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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
VNA
1176
Valley National Advisers
Pennsylvania
$3K
TJHA
1177
Thomas J. Herzfeld Advisors
Florida
$3K +$655 +3 +25%
UFF
1178
USA Financial Formulas
Michigan
$3K +$1.31K +6 +67%
PCA
1179
Providence Capital Advisors
North Carolina
$3K +$3.27K +15 New
TFM
1180
TFC Financial Management
Massachusetts
$3K +$3.27K +15 New
F
1181
F3Logic
Minnesota
$2.81K -$227K -1,041 -8%
HFM
1182
Hartford Financial Management
Connecticut
$2K
ARMC
1183
American Research & Management Company
Massachusetts
$1K
LFG
1184
Larson Financial Group
Missouri
$1K
PFGIA
1185
Patriot Financial Group Insurance Agency
Massachusetts
$1K
SIM
1186
Sonora Investment Management
Arizona
$1K
CWAF
1187
Core Wealth Advisors (Florida)
Florida
$1K +$655 +3 New
MCM
1188
Manchester Capital Management
Vermont
$1K +$1.31K +6 New
AI
1189
AdvisorShares Investments
Maryland
$938 -$41.9K -192 -5%
SSW
1190
Smith Shellnut Wilson
Mississippi
$474
CPA
1191
Clear Perspective Advisors
Illinois
$211
FCA
1192
FinTrust Capital Advisors
South Carolina
$10 +$2.62K +12 +36%
Viking Global Investors
1193
Viking Global Investors
Connecticut
-$230M -1,193,505 Closed
EPFB
1194
Employees Provident Fund Board
Malaysia
-$86M -446,391 Closed
MCL
1195
MIK Capital LP
New York
-$6.88M -35,715 Closed
MCM
1196
Moore Capital Management
New York
-$6.26M -32,526 Closed
TCM
1197
Teza Capital Management
Illinois
-$4.09M -21,216 Closed
LGP
1198
Leonard Green & Partners
California
-$4.04M -21,000 Closed
ESCM
1199
Echo Street Capital Management
New York
-$3.12M -16,206 Closed
ACP
1200
Aviance Capital Partners
Florida
-$2.91M -15,090 Closed

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.