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
BWM
751
Baystate Wealth Management
Massachusetts
$144K -$52.8K -408 -28%
PCA
752
Peddock Capital Advisors
Massachusetts
$143K
VFA
753
Valeo Financial Advisors
Indiana
$142K +$79.2K +612 +169%
RP
754
Rowlandmiller & Partners
Georgia
$138K
FL
755
Fort LP
Maryland
$124K +$118K +915 New
EA
756
Edge Advisors
Georgia
$122K -$21.3K -165 -15%
RFM
757
Royal Fund Management
Florida
$120K
HR
758
Howe & Rusling
New York
$114K
SIAS
759
Shine Investment Advisory Services
Colorado
$113K -$1.94K -15 -2%
CHP
760
Cable Hill Partners
Oregon
$104K
BFEC
761
Benjamin F. Edwards & Company
Missouri
$102K
HCM
762
Hilton Capital Management
New York
$101K +$96.3K +744 New
CA
763
Crewe Advisors
Utah
$100K +$33K +255 +53%
AIS
764
Accurate Investment Solutions
Pennsylvania
$94K +$388 +3 +0.4%
GLI
765
Guardian Life Insurance
New York
$93K +$15.1K +117 +21%
SLF
766
Sun Life Financial
Ontario, Canada
$91K +$29.9K +231 +52%
MA
767
MUFG Americas
New York
$88K +$83.5K +645 New
CAC
768
Certified Advisory Corp
Florida
$87K +$6.99K +54 +8%
SPIA
769
Steward Partners Investment Advisory
New York
$86K +$7.76K +60 +11%
CAW
770
Cornerstone Advisors (Washington)
Washington
$86K +$8.54K +66 +12%
WT
771
Washington Trust
Rhode Island
$86K +$81.5K +630 New
FIB
772
First Interstate Bank
Montana
$82K
THWM
773
Taylor Hoffman Wealth Management
Virginia
$82K
WC
774
Whitney & Co
New York
$82K
SMFS
775
Squar Milner Financial Services
California
$82K +$77.6K +600 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.