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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
CHA
1151
Carmichael Hill & Associates
Maryland
$10K
BWA
1152
BDO Wealth Advisors
Florida
$10K +$5.24K +24 +114%
TF
1153
TimeScale Financial
Massachusetts
$10K +$9.17K +42 New
PW
1154
Price Wealth
Texas
$9K
TPWA
1155
TRUE Private Wealth Advisors
Oregon
$9K
BWM
1156
BerganKDV Wealth Management
Minnesota
$8K
CWA
1157
Carolina Wealth Advisors
South Carolina
$8K
RG
1158
Retirement Group
California
$8K
ETC
1159
Exchange Traded Concepts
Oklahoma
$8K +$3.27K +15 +71%
RWML
1160
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.66K
HF
1161
Halpern Financial
Virginia
$7.66K +$7.21K +33 New
APWA
1162
Atlas Private Wealth Advisors
New Jersey
$7K
FRA
1163
Front Row Advisors
California
$7K
TIM
1164
Tortoise Investment Management
New York
$7K
SSB
1165
Sandy Spring Bank
Maryland
$7K +$1.31K +6 +29%
HWM
1166
HighMark Wealth Management
Minnesota
$7K +$6.55K +30 New
SIAS
1167
Shine Investment Advisory Services
Colorado
$6K
GAM
1168
Gemmer Asset Management
California
$4K
ME
1169
McIlrath & Eck
Washington
$4K
WCG
1170
Weaver Consulting Group
California
$4K
PS
1171
Planned Solutions
California
$4K +$3.93K +18 New
SQA
1172
Simon Quick Advisors
New Jersey
$3K -$3.27K -15 -50%
BHWM
1173
Bay Harbor Wealth Management
Maryland
$3K
LGWM
1174
Litman Gregory Wealth Management
California
$3K
RIM
1175
Rockbridge Investment Management
New York
$3K

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.