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Sherwin-Williams

1,292 hedge funds and large institutions have $49.2B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 559 increasing their positions, 399 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 399

31% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 91

19.59% more ownership

Funds ownership: 230.15%249.74% (+20%)

1% more funds holding

Funds holding: 1,2751,292 (+17)

4% less capital invested

Capital invested by funds: $51.4B → $49.2B (-$2.18B)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

29% less call options, than puts

Call options by funds: $430M | Put options by funds: $606M

Holders
1,292
Holders Change
+17
Holders Change %
+1.33%
% of All Funds
22.69%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
559
Reduced
399
Closed
91
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
851
IEQ Capital
California
$581K +$563K +2,361 New
AIC
852
Ameritas Investment Company
Nebraska
$574K -$2.9M -12,162 -84%
VC
853
Vicus Capital
Pennsylvania
$574K
HH
854
HWG Holdings
Texas
$572K -$1.61M -6,771 -74%
PCM
855
Parsons Capital Management
Rhode Island
$568K
ATPW
856
Ashton Thomas Private Wealth
Arizona
$568K +$550K +2,307 New
SWM
857
Shakespeare Wealth Management
Wisconsin
$567K
S
858
Seeyond
France
$565K +$215K +903 +15%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$564K +$18.6K +78 +4%
SIM
860
Sentry Investment Management
Wisconsin
$561K -$2.75M -11,532 -83%
WPWM
861
Windward Private Wealth Management
Kansas
$556K
FHA
862
Flagship Harbor Advisors
Massachusetts
$555K +$24.3K +102 +5%
BCM
863
BTC Capital Management
Iowa
$554K -$2.86K -12 -0.5%
Verition Fund Management
864
Verition Fund Management
Connecticut
$553K +$535K +2,247 New
FWCM
865
Ferguson Wellman Capital Management
Oregon
$549K +$2.14K +9 +0.4%
PAM
866
Palisade Asset Management
Minnesota
$545K +$52.9K +222 +11%
OL
867
Optas LLC
Texas
$543K +$4.29K +18 +0.8%
TI
868
Tidal Investments
Wisconsin
$538K +$110K +462 +27%
CA
869
Capitolis Advisors
New York
$537K -$9.5M -39,873 -95%
GIP
870
Greatmark Investment Partners
Georgia
$524K
AAS
871
Avantax Advisory Services
Texas
$524K +$119K +498 +30%
ARG
872
Advisory Resource Group
Oklahoma
$521K +$505K +2,118 New
IB
873
Intrust Bank
Kansas
$518K -$32.2K -135 -6%
CT
874
Caldwell Trust
Florida
$517K
CCM
875
Chiron Capital Management
Florida
$517K

SHW Hedge Fund Activity: Q1 2021 in Review

1,292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2021, worth a combined $49.2B — down 4.3% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SHW positions and 91 closed out — a net gain of 28 holders — while 559 added to existing stakes and 399 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.65B. The largest seller was Capital World Investors, cutting an estimated $495M.

  • 1,292 institutional investors held Sherwin-Williams (SHW) as of Q1 2021, up from 1,275 in Q4 2020.
  • Funds reported $49.2B of Sherwin-Williams stock for Q1 2021, down 4.3% quarter-over-quarter.
  • 119 funds opened new Sherwin-Williams positions in Q1 2021 and 91 closed out, a net change of +28 holders.
  • The largest Sherwin-Williams buyer in Q1 2021 was Geode Capital Management, an estimated $1.65B added.
  • The largest Sherwin-Williams seller in Q1 2021 was Capital World Investors, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2021.