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Sherwin-Williams

924 hedge funds and large institutions have $28.3B invested in Sherwin-Williams in 2018 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 306 increasing their positions, 330 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2636 (+10)

24% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 106

2% more funds holding

Funds holding: 910924 (+14)

0.64% less ownership

Funds ownership: 231.81%231.17% (-0.64%)

7% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 330

13% less capital invested

Capital invested by funds: $32.5B → $28.3B (-$4.23B)

62% less call options, than puts

Call options by funds: $51M | Put options by funds: $134M

Holders
924
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
20.58%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.8%
New
131
Increased
306
Reduced
330
Closed
106
Calls
$51M
Puts
$134M
Net Calls
-$82.5M
Net Calls Change
-$325M
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
976
Tudor Investment Corp
Connecticut
-$539K -3,555 Closed
GIA
977
Guyasuta Investment Advisors
Pennsylvania
-$478K -3,150 Closed
FAIM
978
Financial Advocates Investment Management
Washington
-$447K -2,946 Closed
QAM
979
Quantres Asset Management
Cayman Islands
-$410K -2,700 Closed
GFPC
980
Global Financial Private Capital
Florida
-$406K -2,673 Closed
SKK
981
Shepherd Kaplan Krochuk
Massachusetts
-$401K -2,643 Closed
IG
982
ING Group
Netherlands
-$399K -2,631 Closed
MWM
983
Meridian Wealth Management
Kentucky
-$324K -2,136 Closed
NFA
984
Nuveen Fund Advisors
Illinois
-$319K -2,103 Closed
MSR
985
Main Street Research
Connecticut
-$317K -2,091 Closed
WSCM
986
Wellington Shields Capital Management
New York
-$300K -1,980 Closed
PHK
987
Point72 Hong Kong
Hong Kong
-$293K -1,929 Closed
PM
988
Parametrica Management
Hong Kong
-$233K -1,536 Closed
AIM
989
Aspen Investment Management
Michigan
-$228K -1,500 Closed
BG
990
Bahl & Gaynor
Ohio
-$228K -1,500 Closed
CI
991
Capital Innovations
Wisconsin
-$228K -1,500 Closed
NERM
992
New England Research & Management
Illinois
-$228K -1,500 Closed
PCIA
993
Prime Capital Investment Advisors
Kansas
-$228K -1,500 Closed
SIC
994
Salem Investment Counselors
North Carolina
-$228K -1,500 Closed
SRSA
995
S.R. Schill & Associates
Washington
-$228K -1,500 Closed
BP
996
Ballentine Partners
Massachusetts
-$225K -1,485 Closed
BTW
997
Boston Trust Walden
Massachusetts
-$224K -1,476 Closed
FNBOO
998
First National Bank of Omaha
Nebraska
-$223K -1,470 Closed
MA
999
Mutual Advisors
Nebraska
-$222K -1,464 Closed
AT
1000
Arden Trust
Delaware
-$220K -1,449 Closed

SHW Hedge Fund Activity: Q4 2018 in Review

924 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2018, worth a combined $28.3B — down 13% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new SHW positions and 106 closed out — a net gain of 25 holders — while 306 added to existing stakes and 330 trimmed.

The largest buyer was Capital World Investors, adding an estimated $342M. The largest seller was Fidelity Investments, cutting an estimated $436M.

  • 924 institutional investors held Sherwin-Williams (SHW) as of Q4 2018, up from 910 in Q3 2018.
  • Funds reported $28.3B of Sherwin-Williams stock for Q4 2018, down 13% quarter-over-quarter.
  • 131 funds opened new Sherwin-Williams positions in Q4 2018 and 106 closed out, a net change of +25 holders.
  • The largest Sherwin-Williams buyer in Q4 2018 was Capital World Investors, an estimated $342M added.
  • The largest Sherwin-Williams seller in Q4 2018 was Fidelity Investments, an estimated $436M sold.

Based on aggregated 13F filings for Q4 2018.