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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
FMTC
1001
Farmers & Merchants Trust Company
California
$236K +$222K +1,017 New
FG
1002
Fiduciary Group
Georgia
$236K +$222K +1,017 New
WMA
1003
Wealth Management Associates
New Jersey
$235K +$221K +1,011 New
FMWA
1004
Forvis Mazars Wealth Advisors
Missouri
$234K +$220K +1,008 New
1W
1005
1776 Wealth
Georgia
$233K +$3.93K +18 +2%
GH
1006
GAM Holding
Switzerland
$232K +$217K +996 New
XS
1007
XR Securities
Illinois
$231K +$217K +993 New
MCCP
1008
Mission Creek Capital Partners
California
$230K +$216K +990 New
RFM
1009
Royal Fund Management
Florida
$229K +$216K +990 New
W
1010
Wealthquest
Ohio
$229K +$216K +990 New
BIM
1011
Baldwin Investment Management
Pennsylvania
$226K +$213K +975 New
FDCDDQ
1012
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K -$138K -630 -39%
GP
1013
Girard Partners
Pennsylvania
$225K -$17K -78 -7%
PCM
1014
Penserra Capital Management
California
$224K +$73.4K +336 +53%
WI
1015
Wintrust Investments
Illinois
$223K +$210K +960 New
FMT
1016
First Mercantile Trust
Tennessee
$220K -$50.4K -231 -19%
PCA
1017
Peddock Capital Advisors
Massachusetts
$219K +$206K +945 New
SAS
1018
Stelac Advisory Services
New York
$218K +$9.83K +45 +5%
PBO
1019
Peoples Bank (Ohio)
Ohio
$218K +$205K +939 New
ACM
1020
Azimuth Capital Management
Michigan
$216K +$203K +930 New
LWA
1021
Lineweaver Wealth Advisors
Ohio
$215K +$202K +927 New
Two Sigma Investments
1022
Two Sigma Investments
New York
$214K -$63.1M -289,077 -100%
HPWM
1023
Highland Private Wealth Management
Washington
$214K +$202K +924 New
QCG
1024
Quadrant Capital Group
Ohio
$213K -$22.9K -105 -10%
Financial Engines Advisors
1025
Financial Engines Advisors
California
$213K +$200K +918 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.