We are live on ! Find out more
SHW icon

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
WB
901
WesBanco Bank
West Virginia
$472K +$457K +1,920 New
MGIA
902
Moneta Group Investment Advisors
Missouri
$469K -$63.6K -267 -12%
LAM
903
LifePro Asset Management
California
$467K -$5.45M -22,893 -92%
RWB
904
RMR Wealth Builders
New Jersey
$465K +$1.43K +6 +0.3%
TWI
905
Thomas White International
Illinois
$460K -$401K -1,683 -47%
FCBT
906
First Citizens Bank & Trust
North Carolina
$460K
RG
907
Rikoon Group
New Mexico
$460K +$14.3K +60 +3%
CRCM
908
Corbett Road Capital Management
Virginia
$460K +$77.2K +324 +21%
BA
909
Bridgewater Advisors
New York
$458K +$1.17M +4,905 New
SIC
910
SFE Investment Counsel
California
$450K
NFG
911
Next Financial Group
Texas
$449K +$715 +3 +0.2%
PP
912
Patron Partners
Texas
$449K +$80.8K +339 +23%
MCWS
913
McKinley Carter Wealth Services
West Virginia
$448K -$48.6K -204 -10%
JWM
914
JGP Wealth Management
Oregon
$448K +$17.2K +72 +4%
CWM
915
Connecticut Wealth Management
Connecticut
$447K +$22.2K +93 +5%
IAIM
916
International Assets Investment Management
Florida
$446K +$14.5M +60,951 +7,875%
BA
917
Bellwether Advisors
Nebraska
$442K
AA
918
Argent Advisors
Louisiana
$441K -$97.9K -411 -19%
TW
919
TrinityPoint Wealth
Connecticut
$441K -$5K -21 -1%
FA
920
FDx Advisors
Illinois
$441K +$69.3K +291 +19%
ACM
921
Azimuth Capital Management
Michigan
$439K +$204K +855 +92%
FF
922
FourThought Financial
Florida
$438K -$57.2K -240 -12%
RCA
923
Reitz Capital Advisors
Michigan
$436K +$422K +1,773 New
SAM
924
Silvercrest Asset Management
New York
$435K -$134K -564 -24%
MW
925
Marcum Wealth
Ohio
$435K +$112K +468 +36%

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.