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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
FCA
1251
FinTrust Capital Advisors
South Carolina
$11K
LAS
1252
Lloyd Advisory Services
Georgia
$11K
LWANC
1253
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$10.7K +45 New
LWA
1254
Lenox Wealth Advisors
New York
$10K -$15K -63 -62%
WWM
1255
Wolff Wiese Magana
California
$10K -$10.7K -45 -54%
RG
1256
Retirement Group
California
$9K +$715 +3 +9%
HF
1257
Halpern Financial
Virginia
$8.12K
CWA
1258
Carolina Wealth Advisors
South Carolina
$8K
SCA
1259
Stonebridge Capital Advisors
Minnesota
$8K +$7.86K +33 New
APWA
1260
Atlas Private Wealth Advisors
New Jersey
$7K
EIP
1261
Ellis Investment Partners
Pennsylvania
$7K
FRA
1262
Front Row Advisors
California
$7K
HWM
1263
HighMark Wealth Management
Minnesota
$7K
TIM
1264
Tortoise Investment Management
New York
$7K
VNA
1265
Valley National Advisers
Pennsylvania
$7K +$4.29K +18 +150%
TWA
1266
TCI Wealth Advisors
Arizona
$7K +$5.72K +24 +400%
PP
1267
PrairieView Partners
Minnesota
$7K +$7.15K +30 New
RA
1268
Resolute Advisors
California
$7K +$51.5K +216 New
WAS
1269
Winch Advisory Services
Wisconsin
$6K
SWA
1270
SOA Wealth Advisors
New York
$5K -$10.7K -45 -68%
ADIM
1271
Alpha DNA Investment Management
Maryland
$5K -$1.43K -6 -20%
TF
1272
TimeScale Financial
Massachusetts
$5K +$5K +21 New
PCA
1273
Providence Capital Advisors
North Carolina
$4K -$4.29K -18 -55%
GAM
1274
Gemmer Asset Management
California
$4K
LGWM
1275
Litman Gregory Wealth Management
California
$4K

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.