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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
ME
1276
McIlrath & Eck
Washington
$4K
TFM
1277
TFC Financial Management
Massachusetts
$4K
DWP
1278
Destiny Wealth Partners
Florida
$4K +$4.29K +18 New
PP
1279
Pacifica Partners
Canada
$4K +$7.15K +30 +200%
FGAM
1280
Financial Gravity Asset Management
Texas
$3.88K
RIM
1281
Rockbridge Investment Management
New York
$3K
HDIM
1282
Hanson & Doremus Investment Management
Vermont
$3K +$2.86K +12 New
KFP
1283
KB Financial Partners
New Jersey
$2K +$2.14K +9 New
MCM
1284
MV Capital Management
Maryland
$2K +$2.14K +9 New
SC
1285
Solstein Capital
California
$2K +$2.14K +9 New
TSW
1286
Thompson Siegel & Walmsley
Virginia
$2K +$2.14K +9 New
GFPC
1287
Global Financial Private Client
Florida
$1.5K +$2.86K +12 +200%
UFF
1288
USA Financial Formulas
Michigan
$1K -$788K -3,306 -100%
LFG
1289
Larson Financial Group
Missouri
$1K
TJHA
1290
Thomas J. Herzfeld Advisors
Florida
$1K +$715 +3 +20%
BMD
1291
Better Money Decisions
New Mexico
$1K +$1.43K +6 New
CCM
1292
Covington Capital Management
California
$1K +$1.43K +6 New
RBC
1293
Roble Belko & Company
Pennsylvania
$1K +$1.43K +6 New
ACM
1294
Allred Capital Management
Texas
$738 +$715 +3 New
MG
1295
Meritage Group
California
-$141M -576,372 Closed
IAM
1296
Iridian Asset Management
Connecticut
-$81.5M -332,895 Closed
HCM
1297
Hitchwood Capital Management
New York
-$66.1M -270,000 Closed
Assenagon Asset Management
1298
Assenagon Asset Management
Luxembourg
-$35.6M -145,461 Closed
MWNA
1299
Marshall Wace North America
New York
-$12.8M -52,422 Closed
AI
1300
Atom Investors
Texas
-$12M -49,095 Closed

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.