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Sherwin-Williams

1,442 hedge funds and large institutions have $70.3B invested in Sherwin-Williams in 2021 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 488 increasing their positions, 472 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 239 | Existing positions closed: 87

93% more funds holding in top 10

Funds holding in top 10: 2956 (+27)

24% more capital invested

Capital invested by funds: $56.7B → $70.3B (+$13.6B)

10% more funds holding

Funds holding: 1,3131,442 (+129)

1.15% more ownership

Funds ownership: 76.06%77.21% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 472

17% less call options, than puts

Call options by funds: $606M | Put options by funds: $729M

Holders
1,442
Holders Change
+129
Holders Change %
+9.82%
% of All Funds
22.19%
Holding in Top 10
56
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+93.1%
% of All Funds
0.86%
New
239
Increased
488
Reduced
472
Closed
87
Calls
$606M
Puts
$729M
Net Calls
-$123M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
1051
Dana Investment Advisors
Wisconsin
$423K
HHAA
1052
Henry H. Armstrong Associates
Pennsylvania
$423K
APWM
1053
Atlas Private Wealth Management
New York
$421K -$48.5K -150 -11%
ACM
1054
Armbruster Capital Management
New York
$420K
9WM
1055
9258 Wealth Management
Ohio
$420K +$68.8K +213 +22%
W
1056
Wealthquest
Ohio
$419K +$64.6K +200 +20%
Group One Trading
1057
Group One Trading
Illinois
$417K -$912K -2,821 -70%
RP
1058
Rowlandmiller & Partners
Georgia
$411K +$247K +765 +190%
RDWM
1059
Red Door Wealth Management
Tennessee
$408K -$4.52K -14 -1%
Impax Asset Management Group
1060
Impax Asset Management Group
United Kingdom
$407K -$10K -31 -3%
HFM
1061
Harvest Fund Management
China
$406K +$179K +553 +91%
SIA
1062
Schechter Investment Advisors
Michigan
$405K +$372K +1,150 New
OFS
1063
OneAscent Financial Services
Alabama
$402K +$369K +1,141 New
CNAM
1064
Campbell Newman Asset Management
Wisconsin
$401K
BBNA
1065
Bremer Bank National Association
Minnesota
$400K
HIC
1066
Harvey Investment Company
Kentucky
$396K
MA
1067
MUFG Americas
New York
$396K +$101K +312 +38%
PWM
1068
Perigon Wealth Management
California
$394K -$20.4K -63 -5%
CSS
1069
Cubist Systematic Strategies
Connecticut
$393K -$1.05M -3,245 -74%
AAP
1070
Arax Advisory Partners
Colorado
$393K -$16.2K -50 -4%
IC
1071
Intersect Capital
California
$393K +$13.9K +43 +4%
RFM
1072
Royal Fund Management
Florida
$392K
LWP
1073
Lumature Wealth Partners
Georgia
$392K +$60.7K +188 +20%
CCM
1074
Chickasaw Capital Management
Tennessee
$391K
PCP
1075
Proficio Capital Partners
Massachusetts
$391K +$3.88K +12 +1%

SHW Hedge Fund Activity: Q4 2021 in Review

1,442 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2021, worth a combined $70.3B — up 24% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 239 funds opened new SHW positions and 87 closed out — a net gain of 152 holders — while 488 added to existing stakes and 472 trimmed.

The largest buyer was Capital International Investors, adding an estimated $538M. The largest seller was Capital Research Global Investors, cutting an estimated $419M.

  • 1,442 institutional investors held Sherwin-Williams (SHW) as of Q4 2021, up from 1,313 in Q3 2021.
  • Funds reported $70.3B of Sherwin-Williams stock for Q4 2021, up 24% quarter-over-quarter.
  • 239 funds opened new Sherwin-Williams positions in Q4 2021 and 87 closed out, a net change of +152 holders.
  • The largest Sherwin-Williams buyer in Q4 2021 was Capital International Investors, an estimated $538M added.
  • The largest Sherwin-Williams seller in Q4 2021 was Capital Research Global Investors, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2021.