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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
MAFM
626
Mid Atlantic Financial Management
Pennsylvania
$1.53M +$95.1K +399 +7%
SCM
627
Shelton Capital Management
Colorado
$1.52M +$722K +3,030 +96%
CFGS
628
Concourse Financial Group Securities
Alabama
$1.52M +$433K +1,818 +17%
QI
629
QS Investors
New York
$1.52M -$41.5K -174 -3%
PFO
630
Pathstone Family Office
New Jersey
$1.51M +$1.45M +6,081 +15,592%
CLOS
631
Compagnie Lombard Odier SCmA
Switzerland
$1.49M +$9.29K +39 +0.7%
BCM
632
Bayesian Capital Management
New York
$1.48M +$811K +3,405 +131%
PTC
633
Provident Trust Company
Wisconsin
$1.46M
SAM
634
Sompo Asset Management
Japan
$1.45M -$672K -2,820 -32%
BCM
635
Barometer Capital Management
Ontario, Canada
$1.45M -$1.86M -7,815 -31%
CCM
636
Cox Capital Management
Massachusetts
$1.45M -$42.2K -177 -3%
BFEC
637
Benjamin F. Edwards & Company
Missouri
$1.43M -$12.2K -51 -0.9%
RMCM
638
Reynders McVeigh Capital Management
Massachusetts
$1.43M -$103K -432 -7%
MFAM
639
Motley Fool Asset Management
Virginia
$1.43M +$33.6K +141 +2%
SPIA
640
Steward Partners Investment Advisory
New York
$1.42M +$354K +1,485 +35%
EA
641
Elm Advisors
California
$1.42M
CWM
642
Chesapeake Wealth Management
Virginia
$1.42M -$435K -1,827 -24%
EWM
643
Executive Wealth Management
Michigan
$1.42M +$1.43K +6 +0.1%
JAG
644
Journey Advisory Group
Kentucky
$1.42M +$17.9K +75 +1%
MWM
645
Mission Wealth Management
California
$1.42M +$20.7K +87 +2%
RJT
646
Raymond James Trust
Florida
$1.42M +$125K +525 +10%
VWA
647
V Wealth Advisors
Kansas
$1.41M +$1.37M +5,739 New
MHIC
648
Marble Harbor Investment Counsel
Massachusetts
$1.41M +$10.7K +45 +0.8%
GIM
649
Groesbeck Investment Management
New Jersey
$1.4M +$2.79M +11,715 +221%
ICP
650
Ironvine Capital Partners
Nebraska
$1.39M

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.