88%
GT
628
Glenview Trust
Kentucky
$450K -$58.7K -435 -11%
VI
629
Versor Investments
New York
$450K +$463K +3,429 New
MCWS
630
McKinley Carter Wealth Services
West Virginia
$449K -$46.5K -345 -9%
SIC
631
SFE Investment Counsel
California
$449K
TI
632
Trexquant Investment
Connecticut
$436K -$5.37M -39,783 -92%
FIM
633
Fruth Investment Management
Texas
$432K
ASN
634
Advisory Services Network
Georgia
$424K +$217K +1,611 +100%
SPIA
635
Steward Partners Investment Advisory
New York
$423K +$319K +2,364 +275%
CSS
636
Cubist Systematic Strategies
Connecticut
$421K -$193K -1,428 -31%
DSI
637
Daiwa SB Investments
Japan
$421K +$36.4K +270 +9%
WG
638
Winton Group
United Kingdom
$413K +$91.1K +675 +27%
FWCM
639
Ferguson Wellman Capital Management
Oregon
$410K
WSFS
640
Wilmington Savings Fund Society
Delaware
$410K
HT
641
Heritage Trust
Oklahoma
$407K
MAM
642
Marquette Asset Management
Minnesota
$404K
PWW
643
Pettyjohn Wood & White
Virginia
$402K -$20.2K -150 -5%
FCBT
644
First Citizens Bank & Trust
North Carolina
$400K +$809 +6 +0.2%
RG
645
Rikoon Group
New Mexico
$398K -$134K -990 -25%
PGA
646
Portland Global Advisors
Maine
$398K
TPWA
647
TRUE Private Wealth Advisors
Oregon
$394K -$7.29K -54 -2%
1IA
648
1834 Investment Advisors
Wisconsin
$393K
GFA
649
Gifford Fong Associates
California
$393K
RWA
650
Ropes Wealth Advisors
Massachusetts
$393K

SHW Hedge Fund Activity: Q4 2018 in Review

924 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2018, worth a combined $28.3B — down 13% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new SHW positions and 106 closed out — a net gain of 25 holders — while 306 added to existing stakes and 330 trimmed.

The largest buyer was Capital World Investors, adding an estimated $342M. The largest seller was Fidelity Investments, cutting an estimated $436M.

  • 924 institutional investors held Sherwin-Williams (SHW) as of Q4 2018, up from 910 in Q3 2018.
  • Funds reported $28.3B of Sherwin-Williams stock for Q4 2018, down 13% quarter-over-quarter.
  • 131 funds opened new Sherwin-Williams positions in Q4 2018 and 106 closed out, a net change of +25 holders.
  • The largest Sherwin-Williams buyer in Q4 2018 was Capital World Investors, an estimated $342M added.
  • The largest Sherwin-Williams seller in Q4 2018 was Fidelity Investments, an estimated $436M sold.

Based on aggregated 13F filings for Q4 2018.