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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
FAFN
1226
First Affirmative Financial Network
Colorado
$226K +$207K +641 New
CIP
1227
Convergence Investment Partners
Florida
$225K +$206K +639 New
NP
1228
NorthRock Partners
Minnesota
$224K +$206K +637 New
Jacobs Levy Equity Management
1229
Jacobs Levy Equity Management
New Jersey
$223K +$205K +633 New
ZIM
1230
Zacks Investment Management
Illinois
$223K +$205K +635 New
RPWA
1231
Regent Peak Wealth Advisors
Georgia
$222K +$203K +629 New
NRS
1232
Neville Rodie & Shaw
New York
$222K +$204K +630 New
AIM
1233
Allen Investment Management
New York
$221K +$203K +627 New
AT
1234
Arvest Trust
Oklahoma
$221K +$203K +628 New
MWA
1235
Meridian Wealth Advisors
Texas
$220K +$202K +624 New
MCM
1236
Monarch Capital Management
Indiana
$220K +$202K +626 New
HWA
1237
HCR Wealth Advisors
California
$218K +$200K +618 New
HC
1238
Hendley & Co
Ohio
$217K +$199K +615 New
UFA
1239
US Financial Advisors
Massachusetts
$217K +$199K +615 New
LBC
1240
Lowe Brockenbrough & Co
Virginia
$214K +$196K +608 New
EGM
1241
Engineers Gate Manager
New York
$213K -$357K -1,106 -65%
EWM
1242
Evermay Wealth Management
Virginia
$211K
FA
1243
Financial Advisors
Massachusetts
$211K +$194K +600 New
SB
1244
Simmons Bank
Arkansas
$211K +$194K +600 New
TDC
1245
Thompson Davis & Co
Virginia
$211K +$194K +600 New
WC
1246
Whitney & Co
New York
$211K +$194K +600 New
WP
1247
WealthSource Partners
California
$210K -$77.2K -239 -29%
UWM
1248
USAdvisors Wealth Management
Minnesota
$207K +$190K +589 New
GRQ
1249
Gardner Russo & Quinn
Pennsylvania
$206K +$189K +585 New
Kovitz Investment Group Partners
1250
Kovitz Investment Group Partners
Illinois
$205K -$178K -552 -66%

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.