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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
MMPW
826
Mitchell McLeod Pugh & Williams
Alabama
$943K +$3.23K +10 +0.4%
ATPW
827
Ashton Thomas Private Wealth
Arizona
$939K +$6.79K +21 +0.8%
WSFS
828
Wilmington Savings Fund Society
Delaware
$932K
PCM
829
Parsons Capital Management
Rhode Island
$930K
BFA
830
BMS Financial Advisors
South Dakota
$927K +$850K +2,632 New
GCM
831
Gladius Capital Management
Illinois
$927K +$850K +2,632 New
CI
832
CX Institutional
Indiana
$923K -$483K -1,496 -36%
BB
833
Berkshire Bank
Massachusetts
$923K +$419K +1,296 +98%
VIA
834
Vident Investment Advisory
Georgia
$922K -$1.5M -4,652 -64%
FHA
835
Flagship Harbor Advisors
Massachusetts
$920K +$121K +376 +17%
PAM
836
Paradigm Asset Management
New York
$916K
OPS
837
Orion Portfolio Solutions
Nebraska
$914K +$263K +815 +46%
PWW
838
Pettyjohn Wood & White
Virginia
$910K
DA
839
DCM Advisors
New York
$909K +$199K +617 +31%
VFA
840
Voya Financial Advisors
Connecticut
$908K -$73.7K -228 -8%
VAS
841
Vestmark Advisory Solutions
Massachusetts
$906K -$3.88K -12 -0.5%
AIL
842
AGF Investments LLC
Ontario, Canada
$906K +$188K +582 +29%
CTA
843
Colonial Trust Advisors
South Carolina
$904K
SIC
844
Salem Investment Counselors
North Carolina
$900K -$1.94K -6 -0.2%
RCIM
845
Red Cedar Investment Management
Michigan
$895K
CGL
846
Clarius Group LLC
Washington
$892K +$15.8K +49 +2%
RIL
847
Rothschild Investment LLC
Illinois
$882K -$44.6K -138 -5%
OBGC
848
O'Brien Greene & Co
Pennsylvania
$881K -$46.2K -143 -5%
ARMT
849
Amica Retiree Medical Trust
Rhode Island
$872K -$62.7K -194 -7%
SS
850
Simplicity Solutions
Minnesota
$872K +$450K +1,392 +129%

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.