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Sherwin-Williams

870 hedge funds and large institutions have $29.7B invested in Sherwin-Williams in 2018 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 305 increasing their positions, 299 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $186M | Put options by funds: $121M

28% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 69

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

8.02% more ownership

Funds ownership: 225.76%233.77% (+8%)

7% more capital invested

Capital invested by funds: $27.7B → $29.7B (+$1.97B)

2% more funds holding

Funds holding: 856870 (+14)

2% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 299

Holders
870
Holders Change
+14
Holders Change %
+1.64%
% of All Funds
19.91%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.6%
New
88
Increased
305
Reduced
299
Closed
69
Calls
$186M
Puts
$121M
Net Calls
+$65.2M
Net Calls Change
+$58M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
801
Washington Trust Bank
Washington
$37K +$3.88K +30 +13%
JFA
802
JNBA Financial Advisors
Minnesota
$36K
NIM
803
NuWave Investment Management
New Jersey
$35K -$561K -4,332 -94%
RFA
804
Reilly Financial Advisors
California
$34K
BWA
805
Burt Wealth Advisors
Maryland
$33K
BWP
806
Baldwin Wealth Partners
Massachusetts
$31K
GRP
807
Global Retirement Partners
California
$31K
M
808
MOTCO
Texas
$31K
PFBT
809
Parkside Financial Bank & Trust
Missouri
$29K +$3.49K +27 +15%
DWM
810
Destination Wealth Management
California
$23K -$31.8K -246 -59%
PCP
811
Proficio Capital Partners
Massachusetts
$22K -$2.72K -21 -11%
CCM
812
Cribstone Capital Management
Maine
$22K
EARNEST Partners
813
EARNEST Partners
Georgia
$21K +$3.88K +30 +24%
AF
814
Allworth Financial
California
$21K +$19.8K +153 New
ECM
815
Estabrook Capital Management
New York
$20.4K
GI
816
Gradient Investments
Minnesota
$20K -$776 -6 -4%
BCA
817
Bray Capital Advisors
Florida
$20K
ML
818
McAdam LLC
Pennsylvania
$20K
HCM
819
Highlander Capital Management
New Jersey
$20K +$19.4K +150 New
TWA
820
TCI Wealth Advisors
Arizona
$19K +$3.88K +30 +27%
BAM
821
Bruderman Asset Management
New York
$18K
GAM
822
Gemmer Asset Management
California
$18K
BCA
823
Bay Colony Advisors
Massachusetts
$18K +$17.5K +135 New
FC
824
Ferris Capital
Massachusetts
$17K
AIM
825
Advantage Investment Management
Iowa
$16K

SHW Hedge Fund Activity: Q2 2018 in Review

870 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2018, worth a combined $29.7B — up 7.1% from $27.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SHW positions and 69 closed out — a net gain of 19 holders — while 305 added to existing stakes and 299 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $274M. The largest seller was Fidelity Investments, cutting an estimated $188M.

  • 870 institutional investors held Sherwin-Williams (SHW) as of Q2 2018, up from 856 in Q1 2018.
  • Funds reported $29.7B of Sherwin-Williams stock for Q2 2018, up 7.1% quarter-over-quarter.
  • 88 funds opened new Sherwin-Williams positions in Q2 2018 and 69 closed out, a net change of +19 holders.
  • The largest Sherwin-Williams buyer in Q2 2018 was EdgePoint Investment Group, an estimated $274M added.
  • The largest Sherwin-Williams seller in Q2 2018 was Fidelity Investments, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2018.