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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
SC
1401
Sierra Capital
Florida
$10K +$8.72K +27 New
DHGWA
1402
Dixon Hughes Goodman Wealth Advisors
North Carolina
$9K +$8.08K +25 New
HC
1403
Hoese & Co
Minnesota
$9K +$8.4K +26 New
TAM
1404
Tucker Asset Management
Colorado
$8.06K +$7.43K +23 New
GAM
1405
Gemmer Asset Management
California
$8K
WAS
1406
Winch Advisory Services
Wisconsin
$8K
APC
1407
Aspire Private Capital
North Carolina
$8K +$7.75K +24 New
HWM
1408
HighMark Wealth Management
Minnesota
$7K
CCM
1409
Chilton Capital Management
Texas
$7K +$6.79K +21 New
RA
1410
Rise Advisors
New York
$6.76K +$6.14K +19 New
FFA
1411
Freedman Financial Associates
Massachusetts
$6K
SC
1412
Schubert & Co
Texas
$6K +$5.17K +16 New
TH
1413
TCTC Holdings
Texas
$6K +$5.82K +18 New
PP
1414
Pacifica Partners
Canada
$5K
PCA
1415
Providence Capital Advisors
North Carolina
$5K
TFM
1416
TFC Financial Management
Massachusetts
$5K
TJHA
1417
Thomas J. Herzfeld Advisors
Florida
$5K
CAC
1418
Core Alternative Capital
Georgia
$5K +$4.52K +14 New
JRFS
1419
James Reed Financial Services
Ohio
$5K +$4.85K +15 New
RCM
1420
Raleigh Capital Management
North Carolina
$5K +$4.85K +15 New
ACA
1421
Atlas Capital Advisors
Wyoming
$4.22K
FGAM
1422
Financial Gravity Asset Management
Texas
$4.16K +$682K +2,111 +17%
HDIM
1423
Hanson & Doremus Investment Management
Vermont
$4K
MCM
1424
Manchester Capital Management
Vermont
$4K
RIM
1425
Rockbridge Investment Management
New York
$4K

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.