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Sherwin-Williams

1,190 hedge funds and large institutions have $49B invested in Sherwin-Williams in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 454 increasing their positions, 379 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 61

22% more capital invested

Capital invested by funds: $40.2B → $49B (+$8.81B)

20% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 379

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

6% more funds holding

Funds holding: 1,1181,190 (+72)

2.39% more ownership

Funds ownership: 229.68%232.07% (+2.4%)

19% less call options, than puts

Call options by funds: $436M | Put options by funds: $536M

Holders
1,190
Holders Change
+72
Holders Change %
+6.44%
% of All Funds
24.01%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.75%
New
140
Increased
454
Reduced
379
Closed
61
Calls
$436M
Puts
$536M
Net Calls
-$100M
Net Calls Change
-$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
851
IndexIQ Advisors
New York
$427K +$240K +1,098 +148%
PI
852
PEAK6 Investments
Illinois
$424K -$3.41M -15,603 -90%
AW
853
Alpha Windward
Massachusetts
$423K +$9.83K +45 +3%
SAM
854
Strategy Asset Managers
California
$421K +$22.9K +105 +6%
RG
855
Rikoon Group
New Mexico
$420K +$9.17K +42 +2%
MGIA
856
Moneta Group Investment Advisors
Missouri
$420K +$104K +474 +36%
DCM
857
Donaldson Capital Management
Indiana
$419K -$362K -1,656 -48%
IHL
858
Investment House LLC
California
$418K
CWM
859
Connecticut Wealth Management
Connecticut
$418K +$392K +1,797 New
WEC
860
Winslow Evans & Crocker
Massachusetts
$416K +$31.4K +144 +9%
TW
861
TrinityPoint Wealth
Connecticut
$414K -$114K -522 -23%
WP
862
WealthShield Partners
North Carolina
$410K -$63.5K -291 -14%
KFA
863
Krane Funds Advisors
New York
$407K -$63.5K -291 -14%
SWA
864
Stratos Wealth Advisors
Ohio
$406K +$14.4K +66 +4%
HCM
865
HMS Capital Management
Tennessee
$405K -$52.4K -240 -12%
CRC
866
Curi RMB Capital
Illinois
$405K -$24.2K -111 -6%
CGL
867
Clarius Group LLC
Washington
$403K -$3.27K -15 -0.9%
HIA
868
Harbor Investment Advisory
Maryland
$403K
CCM
869
Compton Capital Management
Rhode Island
$401K -$49.1K -225 -12%
VAS
870
Vestmark Advisory Solutions
Massachusetts
$401K +$106K +486 +39%
HIM
871
Hanlon Investment Management
New Jersey
$399K +$375K +1,719 New
GDP
872
Great Diamond Partners
Maine
$398K -$2.62K -12 -0.7%
MFS
873
Mirabella Financial Services
United Kingdom
$396K +$373K +1,707 New
RCAG
874
Rehmann Capital Advisory Group
Michigan
$395K -$13.1K -60 -3%
VDI
875
Vaughan David Investments
Illinois
$394K

SHW Hedge Fund Activity: Q3 2020 in Review

1,190 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q3 2020, worth a combined $49B — up 22% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SHW positions and 61 closed out — a net gain of 79 holders — while 454 added to existing stakes and 379 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $186M. The largest seller was Viking Global Investors, exiting entirely with an estimated $230M sold.

  • 1,190 institutional investors held Sherwin-Williams (SHW) as of Q3 2020, up from 1,118 in Q2 2020.
  • Funds reported $49B of Sherwin-Williams stock for Q3 2020, up 22% quarter-over-quarter.
  • 140 funds opened new Sherwin-Williams positions in Q3 2020 and 61 closed out, a net change of +79 holders.
  • The largest Sherwin-Williams buyer in Q3 2020 was 1832 Asset Management, an estimated $186M added.
  • The largest Sherwin-Williams seller in Q3 2020 was Viking Global Investors, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2020.