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Sherwin-Williams

1,292 hedge funds and large institutions have $49.2B invested in Sherwin-Williams in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 559 increasing their positions, 399 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 399

31% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 91

19.59% more ownership

Funds ownership: 230.15%249.74% (+20%)

1% more funds holding

Funds holding: 1,2751,292 (+17)

4% less capital invested

Capital invested by funds: $51.4B → $49.2B (-$2.18B)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

29% less call options, than puts

Call options by funds: $430M | Put options by funds: $606M

Holders
1,292
Holders Change
+17
Holders Change %
+1.33%
% of All Funds
22.69%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.6%
New
119
Increased
559
Reduced
399
Closed
91
Calls
$430M
Puts
$606M
Net Calls
-$176M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
1101
Resources Management Corp
Connecticut
$220K
WP
1102
WealthPLAN Partners
Nebraska
$219K +$278K +1,167 +102%
VV
1103
Verity & Verity
South Carolina
$216K +$575K +2,412 New
OCM
1104
One Capital Management
California
$214K
BBHC
1105
Brown Brothers Harriman & Co
New York
$208K +$199M +834,516 +6,584%
MFG
1106
Menard Financial Group
Texas
$208K +$202K +846 New
FAIM
1107
Financial Advocates Investment Management
Washington
$208K +$271K +1,137 New
HR
1108
Howe & Rusling
New York
$207K
LS
1109
Leelyn Smith
Illinois
$207K +$89.3K +375 +44%
Kovitz Investment Group Partners
1110
Kovitz Investment Group Partners
Illinois
$206K
C
1111
Certuity
Florida
$204K -$15K -63 -7%
BTWM
1112
Baker Tilly Wealth Management
Wisconsin
$204K -$715 -3 -0.4%
MA
1113
MJP Associates
Connecticut
$204K +$197K +828 New
DCM
1114
Donaldson Capital Management
Indiana
$203K -$125K -525 -39%
SWM
1115
Stockman Wealth Management
Montana
$203K
SB
1116
Sunflower Bank
Texas
$203K
T
1117
TOBAM
France
$197K
WT
1118
Washington Trust
Rhode Island
$186K -$5K -21 -3%
MA
1119
MUFG Americas
New York
$185K -$8.58K -36 -5%
HWA
1120
HHM Wealth Advisors
Tennessee
$185K
O
1121
Ossiam
France
$184K +$178K +747 New
FMT
1122
First Mercantile Trust
Tennessee
$176K -$39.3K -165 -19%
MAM
1123
Magellan Asset Management
Australia
$176K
CA
1124
Crewe Advisors
Utah
$174K -$10K -42 -6%
SAS
1125
Stelac Advisory Services
New York
$171K -$20K -84 -11%

SHW Hedge Fund Activity: Q1 2021 in Review

1,292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2021, worth a combined $49.2B — down 4.3% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SHW positions and 91 closed out — a net gain of 28 holders — while 559 added to existing stakes and 399 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $1.65B. The largest seller was Capital World Investors, cutting an estimated $495M.

  • 1,292 institutional investors held Sherwin-Williams (SHW) as of Q1 2021, up from 1,275 in Q4 2020.
  • Funds reported $49.2B of Sherwin-Williams stock for Q1 2021, down 4.3% quarter-over-quarter.
  • 119 funds opened new Sherwin-Williams positions in Q1 2021 and 91 closed out, a net change of +28 holders.
  • The largest Sherwin-Williams buyer in Q1 2021 was Geode Capital Management, an estimated $1.65B added.
  • The largest Sherwin-Williams seller in Q1 2021 was Capital World Investors, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2021.