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
NSIM
776
North Star Investment Management
Illinois
$146K
PCA
777
Peddock Capital Advisors
Massachusetts
$138K
BWM
778
Baystate Wealth Management
Massachusetts
$138K +$405 +3 +0.3%
EMG
779
ETF Managers Group
New Jersey
$133K +$20.2K +150 +17%
RP
780
Rowlandmiller & Partners
Georgia
$132K -$1.62K -12 -1%
RFM
781
Royal Fund Management
Florida
$129K
Carson Wealth (CWM LLC)
782
Carson Wealth (CWM LLC)
Nebraska
$124K +$13.8K +102 +12%
MNBTD
783
Moody National Bank Trust Division
Texas
$124K +$127K +942 New
MIFH
784
Migdal Insurance & Financial Holdings
Israel
$120K -$227K -1,683 -65%
VFA
785
Valeo Financial Advisors
Indiana
$118K -$64.4K -477 -35%
CIA
786
CSat Investment Advisory
Michigan
$116K +$15.8K +117 +15%
AssetMark Inc
787
AssetMark Inc
California
$112K -$38.9K -288 -25%
LFASL
788
Lugano Financial Advisors SA (LFA)
Switzerland
$112K
HR
789
Howe & Rusling
New York
$110K
IIM
790
Ipswich Investment Management
Massachusetts
$109K +$112K +831 New
CG
791
Cutler Group
California
$106K -$554K -4,110 -84%
CHP
792
Cable Hill Partners
Oregon
$99K
CAW
793
Cornerstone Advisors (Washington)
Washington
$98K +$5.26K +39 +6%
NIM
794
NuWave Investment Management
New Jersey
$97K -$552K -4,095 -85%
GLI
795
Guardian Life Insurance
New York
$92K
PI
796
PEAK6 Investments
Illinois
$91K +$93.5K +693 New
SLF
797
Sun Life Financial
Ontario, Canada
$89K
KA
798
Kaizen Advisory
Illinois
$89K +$13.4K +99 +17%
FEG
799
Financial Enhancement Group
Indiana
$86K
CAC
800
Certified Advisory Corp
Florida
$84K

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.