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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
CA
801
Crewe Advisors
Utah
$81K
SMFS
802
Squar Milner Financial Services
California
$79K
DAM
803
Delta Asset Management
Tennessee
$74K
LNB
804
Ledyard National Bank
$73K
PAI
805
Pittenger & Anderson Inc
Nebraska
$71K
IFAM
806
Institutional & Family Asset Management
Colorado
$71K +$66.8K +495 +1,031%
CHC
807
City Holding Co
West Virginia
$69K
WEC
808
Winslow Evans & Crocker
Massachusetts
$68K
DWA
809
Dougherty Wealth Advisers
Minnesota
$67K +$64.8K +480 New
MPWT
810
MassMutual Private Wealth & Trust
Connecticut
$64.9K
LWM
811
Liberty Wealth Management
California
$62K +$64.4K +477 New
FIB
812
First Interstate Bank
Montana
$59K
RMC
813
Resources Management Corp
Connecticut
$59K
BWA
814
Burt Wealth Advisors
Maryland
$59K +$28.3K +210 +88%
MA
815
MUFG Americas
New York
$55K -$30.4K -225 -35%
PCG
816
Private Capital Group
Connecticut
$55K -$2.83K -21 -5%
POIA
817
Pin Oak Investment Advisors
Texas
$55K
KPW
818
Kore Private Wealth
New York
$53K +$54.2K +402 New
RAM
819
Riggs Asset Management
Pennsylvania
$52K
HI
820
Human Investing
Oregon
$46K +$46.9K +348 New
NFG
821
Next Financial Group
Texas
$46K +$46.9K +348 New
WCM
822
WealthBridge Capital Management
Ohio
$46K +$46.9K +348 New
FANJ
823
Financial Architects (New Jersey)
New Jersey
$45K +$1.21K +9 +3%
CIM
824
Contravisory Investment Management
Massachusetts
$44K +$45.3K +336 New
HCM
825
Hilton Capital Management
New York
$43K -$55.9K -414 -56%

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.