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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
Credit Agricole
1226
Credit Agricole
France
$21K +$62.2K +261 New
BWM
1227
BerganKDV Wealth Management
Minnesota
$20K
H
1228
Hexavest
Quebec, Canada
$20K
AWM
1229
Avior Wealth Management
Nebraska
$19K -$816K -3,426 -98%
FFC
1230
First Financial Corp
Indiana
$19K
NFSG
1231
Newbridge Financial Services Group
Florida
$19K +$16.4K +69 +767%
AIG
1232
American International Group
New York
$19K -$833K -3,495 -4%
SIS
1233
Sound Income Strategies
Florida
$18.4K
M
1234
MOTCO
Texas
$18K -$5.72K -24 -25%
WLPWM
1235
Walled Lake Planning & Wealth Management
Illinois
$18K
AWA
1236
Arkadios Wealth Advisors
Georgia
$17K
FA
1237
Financial Avengers
California
$17K
PCH
1238
PGIM Custom Harvest
New Jersey
$17K
BFC
1239
Bedel Financial Consulting
Indiana
$16K +$5K +21 +47%
MWP
1240
Meridian Wealth Partners
Pennsylvania
$16K +$15K +63 New
CWP
1241
Concord Wealth Partners
Virginia
$16K +$15.7K +66 New
EIM
1242
Essex Investment Management
Massachusetts
$15K
IWP
1243
IAG Wealth Partners
Wisconsin
$15K
CIA
1244
CSat Investment Advisory
Michigan
$15K +$4.29K +18 +43%
IF
1245
Ironwood Financial
Arizona
$14K
AL
1246
ADE LLC
Maryland
$13K
CFFP
1247
Center for Financial Planning
Michigan
$13K
CAL
1248
Capital Advisors Ltd
Ohio
$12K
HC
1249
Hoese & Co
Minnesota
$12K +$11.4K +48 New
CHA
1250
Carmichael Hill & Associates
Maryland
$11K

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.