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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
ACM
1001
Azimuth Capital Management
Michigan
-$219K -1,443 Closed
IWC
1002
Integrated Wealth Concepts
Massachusetts
-$220K -1,443 Closed
VHAM
1003
Van Hulzen Asset Management
California
-$216K -1,425 Closed
LIM
1004
Leavell Investment Management
Alabama
-$214K -1,410 Closed
VAM
1005
Visionary Asset Management
Texas
-$213K -1,401 Closed
CC
1006
Cedar Capital
Illinois
-$210K -1,386 Closed
LSAG
1007
Lake Street Advisors Group
New Hampshire
-$208K -1,368 Closed
WP
1008
WealthSource Partners
California
-$207K -1,365 Closed
HCP
1009
Holt Capital Partners
Texas
-$205K -1,350 Closed
PP
1010
PDS Planning
Ohio
-$203K -1,341 Closed
AWM
1011
Altium Wealth Management
New York
-$202K -1,329 Closed
TA
1012
Townsend & Associates
Colorado
-$148K -978 Closed
CMBA
1013
C.M. Bidwell & Associates
Hawaii
-$130K -858 Closed
WC
1014
Whitney & Co
New York
-$83K -600 Closed
CAG
1015
Csenge Advisory Group
Florida
-$66K -480 Closed
GP
1016
Girard Partners
Pennsylvania
-$63K -420 Closed
MWPCG
1017
Measured Wealth Private Client Group
New Hampshire
-$57K -375 Closed
AIL
1018
AGF Investments LLC
Ontario, Canada
-$50K -330 Closed
Capstone Investment Advisors
1019
Capstone Investment Advisors
New York
-$38K -249 Closed
CPIG
1020
Chicago Partners Investment Group
Illinois
-$25K -204 Closed
LJHT
1021
Laurie J. Hall Trustee
-$27K -180 Closed
KJWM
1022
Kiley Juergens Wealth Management
Washington
-$22K -150 Closed
ML
1023
McAdam LLC
Pennsylvania
-$21K -138 Closed
ECM
1024
Exchange Capital Management
Michigan
-$16K -105 Closed
TFS
1025
TrustCore Financial Services
Tennessee
-$15K -96 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.