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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
VAM
51
Vontobel Asset Management
New York
$220M -$51.8M -160,407 -21%
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$218M +$200M +619,909 New
Fayez Sarofim & Co
53
Fayez Sarofim & Co
Texas
$218M -$3.72M -11,509 -2%
MPI
54
Mairs & Power Inc
Minnesota
$191M -$5.45M -16,866 -3%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$187M -$11.1M -34,370 -6%
ProShare Advisors
56
ProShare Advisors
Maryland
$186M -$2.9M -8,983 -2%
Deutsche Bank
57
Deutsche Bank
Germany
$183M -$1.85M -5,728 -1%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$183M -$9.01M -27,894 -5%
Mawer Investment Management
59
Mawer Investment Management
Alberta, Canada
$180M +$1.2M +3,717 +0.7%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$172M -$894K -2,768 -0.6%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$171M -$5.54M -17,139 -3%
Principal Financial Group
62
Principal Financial Group
Iowa
$161M -$3.22M -9,956 -2%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$158M +$3.5M +10,829 +2%
Macquarie Group
64
Macquarie Group
Australia
$156M -$51.8M -160,392 -27%
KeyBank National Association
65
KeyBank National Association
Ohio
$156M -$3.1M -9,584 -2%
CS
66
Credit Suisse
Switzerland
$155M +$10.1M +31,252 +8%
ESCM
67
Echo Street Capital Management
New York
$151M +$1.09M +3,375 +0.8%
JFL
68
Jarislowsky, Fraser Ltd
Quebec, Canada
$151M +$2.26M +6,992 +2%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$149M +$594K +1,838 +0.4%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$147M +$16M +49,567 +13%
DC
71
Davenport & Co
Virginia
$145M -$29.6M -91,491 -18%
CAM
72
Congress Asset Management
Massachusetts
$141M -$18.8M -58,227 -13%
MRG
73
Milestone Resources Group
British Virgin Islands
$141M
Citigroup
74
Citigroup
New York
$138M +$10.6M +32,658 +9%
RJA
75
Raymond James & Associates
Florida
$137M -$67.5K -209 -0.1%

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.