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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
BSW
1226
Buckingham Strategic Wealth
Missouri
-$242K -1,257 Closed
EA
1227
Emerald Advisers
Pennsylvania
-$240K -1,245 Closed
RIM
1228
Regent Investment Management
Kentucky
-$236K -1,227 Closed
FAIM
1229
Financial Advocates Investment Management
Washington
-$230K -1,194 Closed
PM
1230
Parametrica Management
Hong Kong
-$222K -1,155 Closed
OCM
1231
One Capital Management
California
-$220K -1,143 Closed
CPO
1232
Cerity Partners OCIO
New York
-$210K -1,092 Closed
MGIM
1233
M&G Investment Management
United Kingdom
-$209K -1,083 Closed
THWM
1234
Taylor Hoffman Wealth Management
Virginia
-$166K -861 Closed
AC
1235
Asio Capital
Kentucky
-$156K -810 Closed
RCA
1236
Reitz Capital Advisors
Michigan
-$117K -609 Closed
PA
1237
Procyon Advisors
Connecticut
-$92K -477 Closed
EMFAT
1238
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$68K -354 Closed
KPW
1239
Kore Private Wealth
New York
-$51K -267 Closed
MIFH
1240
Migdal Insurance & Financial Holdings
Israel
-$48K -249 Closed
BL
1241
Balentine LLC
Georgia
-$27K -141 Closed
PGAM
1242
Princeton Global Asset Management
New Jersey
-$21K -111 Closed
ACA
1243
Atlas Capital Advisors
Wyoming
-$17.9K -93 Closed
AWM
1244
Apollon Wealth Management
South Carolina
-$17K -90 Closed
EWP
1245
Engrave Wealth Partners
Texas
-$16K -87 Closed
AGA
1246
Accuvest Global Advisors
Utah
-$14K -72 Closed
FANJ
1247
Financial Architects (New Jersey)
New Jersey
-$11K -57 Closed
CA
1248
Centerpoint Advisors
Massachusetts
-$10K -54 Closed
CCA
1249
Column Capital Advisors
Indiana
-$6K -33 Closed
SCA
1250
Stonebridge Capital Advisors
Minnesota
-$6K -33 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.