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Sherwin-Williams

1,292 hedge funds and large institutions have $49.2B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 559 increasing their positions, 399 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 399

31% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 91

19.59% more ownership

Funds ownership: 230.15%249.74% (+20%)

1% more funds holding

Funds holding: 1,2751,292 (+17)

4% less capital invested

Capital invested by funds: $51.4B → $49.2B (-$2.18B)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

29% less call options, than puts

Call options by funds: $430M | Put options by funds: $606M

Holders
1,292
Holders Change
+17
Holders Change %
+1.33%
% of All Funds
22.69%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
559
Reduced
399
Closed
91
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
751
Bridgefront Capital
Texas
$861K +$436K +1,830 +110%
GW
752
GW & Wade
Massachusetts
$861K +$486K +2,040 +140%
FTDI
753
First Trust Direct Indexing
Massachusetts
$851K +$5.72K +24 +0.7%
NG
754
NWK Group
California
$848K -$21.4K -90 -3%
KWM
755
Kingsview Wealth Management
Oregon
$848K +$1.16M +4,872 +92%
BWM
756
BCS Wealth Management
Tennessee
$844K
BOTW
757
Bank of the West
California
$843K
CFP
758
Curran Financial Partners
South Carolina
$841K
AL
759
Arnhold LLC
New York
$837K
SA
760
SRN Advisors
Pennsylvania
$828K +$1.56M +6,546 +194%
PA
761
Profund Advisors
Maryland
$825K -$25.7K -108 -3%
BAS
762
Brown Advisory Securities
Maryland
$825K -$25K -105 -3%
CQS
763
Credential Qtrade Securities
$824K +$798K +3,348 New
FB
764
Fulton Bank
Pennsylvania
$816K +$8.58K +36 +1%
WA
765
WBH Advisory
Maryland
$812K
FIM
766
Fruth Investment Management
Texas
$811K
CI
767
Conning Inc
Connecticut
$790K -$70.8K -297 -8%
CC
768
Cannell & Co
New York
$790K +$36.5K +153 +5%
GKWIM
769
Gerber Kawasaki Wealth & Investment Management
California
$788K
FNBT
770
FineMark National Bank & Trust
Florida
$783K -$144K -603 -16%
IFWM
771
Institute for Wealth Management
Colorado
$780K +$68.6K +288 +10%
CSWG
772
Cardinal Strategic Wealth Guidance
Kentucky
$779K -$5K -21 -0.7%
CCP
773
Corient Capital Partners
California
$779K +$59.3K +249 +9%
VWM
774
Vigilare Wealth Management
Arizona
$776K -$29.3K -123 -4%
SC
775
Skylands Capital
Wisconsin
$775K +$1.5M +6,300 +200%

SHW Hedge Fund Activity: Q1 2021 in Review

1,292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2021, worth a combined $49.2B — down 4.3% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SHW positions and 91 closed out — a net gain of 28 holders — while 559 added to existing stakes and 399 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.65B. The largest seller was Capital World Investors, cutting an estimated $495M.

  • 1,292 institutional investors held Sherwin-Williams (SHW) as of Q1 2021, up from 1,275 in Q4 2020.
  • Funds reported $49.2B of Sherwin-Williams stock for Q1 2021, down 4.3% quarter-over-quarter.
  • 119 funds opened new Sherwin-Williams positions in Q1 2021 and 91 closed out, a net change of +28 holders.
  • The largest Sherwin-Williams buyer in Q1 2021 was Geode Capital Management, an estimated $1.65B added.
  • The largest Sherwin-Williams seller in Q1 2021 was Capital World Investors, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2021.