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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
WCA
1351
Waratah Capital Advisors
Ontario, Canada
-$218K -888 Closed
CIAS
1352
Capital Investment Advisory Services
North Carolina
-$215K -879 Closed
MIA
1353
MainStreet Investment Advisors
Illinois
-$212K -867 Closed
WA
1354
Wealth Alliance
New York
-$203K -831 Closed
GCP
1355
GSA Capital Partners
United Kingdom
-$202K -825 Closed
HIIFS
1356
Harel Insurance Investments & Financial Services
Israel
-$570K -723 Closed
CM
1357
Capula Management
Cayman Islands
-$169K -690 Closed
ABC
1358
Associated Banc-Corp
Wisconsin
-$164K -669 Closed
RPWA
1359
Regent Peak Wealth Advisors
Georgia
-$136K -555 Closed
CYG
1360
Clean Yield Group
Vermont
-$118K -483 Closed
BWA
1361
Burt Wealth Advisors
Maryland
-$112K -456 Closed
NSIM
1362
North Star Investment Management
Illinois
-$110K -450 Closed
CAAS
1363
Capital Asset Advisory Services
Michigan
-$85K -348 Closed
CCA
1364
Childress Capital Advisors
Texas
-$85K -345 Closed
KCM
1365
Kathmere Capital Management
Pennsylvania
-$71K -288 Closed
CDIA
1366
Capital Directions Investment Advisors
Georgia
-$32K -129 Closed
HGWM
1367
Harvest Group Wealth Management
Massachusetts
-$31K -126 Closed
VCG
1368
Vantage Consulting Group
Virginia
-$31K -126 Closed
AWG
1369
Altus Wealth Group
Colorado
-$28K -117 Closed
FCH
1370
Freestone Capital Holdings
Washington
-$22.8K -93 Closed
ACA
1371
Atlas Capital Advisors
Wyoming
-$18.4K -75 Closed
TIAM2
1372
Tru Independence Asset Management 2
Oregon
-$17K -69 Closed
BBHBI
1373
B, B, H, & B Inc
Alabama
-$14K -60 Closed
AIL
1374
AGF Investments LLC
Ontario, Canada
-$14K -57 Closed
SFA
1375
Semmax Financial Advisors
North Carolina
-$12K -51 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.