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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
JGUA
901
John G. Ullman & Associates
New York
$348K
SRSA
902
S.R. Schill & Associates
Washington
$348K
YMRC
903
Yorktown Management & Research Company
Virginia
$348K
SW
904
SVB Wealth
Massachusetts
$345K +$30.1K +138 +10%
FBB
905
Fulton Breakefield Broenniman
Maryland
$343K -$9.83K -45 -3%
LIM
906
Leavell Investment Management
Alabama
$341K +$655 +3 +0.2%
MWA
907
Meridian Wealth Advisors
Texas
$338K -$71.4K -327 -18%
ISWM
908
Independent Solutions Wealth Management
New York
$338K -$65.5K -300 -17%
SCM
909
Seascape Capital Management
New Hampshire
$337K
CIA
910
CSat Investment Advisory
Michigan
$335K +$21.6K +99 +7%
JWM
911
JGP Wealth Management
Oregon
$335K +$50.4K +231 +19%
QT
912
Quantbot Technologies
New York
$334K -$22.3K -102 -7%
BBNA
913
Bremer Bank National Association
Minnesota
$334K
FA
914
FDx Advisors
Illinois
$334K +$41.9K +192 +15%
APWM
915
Atlas Private Wealth Management
New York
$333K +$21K +96 +7%
IIM
916
Ipswich Investment Management
Massachusetts
$332K
TI
917
Tidal Investments
Wisconsin
$327K +$24.9K +114 +9%
SC
918
Savant Capital
Illinois
$325K -$24.2K -111 -7%
PA
919
Pinnacle Associates
New York
$324K +$3.27K +15 +1%
PP
920
PDS Planning
Ohio
$322K -$8.52K -39 -3%
TI
921
tru Independence
Oregon
$319K -$450K -2,061 -60%
MF
922
Magnetar Financial
Illinois
$317K +$298K +1,365 New
AC
923
Apella Capital
Connecticut
$314K
HCP
924
Holt Capital Partners
Texas
$314K
SA
925
Strategic Advisors
New York
$312K +$9.17K +42 +3%

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.