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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
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$1.38M -$48.6K -204 -4%
HF
652
HRT Financial
New York
$1.38M +$1.33M +5,598 New
TMAM
653
Tokio Marine Asset Management
Japan
$1.37M +$24.3K +102 +2%
TAM
654
Tealwood Asset Management
Minnesota
$1.37M +$1.33M +5,583 New
WAM
655
Wolverine Asset Management
Illinois
$1.37M +$961K +4,032 +261%
FCM
656
Fairbanks Capital Management
California
$1.37M +$12.9K +54 +1%
CTC
657
Central Trust Company
Missouri
$1.37M -$606K -2,544 -31%
CMANY
658
Capital Management Associates (New York)
New York
$1.36M
HB
659
Homrich & Berg
Georgia
$1.36M +$1.13M +4,722 +574%
APW
660
Acima Private Wealth
Virginia
$1.36M
CIS
661
Capital International Sarl
California
$1.35M -$88.6K -372 -6%
CA
662
Cetera Advisors
Colorado
$1.35M +$231K +969 +21%
BBVA
663
Banco Bilbao Vizcaya Argentaria
Spain
$1.34M +$20.7K +87 +2%
NA
664
NewEdge Advisors
Louisiana
$1.34M +$617K +2,589 +91%
PPSG
665
Princeton Portfolio Strategies Group
New Jersey
$1.33M
AF
666
Advisornet Financial
Minnesota
$1.32M -$38.6K -162 -3%
ET
667
Equitable Trust
Tennessee
$1.31M
EFEM
668
Eos Focused Equity Management
New York
$1.31M -$95.8K -402 -7%
CW
669
CreativeOne Wealth
Kansas
$1.29M +$316K +1,326 +34%
VI
670
Vestcor Inc
New Brunswick, Canada
$1.29M +$27.2K +114 +2%
OCM
671
Orser Capital Management
Texas
$1.28M +$958K +4,020 +335%
LFS
672
Legacy Financial Strategies
Kansas
$1.28M -$4.29K -18 -0.3%
SLG
673
Stanley-Laman Group
Pennsylvania
$1.28M +$199K +837 +19%
VCM
674
Virtue Capital Management
Tennessee
$1.27M -$20.7K -87 -2%
UH
675
Unigestion Holding
Switzerland
$1.27M +$1.23M +5,163 New

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.