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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
AF
801
Advisornet Financial
Minnesota
$1.06M +$159K +491 +20%
1IA
802
1834 Investment Advisors
Wisconsin
$1.06M
GFA
803
Gifford Fong Associates
California
$1.06M
PTC
804
Provident Trust Company
Wisconsin
$1.06M
JWM
805
Jackson Wealth Management
Florida
$1.06M +$969K +3,000 New
MWM
806
Meridian Wealth Management
Kentucky
$1.05M -$41.4K -128 -4%
VWM
807
Vigilare Wealth Management
Arizona
$1.05M
CCM
808
Coldstream Capital Management
Washington
$1.04M +$802K +2,482 +525%
BJL
809
Brighton Jones LLC
Washington
$1.04M +$954K +2,953 New
SXL
810
Summit X LLC
Missouri
$1.03M
EBWM
811
Eagle Bluffs Wealth Management
Missouri
$1.02M +$939K +2,905 New
BCM
812
Bluefin Capital Management
New York
$1.02M +$937K +2,900 New
AG
813
AIA Group
Hong Kong
$1.02M +$348K +1,078 +60%
CCA
814
Checchi Capital Advisers
California
$1M +$12K +37 +1%
RWA
815
Ropes Wealth Advisors
Massachusetts
$1M -$111K -345 -11%
DBG
816
De Burlo Group
Massachusetts
$1M
AIMCA
817
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1M +$920K +2,846 New
SC
818
SouthState Corp
Florida
$997K -$15.8K -49 -2%
UFF
819
USA Financial Formulas
Michigan
$991K +$909K +2,814 New
OIA
820
Optimum Investment Advisors
Illinois
$986K -$16.2K -50 -2%
SF
821
Summit Financial
New Jersey
$970K +$244K +755 +38%
IAP
822
Indie Asset Partners
Indiana
$966K -$69.8K -216 -7%
JWM
823
JGP Wealth Management
Oregon
$956K +$186K +577 +25%
CS
824
Cannell & Spears
New York
$947K
EWA
825
EP Wealth Advisors
California
$944K +$48.8K +151 +6%

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.