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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
PFS
701
Prospera Financial Services
Texas
$1.1M +$26.4K +111 +3%
BEI
702
Benjamin Edwards Inc
Missouri
$1.1M +$4.29K +18 +0.4%
GWSG
703
GPS Wealth Strategies Group
Colorado
$1.1M +$82.9K +348 +8%
BAMF
704
BI Asset Management Fondsmaeglerselskab
Denmark
$1.1M +$2.07M +8,694 +186%
BP
705
BBR Partners
New York
$1.07M -$715 -3 -0.1%
CPA
706
Clear Perspective Advisors
Illinois
$1.07M -$50K -210 -5%
CAS
707
Cascadia Advisory Services
Oregon
$1.07M +$1.03M +4,332 New
FBT
708
First Bank & Trust
South Dakota
$1.06M +$168K +705 +20%
CC
709
Cipher Capital
New York
$1.06M +$481K +2,019 +89%
AFS
710
Aft Forsyth & Sober
Florida
$1.05M +$518K +2,175 +104%
FPS
711
Fieldpoint Private Securities
Connecticut
$1.05M -$222K -933 -18%
IWC
712
Integrated Wealth Concepts
Massachusetts
$1.04M +$29.3K +123 +3%
AA
713
Altman Advisors
Illinois
$1.03M +$310K +1,302 +45%
KBFS
714
Kohmann Bosshard Financial Services
Ohio
$1.03M -$45K -189 -4%
Daiwa Securities Group
715
Daiwa Securities Group
Japan
$1.03M +$51.5K +216 +2%
BI
716
Ballast Inc
Kentucky
$1.02M +$60K +252 +6%
PA
717
Pinnacle Associates
New York
$1.02M +$658K +2,763 +198%
IWM
718
IHT Wealth Management
Illinois
$1.02M -$7.86K -33 -0.8%
AI
719
AdvisorShares Investments
Maryland
$1.02M +$59.3K +249 +6%
LW
720
Linscomb Wealth
Texas
$1.02M -$29.3K -123 -3%
DCM
721
Dimension Capital Management
Florida
$1.01M -$20.7K -87 -2%
SEM
722
Suncoast Equity Management
Florida
$1.01M +$11.4K +48 +1%
EA
723
Ellsworth Advisors
Ohio
$997K -$129K -540 -12%
KNW
724
Kesler Norman & Wride
Utah
$996K +$8.58K +36 +0.9%
SSB
725
Sandy Spring Bank
Maryland
$994K -$4.29K -18 -0.4%

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.