Sherwin-Williams
1,040 hedge funds and large institutions have $32.3B invested in Sherwin-Williams in 2020 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 364 increasing their positions, 415 reducing their positions, and 149 closing their positions.
17% more call options, than puts
Call options by funds: $190M | Put options by funds: $162M
3.07% less ownership
Funds ownership: 232.79% → 229.72% (-3.1%)
6% less funds holding
Funds holding: 1,111 → 1,040 (-71)
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
12% less repeat investments, than reductions
Existing positions increased: 364 | Existing positions reduced: 415
23% less capital invested
Capital invested by funds: $41.7B → $32.3B (-$9.39B)
37% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
+$195M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$195M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$158M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$151M |
| 5 |
Morgan Stanley
New York
|
+$150M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$547M |
| 2 |
SC
Sculptor Capital
New York
|
-$180M |
| 3 |
BlackRock
New York
|
-$165M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$132M |
| 5 |
Man Group
London,
United Kingdom
|
-$112M |
SHW Hedge Fund Activity: Q1 2020 in Review
1,040 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2020, worth a combined $32.3B — down 23% from $41.7B a quarter earlier.
Sellers outnumbered buyers: 149 funds closed out of SHW and 94 opened new positions — a net loss of 55 holders — while 415 trimmed existing stakes and 364 added.
The largest buyer was Vontobel Asset Management, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $547M.
- 1,040 institutional investors held Sherwin-Williams (SHW) as of Q1 2020, down from 1,111 in Q4 2019.
- Funds reported $32.3B of Sherwin-Williams stock for Q1 2020, down 23% quarter-over-quarter.
- 94 funds opened new Sherwin-Williams positions in Q1 2020 and 149 closed out, a net change of -55 holders.
- The largest Sherwin-Williams buyer in Q1 2020 was Vontobel Asset Management, an estimated $195M added.
- The largest Sherwin-Williams seller in Q1 2020 was Bank of America, an estimated $547M sold.
Based on aggregated 13F filings for Q1 2020.