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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
BC
776
Bartlett & Co
Ohio
$1.17M +$689K +2,133 +178%
BCWM
777
Bartlett & Co Wealth Management
Ohio
$1.17M +$689K +2,133 +178%
BWM
778
BCS Wealth Management
Tennessee
$1.17M +$24.2K +75 +2%
FIM
779
Fruth Investment Management
Texas
$1.16M
WA
780
WBH Advisory
Maryland
$1.16M
LOAMS
781
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.15M +$1.05M +3,259 New
SWM
782
SeaCrest Wealth Management
New York
$1.14M -$5.49K -17 -0.5%
FPCP
783
Fort Point Capital Partners
California
$1.12M +$48.5K +150 +5%
SYBT
784
Stock Yards Bank & Trust
Kentucky
$1.11M -$635K -1,964 -38%
Nomura Holdings
785
Nomura Holdings
Japan
$1.11M -$411K -1,272 -29%
ITFISA
786
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.11M +$485K +1,500 +91%
UH
787
Unigestion Holding
Switzerland
$1.1M +$1.01M +3,132 New
ACM
788
AlphaCrest Capital Management
New York
$1.1M -$1.61M -4,989 -62%
FC
789
FORA Capital
Florida
$1.1M +$1.01M +3,121 New
FFN
790
Focus Financial Network
Minnesota
$1.1M +$24.2K +75 +2%
BWM
791
Baystate Wealth Management
Massachusetts
$1.1M +$641K +1,983 +175%
NF
792
Nikulski Financial
Iowa
$1.08M -$6.46K -20 -0.6%
MIP
793
Marietta Investment Partners
Wisconsin
$1.08M +$6.46K +20 +0.7%
FPF
794
First Pacific Financial
Washington
$1.07M -$9.69K -30 -1%
SCM
795
Shelton Capital Management
Colorado
$1.07M
PGA
796
Portland Global Advisors
Maine
$1.07M
LWCFA
797
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.07M
CSWG
798
Cardinal Strategic Wealth Guidance
Kentucky
$1.07M -$24.2K -75 -2%
VCAM
799
Van Cleef Asset Management
Ohio
$1.06M +$977K +3,025 New
CIM
800
Contravisory Investment Management
Massachusetts
$1.06M +$45.2K +140 +5%

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.