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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
SWG
1026
Summit Wealth Group
Vermont
$213K +$200K +918 New
BWP
1027
BSW Wealth Partners
Colorado
$210K -$102K -468 -34%
TCOV
1028
Trust Company of Vermont
Vermont
$210K -$47.8K -219 -20%
HCP
1029
Hexagon Capital Partners
Arkansas
$210K +$195K +891 New
GVAG
1030
Great Valley Advisor Group
Delaware
$210K +$197K +900 New
SFS
1031
Sowell Financial Services
Arkansas
$209K -$40K -183 -17%
PL
1032
Perpetual Ltd
Australia
$209K
Grantham, Mayo, Van Otterloo & Co (GMO)
1033
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$209K +$197K +900 New
HHAA
1034
Henry H. Armstrong Associates
Pennsylvania
$209K +$197K +900 New
JCM
1035
Janney Capital Management
Pennsylvania
$209K +$197K +900 New
RMC
1036
Resources Management Corp
Connecticut
$206K +$76K +348 +64%
DTL
1037
Dynamic Technology Lab
Singapore
$205K +$193K +882 New
BRC
1038
Bell Rock Capital
Delaware
$205K +$193K +885 New
HR
1039
Howe & Rusling
New York
$195K
HIIFS
1040
Harel Insurance Investments & Financial Services
Israel
$188K +$158K +723 +831%
CF
1041
Centaurus Financial
California
$186K -$579K -2,652 -77%
T
1042
TOBAM
France
$186K +$175K +801 New
RP
1043
Rowlandmiller & Partners
Georgia
$185K
MA
1044
MUFG Americas
New York
$175K
WT
1045
Washington Trust
Rhode Island
$175K +$96.3K +441 +140%
HWA
1046
HHM Wealth Advisors
Tennessee
$174K
CA
1047
Crewe Advisors
Utah
$171K +$21.6K +99 +16%
BCA
1048
Berman Capital Advisors
Georgia
$165K -$1.97K -9 -1%
CHAM
1049
Clear Harbor Asset Management
Connecticut
$158K +$149K +681 New
Bank Julius Baer & Co
1050
Bank Julius Baer & Co
Switzerland
$157K -$516K -2,361 -78%

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.