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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
SSB
826
Sandy Spring Bank
Maryland
$43K
WCM
827
Wealthcare Capital Management
Virginia
$42K
JA
828
JOYN Advisors
Georgia
$41K +$31.2K +231 +296%
ESB
829
Essex Savings Bank
Connecticut
$40K +$41.3K +306 New
FPB
830
First PREMIER Bank
South Dakota
$39K
OFS
831
Orrstown Financial Services
Pennsylvania
$39K
PFSC
832
Peoples Financial Services Corp
Pennsylvania
$39K
WCM
833
Whitener Capital Management
North Carolina
$39K
CC
834
Claybrook Capital
Massachusetts
$39K +$40.5K +300 New
FNC
835
First National Corp
Massachusetts
$39K +$40.5K +300 New
WDL
836
Well Done LLC
Michigan
$39K +$40.5K +300 New
WPA
837
West Paces Advisors
Georgia
$38.6K
JFA
838
JNBA Financial Advisors
Minnesota
$35K +$35.6K +264 New
PWM
839
PRW Wealth Management
Massachusetts
$35K +$35.6K +264 New
RTC
840
Riverview Trust Company
Washington
$35K +$36K +267 New
CWM
841
CMH Wealth Management
New Hampshire
$35K +$36.4K +270 New
RFA
842
Reilly Financial Advisors
California
$33K
KCM
843
Karp Capital Management
California
$33K +$34K +252 New
SIAS
844
Shine Investment Advisory Services
Colorado
$30K -$72.9K -540 -70%
M
845
MOTCO
Texas
$30K -$14.6K -108 -32%
BWP
846
Baldwin Wealth Partners
Massachusetts
$30K
PFGIA
847
Patriot Financial Group Insurance Agency
Massachusetts
$30K
PFBT
848
Parkside Financial Bank & Trust
Missouri
$30K +$809 +6 +3%
OC
849
Oakworth Capital
Alabama
$28K
PCP
850
Proficio Capital Partners
Massachusetts
$28K +$8.9K +66 +44%

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.