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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
TFP
651
Tilia Fiduciary Partners
North Carolina
$1.95M +$1.79M +5,526 New
HCCM
652
Hudson Canyon Capital Management
New York
$1.94M -$88.5K -274 -5%
CT
653
Chicago Trust
Illinois
$1.94M -$162K -500 -8%
ICP
654
Ironvine Capital Partners
Nebraska
$1.93M
SAM
655
Sompo Asset Management
Japan
$1.93M +$3.23K +10 +0.2%
CI
656
Cigna Investments
Connecticut
$1.93M -$680K -2,104 -28%
VCM
657
Virtue Capital Management
Tennessee
$1.92M +$334K +1,034 +23%
ASN
658
Advisory Services Network
Georgia
$1.91M +$580K +1,796 +50%
ET
659
Equitable Trust
Tennessee
$1.91M +$29.1K +90 +2%
TRIA
660
Trail Ridge Investment Advisors
Colorado
$1.9M +$1.74M +5,400 New
AF
661
Alerus Financial
North Dakota
$1.88M +$80.8K +250 +5%
EFEM
662
Eos Focused Equity Management
New York
$1.87M
TAM
663
Tealwood Asset Management
Minnesota
$1.86M -$106K -329 -6%
FFA
664
First Foundation Advisors
California
$1.85M -$37.5K -116 -2%
HH
665
HWG Holdings
Texas
$1.85M +$1.7M +5,257 New
FL
666
Fort LP
Maryland
$1.85M -$170K -527 -9%
EWM
667
Executive Wealth Management
Michigan
$1.83M +$4.52K +14 +0.3%
SWA
668
Stratos Wealth Advisors
Ohio
$1.82M +$26.5K +82 +2%
RMCM
669
Reynders McVeigh Capital Management
Massachusetts
$1.81M -$19.1K -59 -1%
BPA
670
Beacon Pointe Advisors
California
$1.81M +$485K +1,502 +41%
FCM
671
Fairbanks Capital Management
California
$1.8M -$646 -2 -0%
TCOO
672
Trust Company of Oklahoma
Oklahoma
$1.78M -$28.4K -88 -2%
KIC
673
Kensington Investment Counsel
California
$1.78M +$1.63M +5,042 New
PGFC
674
Peapack-Gladstone Financial Corp
New Jersey
$1.77M -$5.17K -16 -0.3%
ACM
675
Ativo Capital Management
Illinois
$1.77M

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.