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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
FWCM
876
Ferguson Wellman Capital Management
Oregon
$786K
KA
877
Kovack Advisors
Florida
$785K +$80.5K +249 +13%
MWM
878
Minot Wealth Management
Massachusetts
$775K +$45.9K +142 +7%
WANY
879
Wealthspire Advisors (New York)
New York
$759K -$389K -1,205 -36%
GIP
880
Greatmark Investment Partners
Georgia
$750K
FMP
881
Financial Management Professionals
Texas
$746K -$106K -327 -13%
LCP
882
Legacy Capital Partners
Wisconsin
$746K +$11.3K +35 +2%
SFSG
883
Sound Financial Strategies Group
Mississippi
$745K -$28.4K -88 -4%
HCM
884
Hodges Capital Management
Texas
$744K -$205K -634 -23%
MGP
885
Metis Global Partners
California
$744K +$682K +2,112 New
FC
886
Forte Capital
New York
$742K +$3.23K +10 +0.5%
WIC
887
Wilkins Investment Counsel
Massachusetts
$740K
WPA
888
Winning Points Advisors
Florida
$733K -$1.03M -3,200 -67%
SCP
889
Shorepoint Capital Partners
Massachusetts
$731K -$42.3K -131 -6%
PAM
890
Palisade Asset Management
Minnesota
$730K -$44.3K -137 -6%
MWM
891
Modera Wealth Management
New Jersey
$718K +$659K +2,040 New
AB
892
Atlas Brown
Kentucky
$715K
ETC
893
Exchange Traded Concepts
Oklahoma
$713K +$10.7K +33 +2%
SSG
894
Summit Securities Group
New York
$713K +$655K +2,026 New
ST
895
Smithfield Trust
Pennsylvania
$712K
TSS
896
Two Sigma Securities
New York
$710K +$651K +2,015 New
FIM
897
Freedom Investment Management
Connecticut
$709K -$54.9K -170 -8%
WPW
898
Warther Private Wealth
Ohio
$706K
AG
899
AlphaSimPlex Group
Massachusetts
$704K -$63.7K -197 -9%
WPWM
900
Windward Private Wealth Management
Kansas
$703K

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.