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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
FPA
1301
First Pacific Advisors
California
$97K
CAL
1302
Capital Advisors Ltd
Ohio
$97K +$73.3K +227 +473%
FAM
1303
Fred Alger Management
New York
$92K -$34M -105,366 -100%
RFA
1304
Reilly Financial Advisors
California
$90K +$2.26K +7 +3%
C
1305
Covestor
United Kingdom
$88K +$80.8K +250 New
DAM
1306
Delta Asset Management
Tennessee
$87K
ASBI
1307
American State Bank (Iowa)
Iowa
$84.5K
HA
1308
Homestead Advisers
Virginia
$83K +$17.4K +54 +30%
CSWM
1309
Cassady Schiller Wealth Management
Ohio
$82K +$75.6K +234 New
CFD
1310
Creative Financial Designs
Indiana
$81K -$78.5K -243 -51%
BWP
1311
Baldwin Wealth Partners
Massachusetts
$79K
HCM
1312
Highlander Capital Management
New Jersey
$79K
KFI
1313
Key Financial Inc
Pennsylvania
$79K
AWM
1314
Atticus Wealth Management
Florida
$77K +$5.49K +17 +8%
CWS
1315
Confluence Wealth Services
Pennsylvania
$76K +$69.8K +216 New
OC
1316
Oakworth Capital
Alabama
$74K
COCM
1317
Charter Oak Capital Management
New Hampshire
$73K
HWM
1318
Holloway Wealth Management
Florida
$72K
FMII
1319
Farmers & Merchants Investments Inc
Nebraska
$71K +$6.79K +21 +12%
JWA
1320
JFS Wealth Advisors
Pennsylvania
$67K +$7.75K +24 +15%
BWA
1321
BDO Wealth Advisors
Florida
$61K +$10K +31 +22%
HWA
1322
Heritage Wealth Advisors
Virginia
$59K
SWM
1323
Sugarloaf Wealth Management
Georgia
$58K +$32K +99 +146%
TC
1324
Tacita Capital
Ontario, Canada
$56K
NIC
1325
Northwest Investment Counselors
Oregon
$56K +$51.4K +159 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.