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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
BCWM
951
Bartlett & Co Wealth Management
Ohio
$279K
GLA
952
Great Lakes Advisors
Illinois
$278K +$28.8K +132 +12%
ACM
953
Armbruster Capital Management
New York
$277K
BWM
954
Baystate Wealth Management
Massachusetts
$277K +$655 +3 +0.3%
RBFC
955
Roman Butler Fullerton & Co
Missouri
$276K +$655 +3 +0.3%
WP
956
WealthPLAN Partners
Nebraska
$275K +$655 +3 +0.3%
SC
957
Schulhoff & Co
Ohio
$275K +$259K +1,185 New
SWM
958
SVA Wealth Management
Wisconsin
$272K -$262K -1,200 -51%
CCM
959
Coldstream Capital Management
Washington
$272K -$7.21K -33 -3%
FA
960
Faithward Advisors
Pennsylvania
$271K -$7.06M -32,325 -97%
PWPS
961
Pinnacle Wealth Planning Services
Ohio
$271K -$1.97K -9 -0.8%
BPA
962
Beacon Pointe Advisors
California
$271K +$21.6K +99 +9%
HAIM
963
Hunter Associates Investment Management
Pennsylvania
$270K +$655 +3 +0.3%
RE
964
RBC Europe
United Kingdom
$269K
IAN
965
Integrated Advisors Network
Texas
$268K -$19.7K -90 -7%
ECG
966
Edge Capital Group
Georgia
$268K +$252K +1,155 New
WIC
967
Whitegate Investment Counselors
New Hampshire
$267K +$8.52K +39 +4%
PCTC
968
Perkins Coie Trust Company
Washington
$266K -$1.31K -6 -0.5%
TAM
969
Townsend Asset Management
North Carolina
$265K
MWM
970
Meridian Wealth Management
Kentucky
$264K +$7.21K +33 +3%
AA
971
ALPS Advisors
Colorado
$263K -$67.5K -309 -21%
HCM
972
Howland Capital Management
Massachusetts
$263K +$4.59K +21 +2%
Fisher Asset Management
973
Fisher Asset Management
Washington
$263K +$247K +1,131 New
HIC
974
Harvey Investment Company
Kentucky
$261K
SWM
975
SeaCrest Wealth Management
New York
$259K +$244K +1,116 New

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.