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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
DACG
1151
Donor Advised Charitable Giving
California
$294K
DCM
1152
Donaldson Capital Management
Indiana
$291K -$646 -2 -0.2%
SWM
1153
Stockman Wealth Management
Montana
$291K
HWA
1154
HHM Wealth Advisors
Tennessee
$290K +$323 +1 +0.1%
BBHC
1155
Brown Brothers Harriman & Co
New York
$290K -$2.49M -7,691 -0.9%
MA
1156
MJP Associates
Connecticut
$286K -$1.29K -4 -0.5%
CCA
1157
Childress Capital Advisors
Texas
$286K +$1.94K +6 +0.7%
CWM
1158
Cornerstone Wealth Management
Missouri
$286K +$263K +815 New
AWA
1159
Aaron Wealth Advisors
Illinois
$285K +$262K +812 New
VV
1160
Verity & Verity
South Carolina
$283K
FZCM
1161
Flynn Zito Capital Management
New York
$283K +$260K +804 New
T
1162
TOBAM
France
$282K
BFPW
1163
BOK Financial Private Wealth
Colorado
$282K +$259K +800 New
EWA
1164
EverSource Wealth Advisors
Alabama
$282K +$259K +801 New
TCM
1165
Teza Capital Management
Illinois
$281K +$258K +797 New
CWP
1166
Curated Wealth Partners
California
$278K
JWBC
1167
J.W. Burns & Co
New York
$278K
CCM
1168
Crew Capital Management
Ohio
$275K -$9.69K -30 -4%
HCM
1169
Howland Capital Management
Massachusetts
$275K +$2.58K +8 +1%
BCM
1170
Becker Capital Management
Oregon
$274K -$15.5K -48 -6%
AFC
1171
AFT Forsyth & Company
Florida
$274K +$3.88K +12 +2%
BAM
1172
Belpointe Asset Management
Nevada
$274K +$36.2K +112 +17%
SB
1173
Sunflower Bank
Texas
$273K -$5.82K -18 -2%
AC
1174
Asio Capital
Kentucky
$273K
LSA
1175
Lion Street Advisors
Texas
$273K +$323 +1 +0.1%

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.