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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
HDIM
1076
Hanson & Doremus Investment Management
Vermont
$73K
GRP
1077
Global Retirement Partners
California
$72K
GWS
1078
Glassman Wealth Services
Virginia
$72K +$34.1K +156 +102%
KCM
1079
Kathmere Capital Management
Pennsylvania
$67K +$62.9K +288 New
AssetMark Inc
1080
AssetMark Inc
California
$66K -$655 -3 -1%
AF
1081
Allworth Financial
California
$64K
RTC
1082
Riverview Trust Company
Washington
$62K
LC
1083
Lindbrook Capital
California
$61K +$5.24K +24 +10%
VFA
1084
Valeo Financial Advisors
Indiana
$59K -$22.3K -102 -29%
RFA
1085
Reilly Financial Advisors
California
$58K -$5.24K -24 -9%
DAM
1086
Delta Asset Management
Tennessee
$57K
PFBT
1087
Parkside Financial Bank & Trust
Missouri
$57K
BWP
1088
Baldwin Wealth Partners
Massachusetts
$52K
OC
1089
Oakworth Capital
Alabama
$49K
AWA
1090
Arkadios Wealth Advisors
Georgia
$42.5K +$655 +3 +2%
HWM
1091
Holloway Wealth Management
Florida
$42K
JFA
1092
JNBA Financial Advisors
Minnesota
$42K
AL
1093
AJO LP
Pennsylvania
$41K +$39.3K +180 New
MA
1094
MCF Advisors
Kentucky
$40K +$5.24K +24 +16%
EWA
1095
Evolution Wealth Advisors
Florida
$40K +$26.2K +120 +235%
HWA
1096
Heritage Wealth Advisors
Virginia
$39K
JWA
1097
JFS Wealth Advisors
Pennsylvania
$38K
GI
1098
Gradient Investments
Minnesota
$36K -$62.2K -285 -65%
CWC
1099
Carolinas Wealth Consulting
North Carolina
$36K +$33.4K +153 New
PO
1100
Private Ocean
California
$36K +$33.4K +153 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.