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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
WA
776
Wambolt & Associates
Colorado
$774K +$1.72M +7,218 +347%
EGM
777
Engineers Gate Manager
New York
$765K -$87.9K -369 -11%
NF
778
Nikulski Financial
Iowa
$760K
DT
779
Diversified Trust
Tennessee
$759K -$73.6K -309 -9%
SWM
780
SeaCrest Wealth Management
New York
$751K +$15.7K +66 +2%
VF
781
Virtu Financial
New York
$750K +$726K +3,048 New
PGA
782
Portland Global Advisors
Maine
$746K
GP
783
Girard Partners
Pennsylvania
$744K +$424K +1,779 +143%
FFN
784
Focus Financial Network
Minnesota
$739K +$30.7K +129 +4%
1IA
785
1834 Investment Advisors
Wisconsin
$738K
GFA
786
Gifford Fong Associates
California
$738K
HCIA
787
Hochman Cole Investment Advisors
Illinois
$738K
KJHP
788
K.J. Harrison & Partners
Ontario, Canada
$738K
WAOTB
789
Wealth Advisors of Tampa Bay
Florida
$738K
FFG
790
Fortem Financial Group
California
$737K +$6.43K +27 +0.9%
SYBT
791
Stock Yards Bank & Trust
Kentucky
$736K -$53.6K -225 -7%
MYLI
792
Meiji Yasuda Life Insurance
Japan
$732K -$1.06M -4,467 -60%
RC
793
Roundview Capital
New Jersey
$730K +$417K +1,749 +144%
IAP
794
Indie Asset Partners
Indiana
$728K -$35.7K -150 -5%
TF
795
TRH Financial
Iowa
$726K -$29.3K -123 -4%
OIA
796
Optimum Investment Advisors
Illinois
$723K
TWM
797
TriaGen Wealth Management
California
$718K
FHB
798
First Hawaiian Bank
Hawaii
$716K -$101K -426 -13%
EP
799
Eudaimonia Partners
Tennessee
$715K -$80.8K -339 -10%
SC
800
SouthState Corp
Florida
$714K -$32.9K -138 -5%

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.