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Sherwin-Williams
SHW

910 hedge funds and large institutions have $32.5B invested in Sherwin-Williams in 2018 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 278 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $372M | Put options by funds: $130M

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

10% more capital invested

Capital invested by funds: $29.7B → $32.5B (+$2.85B)

5% more funds holding

Funds holding: 870 → 910 (+40)

0% more funds holding in top 10

Funds holding in top 10: 26 → 26 (0)

1.96% less ownership

Funds ownership: 233.77% → 231.81% (-2%)

15% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 328

Holders
910
Holders Change
+40
Holders Change %
+4.6%
% of All Funds
20.8%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.59%
New
107
Increased
278
Reduced
328
Closed
59
Calls
$372M
Puts
$130M
Net Calls
+$243M
Net Calls Change
+$177M

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$265M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
3
Capital World Investors
Capital World Investors
California
+$160M
4
Goldman Sachs
Goldman Sachs
New York
+$144M
5
Prudential Financial
Prudential Financial
New Jersey
+$132M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$358M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$288M
3
TP
Third Point
New York
-$224M
4
Citadel Advisors
Citadel Advisors
Florida
-$165M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
751
Aspen Investment Management
Michigan
$228K – – –
BG
752
Bahl & Gaynor
Ohio
$228K – – –
CI
753
Capital Innovations
Wisconsin
$228K – – –
NERM
754
New England Research & Management
Illinois
$228K – – –
PCIA
755
Prime Capital Investment Advisors
Kansas
$228K – – –
SIC
756
Salem Investment Counselors
North Carolina
$228K – – –
SRSA
757
S.R. Schill & Associates
Washington
$228K – – –
SBL
758
Sargent Bickham Lagudis
Colorado
$228K +$34.2K +231 +18%
CP
759
Cumberland Partners
Ontario, Canada
$227K – – –
BP
760
Ballentine Partners
Massachusetts
$225K +$220K +1,485 New
BTW
761
Boston Trust Walden
Massachusetts
$224K – – –
FNBOO
762
First National Bank of Omaha
Nebraska
$223K -$11.1K -75 -5%
MA
763
Mutual Advisors
Nebraska
$222K -$6.66K -45 -3%
IWC
764
Integrated Wealth Concepts
Massachusetts
$220K +$214K +1,443 New
AT
765
Arden Trust
Delaware
$220K +$215K +1,449 New
ACM
766
Azimuth Capital Management
Michigan
$219K +$214K +1,443 New
VHAM
767
Van Hulzen Asset Management
California
$216K +$211K +1,425 New
RCAG
768
Rehmann Capital Advisory Group
Michigan
$214K -$3.11K -21 -1%
LIM
769
Leavell Investment Management
Alabama
$214K +$209K +1,410 New
VCM
770
Versant Capital Management
Arizona
$213K – – –
VAM
771
Visionary Asset Management
Texas
$213K +$207K +1,401 New
AB
772
Atlas Brown
Kentucky
$210K +$205K +1,386 New
CC
773
Cedar Capital
Illinois
$210K +$205K +1,386 New
LSAG
774
Lake Street Advisors Group
New Hampshire
$208K -$114K -771 -36%
WP
775
WealthSource Partners
California
$207K +$202K +1,365 New
29 30
31
32 33

SHW Hedge Fund Activity: Q3 2018 in Review

910 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q3 2018, worth a combined $32.5B — up 9.6% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SHW positions and 59 closed out — a net gain of 48 holders — while 278 added to existing stakes and 328 trimmed.

The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $265M. The largest seller was Principal Financial Group, cutting an estimated $358M.

  • 910 institutional investors held Sherwin-Williams (SHW) as of Q3 2018, up from 870 in Q2 2018.
  • Funds reported $32.5B of Sherwin-Williams stock for Q3 2018, up 9.6% quarter-over-quarter.
  • 107 funds opened new Sherwin-Williams positions in Q3 2018 and 59 closed out, a net change of +48 holders.
  • The largest Sherwin-Williams buyer in Q3 2018 was Cornerstone Wealth Management, an estimated $265M added.
  • The largest Sherwin-Williams seller in Q3 2018 was Principal Financial Group, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2018.