We are live on ! Find out more
SHW icon

Sherwin-Williams

924 hedge funds and large institutions have $28.3B invested in Sherwin-Williams in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 306 increasing their positions, 330 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2636 (+10)

24% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 106

2% more funds holding

Funds holding: 910924 (+14)

0.64% less ownership

Funds ownership: 231.81%231.17% (-0.64%)

7% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 330

13% less capital invested

Capital invested by funds: $32.5B → $28.3B (-$4.23B)

62% less call options, than puts

Call options by funds: $51M | Put options by funds: $134M

Holders
924
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
20.58%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.8%
New
131
Increased
306
Reduced
330
Closed
106
Calls
$51M
Puts
$134M
Net Calls
-$82.5M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
751
Fieldpoint Private Securities
Connecticut
$217K
OTPPB
752
Ontario Teachers' Pension Plan Board
Ontario, Canada
$216K +$222K +1,644 New
CCMG
753
Clark Capital Management Group
Pennsylvania
$216K +$223K +1,650 New
FCH
754
Freestone Capital Holdings
Washington
$213K +$219K +1,626 New
AA
755
Advisory Alpha
Michigan
$212K +$202K +1,500 New
BUB
756
BBVA USA Bancshares
Texas
$209K -$2.83K -21 -1%
AAP
757
Arax Advisory Partners
Colorado
$207K -$48.6K -360 -19%
CEP
758
Chicago Equity Partners
Illinois
$203K -$160K -1,185 -43%
FB
759
Fulton Bank
Pennsylvania
$203K +$405 +3 +0.2%
SEM
760
Suncoast Equity Management
Florida
$201K
WJA
761
Williams Jones & Associates
New York
$201K +$809 +6 +0.4%
ER
762
Enlightenment Research
Florida
$197K +$202K +1,500 New
SBL
763
Sargent Bickham Lagudis
Colorado
$192K -$5.26K -39 -3%
RCAG
764
Rehmann Capital Advisory Group
Michigan
$186K +$405 +3 +0.2%
VCM
765
Versant Capital Management
Arizona
$184K
LWCFA
766
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$173K -$36.4K -270 -17%
C
767
Cerebellum
California
$169K +$174K +1,290 New
FTI
768
Fiduciary Trust International
Massachusetts
$168K +$172K +1,278 New
FHA
769
First Horizon Advisors
Tennessee
$162K +$7.29K +54 +5%
CAM
770
Cresset Asset Management
Illinois
$156K +$160K +1,188 New
RE
771
RBC Europe
United Kingdom
$152K
PCTC
772
Perkins Coie Trust Company
Washington
$149K -$14.2K -105 -8%
SMG
773
Spectrum Management Group
Indiana
$149K
IP
774
Intellectus Partners
California
$148K -$205K -1,518 -57%
Fuller & Thaler Asset Management
775
Fuller & Thaler Asset Management
California
$146K

SHW Hedge Fund Activity: Q4 2018 in Review

924 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2018, worth a combined $28.3B — down 13% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new SHW positions and 106 closed out — a net gain of 25 holders — while 306 added to existing stakes and 330 trimmed.

The largest buyer was Capital World Investors, adding an estimated $342M. The largest seller was Fidelity Investments, cutting an estimated $436M.

  • 924 institutional investors held Sherwin-Williams (SHW) as of Q4 2018, up from 910 in Q3 2018.
  • Funds reported $28.3B of Sherwin-Williams stock for Q4 2018, down 13% quarter-over-quarter.
  • 131 funds opened new Sherwin-Williams positions in Q4 2018 and 106 closed out, a net change of +25 holders.
  • The largest Sherwin-Williams buyer in Q4 2018 was Capital World Investors, an estimated $342M added.
  • The largest Sherwin-Williams seller in Q4 2018 was Fidelity Investments, an estimated $436M sold.

Based on aggregated 13F filings for Q4 2018.