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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
EWA
1176
Evolution Wealth Advisors
Florida
$58K +$24.3K +102 +77%
CMA
1177
Cedar Mountain Advisors
Oregon
$58K +$37.2K +156 +200%
SFO
1178
Standard Family Office
South Dakota
$58K +$53.6K +225 +1,875%
PB
1179
Pinnacle Bancorp
Nebraska
$57K +$24.3K +102 +79%
BWP
1180
Baldwin Wealth Partners
Massachusetts
$55K
NSB
1181
Norway Savings Bank
Maine
$55K
HCM
1182
Highlander Capital Management
New Jersey
$55K +$17.9K +75 +50%
Jones Financial Companies
1183
Jones Financial Companies
Missouri
$55K +$35K +147 +196%
OC
1184
Oakworth Capital
Alabama
$52K
TC
1185
Tacita Capital
Ontario, Canada
$52K +$7.15K +30 +17%
COCM
1186
Charter Oak Capital Management
New Hampshire
$51K +$42.9K +180 +667%
PI
1187
PEAK6 Investments
Illinois
$50K -$268K -1,125 -85%
IFAM
1188
Institutional & Family Asset Management
Colorado
$49K +$35.7K +150 +313%
EI
1189
Ellevest Inc
New York
$46K +$3.57K +15 +9%
PWA
1190
Phoenix Wealth Advisors
North Carolina
$46K +$88.6K +372 +200%
KFI
1191
Key Financial Inc
Pennsylvania
$45K
JFA
1192
JNBA Financial Advisors
Minnesota
$45K +$715 +3 +2%
CWC
1193
Carolinas Wealth Consulting
North Carolina
$44K
HWM
1194
Holloway Wealth Management
Florida
$44K
MA
1195
MCF Advisors
Kentucky
$43K
HWA
1196
Heritage Wealth Advisors
Virginia
$41.3K
JWA
1197
JFS Wealth Advisors
Pennsylvania
$41K
WP
1198
WealthShield Partners
North Carolina
$38K -$462K -1,938 -93%
PO
1199
Private Ocean
California
$38K
CCC
1200
Crescent Capital Consulting
Louisiana
$37K

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.