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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
JIR
901
James Investment Research
Ohio
$702K +$234K +725 +57%
MPPW
902
Mitchell & Pahl Private Wealth
Oklahoma
$697K +$47.2K +146 +8%
IB
903
Intrust Bank
Kansas
$695K
RFN
904
RDA Financial Network
Iowa
$695K +$147K +455 +30%
VC
905
Vicus Capital
Pennsylvania
$691K +$760K +2,351 New
MFW
906
Meristem Family Wealth
Minnesota
$690K -$9.05K -28 -1%
Carson Wealth (CWM LLC)
907
Carson Wealth (CWM LLC)
Nebraska
$689K +$632K +1,957 New
BA
908
Bristlecone Advisors
Washington
$687K
LS
909
Livforsakringsbolaget Skandia
Sweden
$684K -$1.64M -5,070 -72%
ADL
910
Asset Dedication LLC
California
$684K
BDF
911
Balasa Dinverno & Foltz
$683K +$8.72K +27 +1%
M
912
Mirova
France
$682K -$142K -440 -19%
HCM
913
Hutner Capital Management
Vermont
$680K
BRC
914
Bell Rock Capital
Delaware
$680K +$654K +2,025 New
LAM
915
LifePro Asset Management
California
$678K +$100K +310 +19%
PFS
916
Physicians Financial Services
North Carolina
$676K -$48.5K -150 -7%
WB
917
WesBanco Bank
West Virginia
$676K
WPW
918
Waldron Private Wealth
Pennsylvania
$675K +$969 +3 +0.2%
SCA
919
Stillwater Capital Advisors
Pennsylvania
$672K
TW
920
TrinityPoint Wealth
Connecticut
$671K +$8.08K +25 +1%
AWA
921
Arete Wealth Advisors
Illinois
$670K -$2.26K -7 -0.4%
CPIG
922
Chicago Partners Investment Group
Illinois
$665K +$6.46K +20 +0.8%
CFA
923
Carroll Financial Associates
North Carolina
$665K +$388K +1,201 +165%
MIM
924
Moseley Investment Management
Florida
$662K -$35.5K -110 -6%
TWI
925
Thomas White International
Illinois
$658K

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.