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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
HNWAG
1376
High Net Worth Advisory Group
Florida
$23K +$21.3K +66 New
RFWA
1377
RPg Family Wealth Advisory
Massachusetts
$22.2K
CWM
1378
Curi Wealth Management
North Carolina
$22K +$21K +65 New
IWP
1379
IAG Wealth Partners
Wisconsin
$21K
RG
1380
Retirement Group
California
$21K +$19.4K +60 New
SC
1381
Stephens Consulting
Michigan
$20.1K +$18.4K +57 New
CFFP
1382
Center for Financial Planning
Michigan
$19K
FCA
1383
FinTrust Capital Advisors
South Carolina
$19K
CFCI
1384
Comprehensive Financial Consultants Institutional
Indiana
$19K +$23.3K +72 New
CWC
1385
Carolinas Wealth Consulting
North Carolina
$18K +$3.55K +11 +28%
IFAM
1386
Institutional & Family Asset Management
Colorado
$17K -$48.5K -150 -76%
CHA
1387
Carmichael Hill & Associates
Maryland
$16K
SWA
1388
SOA Wealth Advisors
New York
$16K
WCMN
1389
Westchester Capital Management (Nebraska)
Nebraska
$16K
SFM
1390
Signet Financial Management
New Jersey
$15K +$13.9K +43 New
EIM
1391
Essex Investment Management
Massachusetts
$13K -$7.75K -24 -40%
LWA
1392
Lenox Wealth Advisors
New York
$13K +$2.91K +9 +33%
CWA
1393
Carolina Wealth Advisors
South Carolina
$12K
CTB
1394
Country Trust Bank
Illinois
$12K
JFGIW
1395
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$776K -2,400 -99%
FRA
1396
Front Row Advisors
California
$11K
TIM
1397
Tortoise Investment Management
New York
$11K
MFA
1398
McClarren Financial Advisors
Pennsylvania
$11K +$323 +1 +3%
EIP
1399
Ellis Investment Partners
Pennsylvania
$10K
TF
1400
Tompkins Financial
New York
$10K +$6.14K +19 +211%

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.