We are live on ! Find out more
SHW icon

Sherwin-Williams

1,190 hedge funds and large institutions have $49B invested in Sherwin-Williams in 2020 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 454 increasing their positions, 379 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 61

22% more capital invested

Capital invested by funds: $40.2B → $49B (+$8.81B)

20% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 379

9% more funds holding in top 10

Funds holding in top 10: 3437 (+3)

6% more funds holding

Funds holding: 1,1181,190 (+72)

2.39% more ownership

Funds ownership: 229.68%232.07% (+2.4%)

19% less call options, than puts

Call options by funds: $436M | Put options by funds: $536M

Holders
1,190
Holders Change
+72
Holders Change %
+6.44%
% of All Funds
24.01%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.75%
New
140
Increased
454
Reduced
379
Closed
61
Calls
$436M
Puts
$536M
Net Calls
-$100M
Net Calls Change
-$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
126
Eaton Vance Management
Massachusetts
$57.4M -$1.13M -5,169 -2%
CWM
127
CIBC World Markets
New York
$56.7M +$48.1M +220,395 +924%
Los Angeles Capital Management
128
Los Angeles Capital Management
California
$56.7M +$20.2M +92,643 +61%
Fidelity International
129
Fidelity International
Bermuda
$55.7M -$6.99M -32,022 -12%
PCA
130
Personal Capital Advisors
California
$52.3M +$821K +3,759 +2%
MSV
131
MN Services Vermogensbeheer
Netherlands
$50M +$655K +3,000 +1%
PAM
132
Panagora Asset Management
Massachusetts
$49.8M +$27.8M +127,233 +146%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$48.7M -$125K -573 -0.3%
AG
134
Aperio Group
California
$48.5M +$728K +3,336 +2%
Lord, Abbett & Co
135
Lord, Abbett & Co
New Jersey
$48.3M +$45.4M +207,789 New
NB
136
Norinchukin Bank
Japan
$45.7M -$368K -1,683 -0.8%
CII
137
Capital International Inc
California
$45.3M +$999K +4,575 +2%
GIC
138
GFI Investment Counsel
Ontario, Canada
$45.2M -$559K -2,559 -1%
GT
139
Glenmede Trust
Pennsylvania
$45M +$935K +4,284 +2%
CCM
140
Compass Capital Management
Minnesota
$44.8M -$1.14M -5,211 -3%
HP
141
Hosking Partners
United Kingdom
$44M -$1.41M -6,435 -3%
CAG
142
Crestwood Advisors Group
Massachusetts
$43.7M -$217K -996 -0.5%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$42.4M -$2.8M -12,837 -7%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$42.1M +$3.5M +16,023 +10%
Allianz Asset Management
145
Allianz Asset Management
Germany
$41.7M +$3.01M +13,773 +8%
Luther King Capital Management (LKCM)
146
Luther King Capital Management (LKCM)
Texas
$40.7M -$615K -2,817 -2%
US Bancorp
147
US Bancorp
Minnesota
$40.4M -$794K -3,636 -2%
KBC Group
148
KBC Group
Belgium
$39.8M +$13.3M +60,792 +55%
M&T Bank
149
M&T Bank
New York
$39.8M +$1.21M +5,538 +3%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$39.2M +$10M +45,852 +37%

SHW Hedge Fund Activity: Q3 2020 in Review

1,190 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q3 2020, worth a combined $49B — up 22% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SHW positions and 61 closed out — a net gain of 79 holders — while 454 added to existing stakes and 379 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $186M. The largest seller was Viking Global Investors, exiting entirely with an estimated $230M sold.

  • 1,190 institutional investors held Sherwin-Williams (SHW) as of Q3 2020, up from 1,118 in Q2 2020.
  • Funds reported $49B of Sherwin-Williams stock for Q3 2020, up 22% quarter-over-quarter.
  • 140 funds opened new Sherwin-Williams positions in Q3 2020 and 61 closed out, a net change of +79 holders.
  • The largest Sherwin-Williams buyer in Q3 2020 was 1832 Asset Management, an estimated $186M added.
  • The largest Sherwin-Williams seller in Q3 2020 was Viking Global Investors, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2020.