We are live on ! Find out more
SHW icon

Sherwin-Williams

870 hedge funds and large institutions have $29.7B invested in Sherwin-Williams in 2018 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 305 increasing their positions, 299 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $186M | Put options by funds: $121M

28% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 69

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

8.02% more ownership

Funds ownership: 225.76%233.77% (+8%)

7% more capital invested

Capital invested by funds: $27.7B → $29.7B (+$1.97B)

2% more funds holding

Funds holding: 856870 (+14)

2% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 299

Holders
870
Holders Change
+14
Holders Change %
+1.64%
% of All Funds
19.91%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
88
Increased
305
Reduced
299
Closed
69
Calls
$186M
Puts
$121M
Net Calls
+$65.2M
Net Calls Change
+$58M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
701
First Mercantile Trust
Tennessee
$249K
PGFC
702
Peapack-Gladstone Financial Corp
New Jersey
$249K
AWM
703
AE Wealth Management
Kansas
$249K +$7.38K +57 +3%
BCM
704
BTC Capital Management
Iowa
$245K
GIM
705
Goelzer Investment Management
Indiana
$245K
IHL
706
Investment House LLC
California
$245K
ASN
707
Advisory Services Network
Georgia
$243K -$308K -2,382 -60%
DWT
708
Dorsey & Whitney Trust
South Dakota
$243K +$7.38K +57 +3%
APP
709
Avantax Planning Partners
Iowa
$242K -$23.3K -180 -9%
CHA
710
Cedar Hill Associates
Illinois
$238K
ACM
711
AlphaStar Capital Management
North Carolina
$235K +$224K +1,731 New
RIM
712
Regent Investment Management
Kentucky
$234K
GFPC
713
Global Financial Private Capital
Florida
$234K +$222K +1,719 New
MA
714
Montag & Associates
Georgia
$230K
TAM
715
Tocqueville Asset Management
New York
$230K +$219K +1,695 New
HC
716
Henshaw Capital
Massachusetts
$229K +$1.17K +9 +0.5%
ST
717
Smithfield Trust
Pennsylvania
$227K
FPS
718
Fieldpoint Private Securities
Connecticut
$225K
FNT
719
First National Trust
Pennsylvania
$223K +$7.76K +60 +4%
HB
720
Homrich & Berg
Georgia
$223K +$212K +1,641 New
BUB
721
BBVA USA Bancshares
Texas
$218K -$13.6K -105 -6%
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K +$34.9K +270 +20%
CEP
723
Chicago Equity Partners
Illinois
$212K -$21.3K -165 -10%
AWM
724
Altium Wealth Management
New York
$212K +$202K +1,560 New
PSUF
725
People's United Financial
Connecticut
$212K +$202K +1,560 New

SHW Hedge Fund Activity: Q2 2018 in Review

870 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2018, worth a combined $29.7B — up 7.1% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SHW positions and 69 closed out — a net gain of 19 holders — while 305 added to existing stakes and 299 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $274M. The largest seller was Fidelity Investments, cutting an estimated $188M.

  • 870 institutional investors held Sherwin-Williams (SHW) as of Q2 2018, up from 856 in Q1 2018.
  • Funds reported $29.7B of Sherwin-Williams stock for Q2 2018, up 7.1% quarter-over-quarter.
  • 88 funds opened new Sherwin-Williams positions in Q2 2018 and 69 closed out, a net change of +19 holders.
  • The largest Sherwin-Williams buyer in Q2 2018 was EdgePoint Investment Group, an estimated $274M added.
  • The largest Sherwin-Williams seller in Q2 2018 was Fidelity Investments, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2018.