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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
LS
1051
Leelyn Smith
Illinois
$151K
ABC
1052
Associated Banc-Corp
Wisconsin
$140K +$5.24K +24 +4%
AWM
1053
Atticus Wealth Management
Florida
$137K +$7.21K +33 +6%
NNP
1054
Nachman Norwood & Parrott
South Carolina
$134K +$126K +576 New
CHC
1055
City Holding Co
West Virginia
$132K
MPWT
1056
MassMutual Private Wealth & Trust
Connecticut
$130K +$13.1K +60 +12%
MHR
1057
Matthew Hamilton Rosenberg
$126K
POIA
1058
Pin Oak Investment Advisors
Texas
$125K
FHC
1059
First Horizon Corporation
Tennessee
$125K +$118K +540 New
CYG
1060
Clean Yield Group
Vermont
$117K +$7.21K +33 +7%
DWA
1061
Dougherty Wealth Advisers
Minnesota
$111K
CFD
1062
Creative Financial Designs
Indiana
$109K -$55.7K -255 -35%
CSPIA
1063
Cary Street Partners Investment Advisory
Virginia
$107K +$101K +462 New
BWA
1064
Burt Wealth Advisors
Maryland
$106K
NSIM
1065
North Star Investment Management
Illinois
$105K
LJHT
1066
Laurie J. Hall Trustee
$105K +$98.3K +450 New
JCM
1067
Jacobi Capital Management
Pennsylvania
$102K +$1.97K +9 +2%
WC
1068
Wexford Capital
Florida
$100K +$93.7K +429 New
RAM
1069
Riggs Asset Management
Pennsylvania
$92K
ZB
1070
Zions Bancorporation
Utah
$89K
PCG
1071
Private Capital Group
Connecticut
$87K -$4.59K -21 -5%
AIM
1072
AIA Investment Management
Singapore
$82K +$22.3K +102 +40%
PFWA
1073
Paces Ferry Wealth Advisors
Georgia
$78K +$73.4K +336 New
QCMC
1074
Quantum Capital Management (California)
California
$75K -$5.9K -27 -8%
LWM
1075
Liberty Wealth Management
California
$73K -$34.1K -156 -33%

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.