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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
BP
1101
Ballentine Partners
Massachusetts
$362K +$38.8K +120 +13%
FG
1102
Fiduciary Group
Georgia
$361K
WFA
1103
WMG Financial Advisors
Tennessee
$361K +$331K +1,023 New
C
1104
Certuity
Florida
$358K -$151K -468 -32%
BFAG
1105
Blackston Financial Advisory Group
Florida
$356K +$326K +1,010 New
SC
1106
Schulhoff & Co
Ohio
$354K -$1.29K -4 -0.4%
CF
1107
Centaurus Financial
California
$353K +$48.5K +150 +18%
CCMG
1108
Clark Capital Management Group
Pennsylvania
$352K +$26.8K +83 +9%
PWMG
1109
Prestige Wealth Management Group
New Jersey
$349K +$22.6K +70 +8%
CA
1110
CGN Advisors
Kansas
$338K
WP
1111
WealthPLAN Partners
Nebraska
$334K +$116K +358 +44%
PCA
1112
Peddock Capital Advisors
Massachusetts
$333K
BS
1113
Boenning & Scattergood
Pennsylvania
$333K +$306K +947 New
PGWM
1114
Pitti Group Wealth Management
New York
$333K +$306K +947 New
FMTC
1115
Farmers & Merchants Trust Company
California
$332K
BTWM
1116
Baker Tilly Wealth Management
Wisconsin
$332K +$29.1K +90 +11%
JWCA
1117
J.W. Cole Advisors
Florida
$332K +$33K +102 +12%
HPWM
1118
Highland Private Wealth Management
Washington
$331K +$3.23K +10 +1%
WS
1119
Wedbush Securities
California
$327K -$23.3K -72 -7%
ICM
1120
IMS Capital Management
Oregon
$327K +$300K +929 New
LIM
1121
Leavell Investment Management
Alabama
$326K -$194K -600 -39%
MAG
1122
MRA Advisory Group
New Jersey
$324K
HAIM
1123
Hunter Associates Investment Management
Pennsylvania
$323K +$646 +2 +0.2%
FCH
1124
Freestone Capital Holdings
Washington
$323K +$297K +918 New
CNB
1125
Camden National Bank
Maine
$322K -$34.6K -107 -10%

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.