We are live on ! Find out more
SHW icon

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
TFO
1351
Tarbox Family Office
California
$37K
AP
1352
Arlington Partners
Alabama
$35K +$32K +99 New
ATC
1353
Adirondack Trust Company
New York
$32K
NFSG
1354
Newbridge Financial Services Group
Florida
$31K
FAG
1355
Fortitude Advisory Group
Washington
$31K +$28.8K +89 New
SWA
1356
Sutton Wealth Advisors
Florida
$31K
BWM
1357
BerganKDV Wealth Management
Minnesota
$29K +$323 +1 +1%
LSA
1358
Leonteq Securities AG
Switzerland
$28.5K -$32.3K -100 -55%
LAS
1359
Lloyd Advisory Services
Georgia
$28K
AW
1360
Alaethes Wealth
Nevada
$27K
CMA
1361
Cedar Mountain Advisors
Oregon
$27K
FFC
1362
First Financial Corp
Indiana
$27K
RA
1363
Rational Advisors
New York
$27K +$13.9K +43 +126%
CWP
1364
Concord Wealth Partners
Virginia
$27K +$14.2K +44 +138%
KPCM
1365
Kings Point Capital Management
New York
$27K +$24.6K +76 New
SIS
1366
Sound Income Strategies
Florida
$26K
BIA
1367
Bell Investment Advisors
California
$25K -$6.79K -21 -23%
GI
1368
Gradient Investments
Minnesota
$25K
M
1369
MOTCO
Texas
$25K
TWA
1370
TCI Wealth Advisors
Arizona
$25K +$3.55K +11 +18%
BFC
1371
Bedel Financial Consulting
Indiana
$25K +$3.88K +12 +20%
AWA
1372
Amplius Wealth Advisors
Pennsylvania
$25K +$23.3K +72 New
FA
1373
Financial Avengers
California
$24K +$323 +1 +1%
VNA
1374
Valley National Advisers
Pennsylvania
$24K +$3.55K +11 +19%
LF
1375
Lee Financial
Texas
$23K +$21K +65 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.