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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
SIC
1076
Sterling Investment Counsel
New York
$390K +$358K +1,108 New
SMC
1077
Smith, Moore & Co
Missouri
$388K -$6.79K -21 -2%
CAI
1078
Capital Advisors Inc
Oklahoma
$388K
MNBTD
1079
Moody National Bank Trust Division
Texas
$388K
ARC
1080
Advisor Resource Council
Texas
$384K +$352K +1,089 New
MBTD
1081
Mechanics Bank - Trust Department
California
$381K
CBFP
1082
Cedar Brook Financial Partners
Ohio
$381K +$1.62K +5 +0.5%
DCM
1083
Deuterium Capital Management
Florida
$381K +$350K +1,082 New
MCM
1084
Maryland Capital Management
Maryland
$380K +$9.69K +30 +3%
KM
1085
Kalos Management
Georgia
$379K +$28.1K +87 +8%
VWM
1086
Valley Wealth Managers
New Jersey
$379K +$35.5K +110 +11%
HTHT
1087
Hemenway Trust Hemenway Trust
New Hampshire
$378K -$8.4K -26 -2%
AI
1088
AXS Investments
New York
$375K +$344K +1,065 New
LSPW
1089
Lake Street Private Wealth
Illinois
$375K +$344K +1,065 New
UCB
1090
United Community Bank
South Carolina
$374K +$343K +1,062 New
YIA
1091
YHB Investment Advisors
Connecticut
$373K -$7.11K -22 -2%
KFA
1092
Krane Funds Advisors
New York
$370K -$105K -324 -24%
HCP
1093
Holt Capital Partners
Texas
$370K -$96.9K -300 -22%
Manulife (Manufacturers Life Insurance)
1094
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$368K -$79.6M -246,404 -19%
VCM
1095
Versant Capital Management
Arizona
$367K
WFI
1096
West Family Investments
California
$367K
IP
1097
Innovative Portfolios
Indiana
$366K
VFA
1098
Values First Advisors
Tennessee
$364K +$334K +1,035 New
CWM
1099
Circle Wealth Management
New Jersey
$363K
FCB
1100
First Command Bank
Texas
$362K

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.