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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
851
Claro Advisors
Massachusetts
$28K +$24.7K +183 New
BCA
852
Berman Capital Advisors
Georgia
$28K +$29.1K +216 New
Pacer Advisors
853
Pacer Advisors
Pennsylvania
$26K -$1.74M -12,879 -98%
GRP
854
Global Retirement Partners
California
$26K -$2.02K -15 -7%
AAMU
855
Amundi Asset Management US
Massachusetts
$25.9K -$1.19M -8,784 -4%
WTB
856
Washington Trust Bank
Washington
$25K +$1.21K +9 +5%
GT
857
Glenmede Trust
Pennsylvania
$24K -$5.67K -42 -0%
FCA
858
FinTrust Capital Advisors
South Carolina
$23K +$23.9K +177 New
THWM
859
Taylor Hoffman Wealth Management
Virginia
$22K -$57.9K -429 -72%
EWM
860
Executive Wealth Management
Michigan
$22K +$23.1K +171 New
CCM
861
Cribstone Capital Management
Maine
$21K
AF
862
Allworth Financial
California
$20K
BCA
863
Bray Capital Advisors
Florida
$20K
EARNEST Partners
864
EARNEST Partners
Georgia
$20K
GI
865
Gradient Investments
Minnesota
$20K
HCM
866
Highlander Capital Management
New Jersey
$20K
BWM
867
BerganKDV Wealth Management
Minnesota
$20K +$6.07K +45 +43%
ECM
868
Estabrook Capital Management
New York
$19.7K
TWA
869
TCI Wealth Advisors
Arizona
$19K +$809 +6 +4%
QCG
870
Quadrant Capital Group
Ohio
$19K +$6.07K +45 +38%
BAM
871
Bruderman Asset Management
New York
$18K
GIC
872
Gantzert Investment Company
Illinois
$18K +$18.2K +135 New
GAM
873
Gemmer Asset Management
California
$17K
PAMU
874
Pictet Asset Management (UK)
United Kingdom
$16.9K -$716K -5,310 -4%
AIM
875
Advantage Investment Management
Iowa
$16K

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.