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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
CQS
751
Credential Qtrade Securities
$1.3M +$23.9K +74 +2%
FNBSF
752
First National Bank Sioux Falls
South Dakota
$1.3M +$1.19M +3,681 New
DA
753
Duality Advisers
Florida
$1.29M -$4.5M -13,914 -79%
ORI
754
Oak Ridge Investments
Illinois
$1.29M -$19.4K -60 -2%
CC
755
Cannell & Co
New York
$1.28M
IFWM
756
Institute for Wealth Management
Colorado
$1.27M +$37.5K +116 +3%
CIBC World Market
757
CIBC World Market
Ontario, Canada
$1.27M -$1.42M -4,407 -55%
SAS
758
Stelac Advisory Services
New York
$1.27M +$34.3K +106 +3%
BHBT
759
Burke & Herbert Bank & Trust
Virginia
$1.26M
MCM
760
Maple Capital Management
Vermont
$1.25M +$6.79K +21 +0.6%
HI
761
Harbour Investments
Wisconsin
$1.25M -$2.14M -6,623 -65%
CCP
762
Corient Capital Partners
California
$1.24M +$57.2K +177 +5%
SFA
763
Souders Financial Advisors
Ohio
$1.24M -$91.4K -283 -7%
BOTW
764
Bank of the West
California
$1.24M
TSWM
765
Triangle Securities Wealth Management
North Carolina
$1.22M -$10.7K -33 -0.9%
BMCM
766
Bryn Mawr Capital Management
Pennsylvania
$1.22M +$1.12M +3,473 New
PA
767
Profund Advisors
Maryland
$1.21M -$31.7K -98 -3%
SFI
768
Siemens Fonds Invest
Germany
$1.21M -$12K -37 -1%
CFP
769
Curran Financial Partners
South Carolina
$1.2M
AL
770
Arnhold LLC
New York
$1.2M
PA
771
Parallel Advisors
California
$1.2M +$55.9K +173 +5%
FNBT
772
FineMark National Bank & Trust
Florida
$1.19M -$62K -192 -5%
SP
773
Symmetry Partners
Connecticut
$1.18M
KWM
774
Kingsview Wealth Management
Oregon
$1.18M -$15.8K -49 -1%
FFG
775
Fortem Financial Group
California
$1.18M +$15.5K +48 +1%

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.