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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
WAOTB
651
Wealth Advisors of Tampa Bay
Florida
$393K
MMG
652
Monetary Management Group
Missouri
$393K +$243K +1,800 +150%
SS
653
Sunbelt Securities
Texas
$392K +$3.24K +24 +0.8%
ACM
654
AlphaCrest Capital Management
New York
$392K +$404K +2,991 New
PG
655
Pendal Group
Australia
$390K +$1.21K +9 +0.3%
MAM
656
Morse Asset Management
Connecticut
$382K
FMT
657
First Mercantile Trust
Tennessee
$382K +$122K +903 +45%
GCC
658
Guardian Capital (Canada)
Ontario, Canada
$380K +$391K +2,895 New
CCA
659
Checchi Capital Advisers
California
$375K -$59.5K -441 -13%
BBA
660
BLB&B Advisors
Pennsylvania
$368K -$79.3K -588 -17%
PA
661
Parallel Advisors
California
$367K +$25.5K +189 +7%
SS
662
Simplicity Solutions
Minnesota
$364K +$374K +2,772 New
CI
663
CX Institutional
Indiana
$360K +$364K +2,700 +5,625%
CRC
664
Curi RMB Capital
Illinois
$358K -$15K -111 -4%
VF
665
Virtu Financial
New York
$356K -$1.13M -8,352 -75%
FA
666
FDx Advisors
Illinois
$356K -$490K -3,630 -57%
II
667
Inspire Investing
Idaho
$355K +$25.5K +189 +8%
IB
668
Intrust Bank
Kansas
$354K -$6.07K -45 -2%
CS
669
Cannell & Spears
New York
$353K
LOAME
670
Lombard Odier Asset Management (Europe)
United Kingdom
$351K
Bessemer Group
671
Bessemer Group
New Jersey
$344K +$7.69K +57 +2%
SRAM
672
Stone Ridge Asset Management
New York
$343K
Mirae Asset Global Investments
673
Mirae Asset Global Investments
South Korea
$341K -$55.4K -411 -14%
AF
674
Advisornet Financial
Minnesota
$341K -$14.6K -108 -4%
RIL
675
Rothschild Investment LLC
Illinois
$341K

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.