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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
HH
801
Hilltop Holdings
Texas
$706K -$165K -693 -19%
OBGC
802
O'Brien Greene & Co
Pennsylvania
$705K -$50K -210 -7%
CG
803
Caprock Group
Idaho
$703K -$472K -1,983 -41%
BOM
804
Bank of Marin
California
$703K +$28.6K +120 +4%
DBG
805
De Burlo Group
Massachusetts
$701K -$11.3M -47,520 -94%
AP
806
Advisor Partners
California
$700K -$68.6K -288 -3%
MIP
807
Marietta Investment Partners
Wisconsin
$699K +$1.43K +6 +0.2%
MCM
808
Maple Capital Management
Vermont
$687K -$84.3K -354 -11%
AWM
809
Altium Wealth Management
New York
$687K +$89.3K +375 +16%
SXL
810
Summit X LLC
Missouri
$687K +$521K +2,187 +357%
CFN
811
Cordasco Financial Network
Florida
$680K
ECU
812
Eisler Capital (UK)
United Kingdom
$677K +$1.96M +8,244 New
CCA
813
Checchi Capital Advisers
California
$674K -$33.6K -141 -5%
CPIG
814
Chicago Partners Investment Group
Illinois
$671K +$1.28M +5,388 +258%
QI
815
Qtron Investments
Massachusetts
$669K
PAM
816
Paradigm Asset Management
New York
$664K
CS
817
Cannell & Spears
New York
$661K
MA
818
Montag & Associates
Georgia
$661K
MOS
819
MGO One Seven
Ohio
$660K +$78.6K +330 +14%
FMP
820
Financial Management Professionals
Texas
$656K
MAM
821
Meeder Asset Management
Ohio
$655K +$1.53M +6,435 +415%
MMPW
822
Mitchell McLeod Pugh & Williams
Alabama
$654K -$28.6K -120 -4%
FPF
823
First Pacific Financial
Washington
$654K +$114K +480 +22%
SCI
824
Stableford Capital II
Arizona
$652K +$7.86K +33 +1%
FCM
825
Fortis Capital Management
Washington
$652K +$1.89M +7,950 New

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.