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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
NIM
976
NuWave Investment Management
New Jersey
$356K +$339K +1,422 +5,925%
HIP
977
HUB Investment Partners
Texas
$356K +$345K +1,449 New
PG
978
Pendal Group
Australia
$355K -$35.7K -150 -9%
PP
979
PDS Planning
Ohio
$355K +$10K +42 +3%
BTW
980
Boston Trust Walden
Massachusetts
$353K -$32.2K -135 -9%
IIM
981
Ipswich Investment Management
Massachusetts
$351K
AA
982
ALPS Advisors
Colorado
$348K +$76.5K +321 +29%
GC
983
Grace Capital
Massachusetts
$345K -$10.7K -45 -3%
FBB
984
Fulton Breakefield Broenniman
Maryland
$345K
CF
985
Centaurus Financial
California
$345K +$71.5K +300 +27%
CCM
986
Coldstream Capital Management
Washington
$342K -$21.4K -90 -6%
BBNA
987
Bremer Bank National Association
Minnesota
$342K
GIA
988
Gateway Investment Advisers
Ohio
$340K -$14.3K -60 -4%
BCA
989
Berman Capital Advisors
Georgia
$339K +$149K +624 +83%
SC
990
Savant Capital
Illinois
$336K -$1.43K -6 -0.4%
SA
991
Strategic Advisors
New York
$334K
AC
992
Apella Capital
Connecticut
$332K
HCP
993
Holt Capital Partners
Texas
$332K
WIC
994
Whitegate Investment Counselors
New Hampshire
$332K +$47.9K +201 +17%
APWM
995
Atlas Private Wealth Management
New York
$331K -$10.7K -45 -3%
KM
996
Kalos Management
Georgia
$330K +$826K +3,465 New
OPS
997
Orion Portfolio Solutions
Nebraska
$329K +$13.6K +57 +4%
NHC
998
Nicholas Hoffman & Company
Georgia
$327K +$2.14K +9 +0.7%
GLA
999
Great Lakes Advisors
Illinois
$326K +$5.72K +24 +2%
VVP
1000
Venture Visionary Partners
Ohio
$326K +$104K +435 +49%

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.