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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
M
1126
Mirova
France
$165K +$90.8K +381 +23%
AWM
1127
Atticus Wealth Management
Florida
$154K +$1.43K +6 +1%
JCM
1128
Jacobi Capital Management
Pennsylvania
$152K +$37.9K +159 +35%
LWP
1129
Laurel Wealth Planning
Minnesota
$151K
MPWT
1130
MassMutual Private Wealth & Trust
Connecticut
$147K +$12.9K +54 +10%
FC
1131
FORA Capital
Florida
$145K +$141K +591 New
MHR
1132
Matthew Hamilton Rosenberg
$141K +$7.15K +30 +6%
QT
1133
Quantbot Technologies
New York
$139K -$1.56M -6,531 -92%
ITFISA
1134
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$137K +$132K +555 New
PWMG
1135
Prestige Wealth Management Group
New Jersey
$135K -$615K -2,583 -83%
SOW
1136
State of Wyoming
Wyoming
$125K +$122K +510 New
FQ
1137
First Quadrant
California
$122K
AF
1138
Allworth Financial
California
$122K +$62.9K +264 +113%
HFM
1139
Harvest Fund Management
China
$120K -$139K -582 -28%
FHC
1140
First Horizon Corporation
Tennessee
$120K -$12.2K -51 -9%
DWA
1141
Dougherty Wealth Advisers
Minnesota
$118K
CFD
1142
Creative Financial Designs
Indiana
$116K
LJHT
1143
Laurie J. Hall Trustee
$111K
PWM
1144
Prentice Wealth Management
New York
$109K +$106K +444 New
POIA
1145
Pin Oak Investment Advisors
Texas
$104K -$27.2K -114 -21%
WCM
1146
Wealthcare Capital Management
Virginia
$100K +$97.2K +408 New
RAM
1147
Riggs Asset Management
Pennsylvania
$98K
JIR
1148
James Investment Research
Ohio
$98K +$95.1K +399 New
CHC
1149
City Holding Co
West Virginia
$94K
ZB
1150
Zions Bancorporation
Utah
$94K

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.