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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
PSUF
926
People's United Financial
Connecticut
$431K -$20.7K -87 -5%
VAS
927
Vestmark Advisory Solutions
Massachusetts
$431K +$871K +3,654 +229%
SWA
928
Stratos Wealth Advisors
Ohio
$427K
OPPTF
929
OPSEU Pension Plan Trust Fund
Ontario, Canada
$426K +$12.9K +54 +3%
SSW
930
Smith Shellnut Wilson
Mississippi
$424K -$31.4K -132 -7%
CCM
931
Compton Capital Management
Rhode Island
$424K
WMP
932
Wealth Management Partners
Arizona
$423K +$801K +3,360 +200%
PCA
933
Pallas Capital Advisors
Massachusetts
$422K +$1.05M +4,386 New
CTFG
934
Capstone Triton Financial Group
Oklahoma
$418K +$4.29K +18 +1%
VDI
935
Vaughan David Investments
Illinois
$417K
BFA
936
Beaumont Financial Advisors
Massachusetts
$416K +$143K +600 +55%
GTCM
937
Gyon Technologies Capital Management
New Jersey
$415K -$385K -1,617 -49%
GDP
938
Great Diamond Partners
Maine
$415K +$1.43K +6 +0.4%
AB
939
Atlas Brown
Kentucky
$413K
BAM
940
Baldrige Asset Management
Pennsylvania
$409K -$104K -438 -21%
FWP
941
FAS Wealth Partners
Kansas
$404K +$12.2K +51 +3%
AI
942
AXS Investments
New York
$403K +$390K +1,638 New
TSS
943
Two Sigma Securities
New York
$403K +$390K +1,638 New
HCP
944
Hexagon Capital Partners
Arkansas
$402K +$175K +735 +82%
HTHT
945
Hemenway Trust Hemenway Trust
New Hampshire
$401K -$71.5K -300 -16%
AWM
946
Aries Wealth Management
Maine
$401K +$1.12M +4,716 New
IFG
947
Independent Financial Group
California
$401K +$2.14K +9 +0.6%
SCP
948
Shorepoint Capital Partners
Massachusetts
$398K +$386K +1,620 New
SW
949
SVB Wealth
Massachusetts
$396K +$3.57K +15 +0.9%
MPPW
950
Mitchell & Pahl Private Wealth
Oklahoma
$396K +$56.5K +237 +17%

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.