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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
FC
876
Ferris Capital
Massachusetts
$16K
WANY
877
Wealthspire Advisors (New York)
New York
$16K +$16.2K +120 New
EDRH
878
Edmond de Rothschild Holding
Switzerland
$15K -$345K -2,556 -96%
LWA
879
Lenox Wealth Advisors
New York
$15K
TL
880
TrueWealth LLC
Georgia
$15K
GFP
881
Gryphon Financial Partners
Ohio
$15K +$15.8K +117 New
LC
882
Lindbrook Capital
California
$15K +$16.2K +120 New
ACA
883
Atlas Capital Advisors
Wyoming
$15K +$7.29K +54 +90%
ATC
884
Adirondack Trust Company
New York
$14K +$2.02K +15 +17%
BCI
885
Brinker Capital Investments
Pennsylvania
$13K
FMII
886
Farmers & Merchants Investments Inc
Nebraska
$12K -$405 -3 -3%
KIG
887
Kessler Investment Group
Indiana
$12K
WAP
888
Wealthcare Advisory Partners
Pennsylvania
$12K
DWM
889
Doyle Wealth Management
Florida
$12K +$12.1K +90 New
RA
890
Rational Advisors
New York
$10K -$93.1K -690 -90%
SIS
891
Sound Income Strategies
Florida
$10K
EFSCE
892
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$1.21K +9 +14%
VRM
893
Vectors Research Management
New York
$10K +$10.1K +75 New
PWMG
894
Prestige Wealth Management Group
New Jersey
$9K +$9.71K +72 New
PB
895
Pinnacle Bancorp
Nebraska
$8K +$8.9K +66 New
LFA
896
Legacy Financial Advisors
Kentucky
$7K -$4.45K -33 -39%
CYG
897
Clean Yield Group
Vermont
$7K +$6.88K +51 New
IF
898
Ironwood Financial
Arizona
$7K +$7.69K +57 New
TAIM
899
TD Ameritrade Investment Management
Nebraska
$6K -$7.69K -57 -58%
BFC
900
Bedel Financial Consulting
Indiana
$6K

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.