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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
DWA
676
Douglass Winthrop Advisors
New York
$334K
HF
677
HRT Financial
New York
$334K +$344K +2,553 New
GCA
678
Gideon Capital Advisors
New York
$332K -$49K -363 -13%
Walleye Trading
679
Walleye Trading
New York
$332K +$342K +2,535 New
VC
680
Vicus Capital
Pennsylvania
$325K
BDF
681
Balasa Dinverno & Foltz
$316K -$10.9K -81 -3%
FQ
682
First Quadrant
California
$315K
WIC
683
Wilkins Investment Counsel
Massachusetts
$315K
YMRC
684
Yorktown Management & Research Company
Virginia
$315K
BTNA
685
Bremer Trust National Association
Minnesota
$311K -$32.4K -240 -9%
PSUF
686
People's United Financial
Connecticut
$310K +$32K +237 +11%
BSW
687
Buckingham Strategic Wealth
Missouri
$309K -$68.8K -510 -18%
NF
688
Nikulski Financial
Iowa
$308K
RIM
689
Rampart Investment Management
Connecticut
$305K -$2.53M -18,723 -89%
PCM
690
Parsons Capital Management
Rhode Island
$303K
Lido Advisors
691
Lido Advisors
California
$302K +$311K +2,304 New
S
692
SignatureFD
Georgia
$300K +$53.8K +399 +21%
AI
693
Atom Investors
Texas
$295K +$303K +2,247 New
AWA
694
Arete Wealth Advisors
Illinois
$294K -$4.05K -30 -1%
LS
695
Livforsakringsbolaget Skandia
Sweden
$294K
WG
696
Welch Group
Alabama
$293K
JGUA
697
John G. Ullman & Associates
New York
$288K
FRM
698
Fox Run Management
Connecticut
$285K -$327K -2,424 -53%
LCP
699
Legacy Capital Partners
Wisconsin
$285K
CL
700
CIM LLC
New York
$281K +$9.31K +69 +3%

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.