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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
WWM
851
Western Wealth Management
Colorado
$870K +$798K +2,470 New
FHA
852
First Horizon Advisors
Tennessee
$859K +$5.17K +16 +0.7%
OIA
853
OneDigital Investment Advisors
Kansas
$854K +$969 +3 +0.1%
OPPTF
854
OPSEU Pension Plan Trust Fund
Ontario, Canada
$853K +$335K +1,037 +69%
CT
855
Caldwell Trust
Florida
$850K +$3.88K +12 +0.5%
AWM
856
Avior Wealth Management
Nebraska
$850K +$778K +2,408 +34,400%
PIA
857
Pinion Investment Advisors
Kansas
$848K
OQS
858
Occudo Quantitative Strategies
Florida
$846K +$776K +2,403 New
CTFG
859
Capstone Triton Financial Group
Oklahoma
$844K +$68.5K +212 +10%
SFS
860
Stiles Financial Services
Minnesota
$836K +$767K +2,373 New
RPCONE
861
Retirement Planning Company of New England
Rhode Island
$836K +$767K +2,375 New
GT
862
Glenview Trust
Kentucky
$828K +$5.17K +16 +0.7%
HH
863
Hilltop Holdings
Texas
$827K -$65.6K -203 -8%
CB
864
CNB Bank
Pennsylvania
$827K +$4.2K +13 +0.6%
MYLI
865
Meiji Yasuda Life Insurance
Japan
$822K -$92.7K -287 -11%
CI
866
Conning Inc
Connecticut
$811K -$794K -2,457 -52%
SWM
867
Shakespeare Wealth Management
Wisconsin
$811K
VPI
868
Value Partners Investments
Manitoba, Canada
$811K +$153K +474 +26%
RMC
869
Resources Management Corp
Connecticut
$803K +$106K +328 +17%
SCI
870
Stableford Capital II
Arizona
$802K +$52K +161 +6%
SIM
871
Sentry Investment Management
Wisconsin
$798K
RCA
872
Riverview Capital Advisers
Massachusetts
$792K +$727K +2,250 New
CWM
873
Connecticut Wealth Management
Connecticut
$792K +$252K +780 +53%
HCP
874
Hexagon Capital Partners
Arkansas
$788K +$59.5K +184 +9%
OL
875
Optas LLC
Texas
$787K +$969 +3 +0.1%

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.