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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
GKWIM
1201
Gerber Kawasaki Wealth & Investment Management
California
$246K -$66.2K -205 -23%
RA
1202
RFG Advisory
Alabama
$246K +$226K +698 New
LFA
1203
Legacy Financial Advisors
Kentucky
$245K +$225K +696 New
MIM
1204
Meixler Investment Management
Arizona
$244K +$224K +693 New
BCM
1205
Barometer Capital Management
Ontario, Canada
$243K +$223K +691 New
OWA
1206
Opal Wealth Advisors
New York
$242K +$222K +686 New
LP
1207
LGL Partners
Pennsylvania
$242K +$222K +687 New
JCM
1208
Jacobi Capital Management
Pennsylvania
$240K
ACM
1209
Advisors Capital Management
New Jersey
$239K +$219K +677 New
GWS
1210
Glassman Wealth Services
Virginia
$238K +$124K +383 +131%
CPA
1211
Court Place Advisors
Maryland
$238K +$218K +675 New
BAM
1212
Baldrige Asset Management
Pennsylvania
$236K +$323 +1 +0.1%
IF
1213
Intrua Financial
Texas
$236K +$2.91K +9 +1%
AMCA
1214
Arthur M. Cohen & Associates
Illinois
$236K +$216K +670 New
DA
1215
Detalus Advisors
Missouri
$236K +$216K +670 New
VA
1216
Valmark Advisers
Ohio
$235K -$29.1K -90 -12%
CA
1217
Crewe Advisors
Utah
$232K -$2.91K -9 -1%
LNWTC
1218
Laird Norton Wetherby Trust Company
Washington
$232K +$213K +659 New
IA
1219
IFG Advisory
Georgia
$232K +$213K +660 New
WCA
1220
Waypoint Capital Advisors
Minnesota
$231K +$212K +655 New
CPC
1221
Cookson Peirce & Co
Pennsylvania
$231K +$212K +657 New
WI
1222
WrapManager Inc
California
$230K -$32K -99 -13%
DPI
1223
Diversified Portfolios Inc
Michigan
$230K +$211K +652 New
CHAM
1224
Clear Harbor Asset Management
Connecticut
$229K +$210K +651 New
SIC
1225
Samalin Investment Counsel
New York
$227K +$208K +644 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.