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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
THWM
1176
Taylor Hoffman Wealth Management
Virginia
$272K
AWM
1177
Avaii Wealth Management
Wisconsin
$272K +$250K +773 New
EWM
1178
Endowment Wealth Management
Wisconsin
$271K +$248K +769 New
MIC
1179
Means Investment Company
Maine
$268K +$5.17K +16 +2%
QCM
1180
Quest Capital Management
Texas
$265K +$7.75K +24 +3%
LWM
1181
Laidlaw Wealth Management
New York
$265K +$243K +752 New
GA
1182
Geller Advisors
New York
$264K -$192K -593 -44%
6M
1183
6 Meridian
Kansas
$262K +$969 +3 +0.4%
VFA
1184
Valeo Financial Advisors
Indiana
$261K +$7.11K +22 +3%
MIA
1185
MainStreet Investment Advisors
Illinois
$260K -$4.52K -14 -2%
ESB
1186
Essex Savings Bank
Connecticut
$259K
CRI
1187
Colonial River Investments
Virginia
$259K +$238K +736 New
IWA
1188
IVC Wealth Advisors
Pennsylvania
$258K +$2.58K +8 +1%
CC
1189
Commons Capital
Massachusetts
$258K +$236K +731 New
EA
1190
Echo45 Advisors
California
$258K +$237K +733 New
TWM
1191
Titus Wealth Management
California
$256K
WSCM
1192
Wellington Shields Capital Management
New York
$252K
CIAS
1193
Capital Investment Advisory Services
North Carolina
$249K +$228K +706 New
CWG
1194
Crown Wealth Group
North Carolina
$249K +$228K +706 New
MPWT
1195
MassMutual Private Wealth & Trust
Connecticut
$248K -$18.4K -57 -8%
CB
1196
Cadence Bank
Mississippi
$248K +$227K +703 New
JC
1197
Jacobs & Co
California
$248K +$228K +705 New
PP
1198
Palladium Partners
Virginia
$248K +$228K +705 New
C
1199
CEDRUS
Colorado
$247K +$227K +702 New
MC
1200
Machina Capital
France
$247K +$226K +700 New

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.