Sherwin-Williams
1,312 hedge funds and large institutions have $55B invested in Sherwin-Williams in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 477 increasing their positions, 496 reducing their positions, and 87 closing their positions.
44% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 87
12% more capital invested
Capital invested by funds: $49.2B → $55B (+$5.83B)
2% more funds holding
Funds holding: 1,292 → 1,312 (+20)
1% more call options, than puts
Call options by funds: $536M | Put options by funds: $529M
4% less repeat investments, than reductions
Existing positions increased: 477 | Existing positions reduced: 496
12% less funds holding in top 10
Funds holding in top 10: 34 → 30 (-4)
172.53% less ownership
Funds ownership: 249.74% → 77.21% (-173%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
+$1.03B |
| 2 |
State Street
Boston,
Massachusetts
|
+$202M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$155M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
+$144M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.88B |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$520M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$476M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$308M |
| 5 |
Morgan Stanley
New York
|
-$277M |
SHW Hedge Fund Activity: Q2 2021 in Review
1,312 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2021, worth a combined $55B — up 12% from $49.2B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new SHW positions and 87 closed out — a net gain of 38 holders — while 477 added to existing stakes and 496 trimmed.
The largest buyer was Kelly Financial Services, adding an estimated $1.03B. The largest seller was Geode Capital Management, cutting an estimated $1.88B.
- 1,312 institutional investors held Sherwin-Williams (SHW) as of Q2 2021, up from 1,292 in Q1 2021.
- Funds reported $55B of Sherwin-Williams stock for Q2 2021, up 12% quarter-over-quarter.
- 125 funds opened new Sherwin-Williams positions in Q2 2021 and 87 closed out, a net change of +38 holders.
- The largest Sherwin-Williams buyer in Q2 2021 was Kelly Financial Services, an estimated $1.03B added.
- The largest Sherwin-Williams seller in Q2 2021 was Geode Capital Management, an estimated $1.88B sold.
Based on aggregated 13F filings for Q2 2021.