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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
CG
726
Colony Group
Massachusetts
$1.42M +$35.9K +111 +3%
IA
727
IndexIQ Advisors
New York
$1.42M -$43K -133 -3%
DCM
728
Dimension Capital Management
Florida
$1.42M
CG
729
Caprock Group
Idaho
$1.42M -$74K -229 -5%
EA
730
Ellsworth Advisors
Ohio
$1.42M
KNW
731
Kesler Norman & Wride
Utah
$1.41M -$19.1K -59 -1%
BCM
732
Brookstone Capital Management
Illinois
$1.4M +$150K +464 +12%
CL
733
CIM LLC
New York
$1.39M -$90.8K -281 -6%
CA
734
Cortland Associates
Missouri
$1.37M
LCOV
735
London Company of Virginia
Virginia
$1.37M
RE
736
RBC Europe
United Kingdom
$1.37M +$1.18M +3,652 +1,485%
SFG
737
SevenBridge Financial Group
Pennsylvania
$1.36M
FB
738
Fulton Bank
Pennsylvania
$1.35M +$102K +315 +9%
STAS
739
Strong Tower Advisory Services
Minnesota
$1.35M -$36.5K -113 -3%
KBFS
740
Kohmann Bosshard Financial Services
Ohio
$1.34M +$646 +2 +0.1%
OCM
741
One Capital Management
California
$1.34M +$1.23M +3,811 New
CK
742
Cohen Klingenstein
New York
$1.34M
FBT
743
First Bank & Trust
South Dakota
$1.33M -$65.3K -202 -5%
MYAM
744
Meiji Yasuda Asset Management
Japan
$1.33M +$53.3K +165 +5%
FRA
745
Frank Rimerman Advisors
California
$1.33M +$158K +490 +15%
HIA
746
Harbor Investment Advisory
Maryland
$1.33M +$10.7K +33 +0.9%
AWM
747
Altium Wealth Management
New York
$1.33M +$158K +488 +15%
AA
748
Altman Advisors
Illinois
$1.32M -$4.2K -13 -0.3%
VI
749
Vestcor Inc
New Brunswick, Canada
$1.32M -$237K -734 -16%
AI
750
AdvisorShares Investments
Maryland
$1.3M -$222K -686 -16%

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.