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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
SA
676
SRN Advisors
Pennsylvania
$1.77M +$528K +1,635 +48%
RPI
677
Railway Pension Investments
United Kingdom
$1.76M
SEM
678
Suncoast Equity Management
Florida
$1.75M +$38.8K +120 +2%
DI
679
DFPG Investments
Utah
$1.75M +$12.6K +39 +0.7%
FHB
680
First Hawaiian Bank
Hawaii
$1.74M +$835K +2,585 +109%
IWC
681
Integrated Wealth Concepts
Massachusetts
$1.74M -$323 -1 -0%
GWSG
682
GPS Wealth Strategies Group
Colorado
$1.71M -$10K -31 -0.6%
PDN
683
Pensionfund DSM Netherlands
Netherlands
$1.71M
AG
684
Ascent Group
Virginia
$1.69M +$1.87M +5,775 New
SWP
685
Strategic Wealth Partners
Ohio
$1.68M -$2.58K -8 -0.2%
IC
686
IEQ Capital
California
$1.68M +$108K +335 +8%
JCM
687
Jacobsen Capital Management
Utah
$1.67M -$14.9K -46 -1%
FTDI
688
First Trust Direct Indexing
Massachusetts
$1.66M +$86.6K +268 +6%
CCM
689
Cinctive Capital Management
New York
$1.65M +$1.52M +4,691 New
SBL
690
Sargent Bickham Lagudis
Colorado
$1.63M
SFMG
691
Sage Financial Management Group
Virginia
$1.63M +$1.49M +4,623 New
DCM
692
Davidson Capital Management
Texas
$1.62M +$41.4K +128 +3%
RHP
693
Royal Harbor Partners
Texas
$1.62M +$49.1K +152 +3%
Credit Agricole
694
Credit Agricole
France
$1.61M +$1.04M +3,213 +238%
BEI
695
Benjamin Edwards Inc
Missouri
$1.6M +$20K +62 +1%
BOH
696
Bank of Hawaii
Hawaii
$1.6M -$61.1K -189 -4%
BP
697
BBR Partners
New York
$1.6M
WC
698
Woodstock Corp
Massachusetts
$1.59M +$38.8K +120 +3%
KJHP
699
K.J. Harrison & Partners
Ontario, Canada
$1.59M +$470K +1,455 +48%
TWP
700
Transparent Wealth Partners
Arkansas
$1.59M +$1.46M +4,507 New

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.