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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
MAM
1251
Magellan Asset Management
Australia
$205K -$24.2K -75 -11%
FNT
1252
First Nebraska Trust
Nebraska
$205K +$188K +582 New
MAM
1253
Martingale Asset Management
Massachusetts
$203K -$5.86M -18,145 -97%
VAFP
1254
Vahanian & Associates Financial Planning
New York
$202K +$185K +574 New
EWA
1255
Encompass Wealth Advisors
Oregon
$202K +$186K +575 New
PCS
1256
Personal CFO Solutions
New Jersey
$202K +$186K +575 New
Koshinski Asset Management
1257
Koshinski Asset Management
Illinois
$197K +$2.91K +9 +2%
SOW
1258
State of Wyoming
Wyoming
$191K -$107K -330 -38%
WTA
1259
Washington Trust Advisors
Massachusetts
$187K +$172K +532 New
POIA
1260
Pin Oak Investment Advisors
Texas
$183K
FMLI
1261
Fukoku Mutual Life Insurance
Japan
$183K +$38.8K +120 +30%
MUMSS
1262
Mitsubishi UFJ Morgan Stanley Securities
Japan
$182K +$167K +516 New
SCA
1263
Snowden Capital Advisors
New York
$179K -$218K -674 -57%
SC
1264
Skylands Capital
Wisconsin
$176K -$40.4K -125 -20%
CYG
1265
Clean Yield Group
Vermont
$175K
SC
1266
Seldon Capital
California
$175K +$161K +498 New
DWA
1267
Dougherty Wealth Advisers
Minnesota
$169K
Bank Julius Baer & Co
1268
Bank Julius Baer & Co
Switzerland
$168K +$33K +102 +27%
TCM
1269
Tradewinds Capital Management
Washington
$158K +$145K +450 New
WT
1270
Washington Trust
Rhode Island
$156K -$101K -312 -41%
MCS
1271
Metatron Capital SICAV
Malta
$155K +$142K +440 New
LJHT
1272
Laurie J. Hall Trustee
$151K
SCA
1273
Stonebridge Capital Advisors
Minnesota
$150K +$13.6K +42 +11%
RAM
1274
Riggs Asset Management
Pennsylvania
$141K
AIC
1275
Archer Investment Corporation
Indiana
$141K

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.