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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
NR
1276
Newfound Research
Massachusetts
$139K -$1.94K -6 -1%
MHR
1277
Matthew Hamilton Rosenberg
$138K -$58.8K -182 -32%
ZIG
1278
Zullo Investment Group
Pennsylvania
$134K +$123K +380 New
ZB
1279
Zions Bancorporation
Utah
$132K +$1.29K +4 +1%
CFO
1280
CVA Family Office
Colorado
$127K +$116K +360 New
TFS
1281
TrustCore Financial Services
Tennessee
$124K
QC
1282
Quent Capital
New York
$121K +$111K +343 New
CA
1283
CoreCap Advisors
Michigan
$120K +$111K +342 New
PCG
1284
Private Capital Group
Connecticut
$119K -$1.94K -6 -2%
Kayne Anderson Rudnick Investment Management
1285
Kayne Anderson Rudnick Investment Management
California
$116K
CI
1286
Carroll Investors
South Carolina
$116K +$108K +333 New
LWP
1287
Laurel Wealth Planning
Minnesota
$114K
IAG
1288
Investmark Advisory Group
Connecticut
$114K +$104K +323 New
PCTC
1289
Perkins Coie Trust Company
Washington
$112K -$194K -600 -65%
VRM
1290
Vectors Research Management
New York
$109K
TSWM
1291
Tyler-Stone Wealth Management
Ohio
$108K +$98.9K +306 New
GLLW
1292
Graves Light Lenhart Wealth
Virginia
$106K
WB
1293
Webster Bank
Connecticut
$106K
Jones Financial Companies
1294
Jones Financial Companies
Missouri
$103K +$5.82K +18 +7%
LC
1295
Lindbrook Capital
California
$100K -$1.62K -5 -2%
ARIS
1296
Advanced Research Investment Solutions
California
$100K
PB
1297
Pinnacle Bancorp
Nebraska
$100K
AWA
1298
Aquire Wealth Advisors
Utah
$100K +$91.4K +283 New
PP
1299
PrairieView Partners
Minnesota
$98K +$80.5K +249 +830%
SCA
1300
Sandy Cove Advisors
Massachusetts
$98K +$90.2K +279 New

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.