We are live on ! Find out more
SHW icon

Sherwin-Williams

894 hedge funds and large institutions have $29B invested in Sherwin-Williams in 2017 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 287 increasing their positions, 295 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 47

101% more call options, than puts

Call options by funds: $188M | Put options by funds: $93.6M

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

14% more funds holding

Funds holding: 783894 (+111)

14% more capital invested

Capital invested by funds: $25.5B → $29B (+$3.48B)

3% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 295

1.71% less ownership

Funds ownership: 229.39%227.68% (-1.7%)

Holders
894
Holders Change
+111
Holders Change %
+14.18%
% of All Funds
20.27%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.63%
New
165
Increased
287
Reduced
295
Closed
47
Calls
$188M
Puts
$93.6M
Net Calls
+$94.3M
Net Calls Change
-$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
776
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$192K
PCTC
777
Perkins Coie Trust Company
Washington
$170K -$39.4K -300 -19%
MMG
778
Monetary Management Group
Missouri
$164K
SMG
779
Spectrum Management Group
Indiana
$155K -$29.2K -222 -16%
RP
780
Rowlandmiller & Partners
Georgia
$150K
EA
781
Edge Advisors
Georgia
$145K
PCA
782
Peddock Capital Advisors
Massachusetts
$144K
RE
783
RBC Europe
United Kingdom
$142K
AssetMark Inc
784
AssetMark Inc
California
$139K -$5.52K -42 -4%
STA
785
Summit Trail Advisors
New York
$129K +$119K +906 New
RFM
786
Royal Fund Management
Florida
$120K
HR
787
Howe & Rusling
New York
$115K
SIAS
788
Shine Investment Advisory Services
Colorado
$110K
GLI
789
Guardian Life Insurance
New York
$109K +$31.6K +240 +43%
UMA
790
USA Mutuals Advisors
Texas
$106K +$103K +780 New
MGIA
791
Moneta Group Investment Advisors
Missouri
$103K +$99.4K +756 New
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$103K
CHP
793
Cable Hill Partners
Oregon
$95K
AIS
794
Accurate Investment Solutions
Pennsylvania
$94K +$394 +3 +0.4%
SSB
795
Sandy Spring Bank
Maryland
$91K -$4.34K -33 -5%
BFEC
796
Benjamin F. Edwards & Company
Missouri
$91K +$15.8K +120 +22%
NSIM
797
North Star Investment Management
Illinois
$90K
SPIA
798
Steward Partners Investment Advisory
New York
$89K +$20.9K +159 +32%
PCIA
799
Prime Capital Investment Advisors
Kansas
$89K +$86K +654 New
HFP
800
Holistic Financial Partners
Indiana
$84K +$80.5K +612 New

SHW Hedge Fund Activity: Q4 2017 in Review

894 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2017, worth a combined $29B — up 14% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new SHW positions and 47 closed out — a net gain of 118 holders — while 287 added to existing stakes and 295 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $195M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $229M sold.

  • 894 institutional investors held Sherwin-Williams (SHW) as of Q4 2017, up from 783 in Q3 2017.
  • Funds reported $29B of Sherwin-Williams stock for Q4 2017, up 14% quarter-over-quarter.
  • 165 funds opened new Sherwin-Williams positions in Q4 2017 and 47 closed out, a net change of +118 holders.
  • The largest Sherwin-Williams buyer in Q4 2017 was T. Rowe Price Associates, an estimated $195M added.
  • The largest Sherwin-Williams seller in Q4 2017 was Point72 Asset Management, an estimated $229M sold.

Based on aggregated 13F filings for Q4 2017.