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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
NSIM
1426
North Star Investment Management
Illinois
$4K +$3.23K +10 New
SC
1427
Solstein Capital
California
$3K
TSW
1428
Thompson Siegel & Walmsley
Virginia
$3K
KFP
1429
KB Financial Partners
New Jersey
$3K +$2.91K +9 New
CP
1430
Castleview Partners
Texas
$2.24K +$255M +789,581 New
GFPC
1431
Global Financial Private Client
Florida
$2.11K
MBFW
1432
Morton Brown Family Wealth
Pennsylvania
$2K +$1.62K +5 New
AIP
1433
Ahrens Investment Partners
Louisiana
$2K +$1.94K +6 New
TFGT
1434
TS Financial Group (TSFG)
Illinois
$2K +$1.94K +6 New
MP
1435
McDonald Partners
Ohio
$1.06K -$4.46M -13,802 -100%
ACM
1436
Absolute Capital Management
Pennsylvania
$1.06K +$969 +3 New
JWM
1437
Janiczek Wealth Management
Colorado
$1K
CCA
1438
Column Capital Advisors
Indiana
$1K +$969 +3 New
JGCM
1439
Joseph Group Capital Management
Ohio
$1K +$969 +3 New
BIM
1440
Baldwin Investment Management
Pennsylvania
$400 +$22.6K +70 +7%
FHC
1441
First Heartland Consultants
Missouri
$240 +$220K +681 New
MGIM
1442
M&G Investment Management
United Kingdom
$214 -$8.14M -25,184 -98%
RTC
1443
Riverview Trust Company
Washington
$94
ACI
1444
AMP Capital Investors
Australia
-$21.5M -76,769 Closed
N
1445
Natixis
France
-$16.1M -57,579 Closed
MIH
1446
Meitav Investment House
Israel
-$15.6M -55,780 Closed
BRCM
1447
Bright Rock Capital Management
Massachusetts
-$12.7M -45,300 Closed
JGC
1448
J. Goldman & Co
New York
-$8M -28,606 Closed
IP
1449
Interval Partners
New York
-$6.91M -24,702 Closed
KWILP
1450
Kiwi Wealth Investments Limited Partnership
New Zealand
-$5.96M -21,287 Closed

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.