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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
ATC
1126
Adirondack Trust Company
New York
$21K
EI
1127
Ellevest Inc
New York
$19K -$115K -525 -87%
H
1128
Hexavest
Quebec, Canada
$19K +$7.86K +36 +80%
AWM
1129
Avior Wealth Management
Nebraska
$18K
CMA
1130
Cedar Mountain Advisors
Oregon
$18K
FFC
1131
First Financial Corp
Indiana
$18K
SWA
1132
Sutton Wealth Advisors
Florida
$17.4K
CP
1133
Corbenic Partners
Pennsylvania
$17K
SIS
1134
Sound Income Strategies
Florida
$17K
WLPWM
1135
Walled Lake Planning & Wealth Management
Illinois
$17K
AIL
1136
AGF Investments LLC
Ontario, Canada
$17K +$655 +3 +4%
FFA
1137
Founders Financial Alliance
North Carolina
$17K +$15.7K +72 New
EIP
1138
Ellis Investment Partners
Pennsylvania
$16K +$9.83K +45 +167%
RFWA
1139
RPg Family Wealth Advisory
Massachusetts
$14.6K
EW
1140
Evoke Wealth
California
$14K
IWP
1141
IAG Wealth Partners
Wisconsin
$14K
EIM
1142
Essex Investment Management
Massachusetts
$14K +$5.24K +24 +67%
FCH
1143
Freestone Capital Holdings
Washington
$13.9K +$13.1K +60 New
CFFP
1144
Center for Financial Planning
Michigan
$13K
IF
1145
Ironwood Financial
Arizona
$13K
PCWA
1146
Pacific Capital Wealth Advisors
California
$12K +$11.1K +51 New
IFAM
1147
Institutional & Family Asset Management
Colorado
$11K -$105K -480 -91%
CAL
1148
Capital Advisors Ltd
Ohio
$11K
LAS
1149
Lloyd Advisory Services
Georgia
$11K
BFC
1150
Bedel Financial Consulting
Indiana
$10K

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.