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
WIC
1476
Whitegate Investment Counselors
New Hampshire
-$485K -1,733 Closed
QP
1477
Quilter Plc
United Kingdom
-$475K -1,698 Closed
CCWA
1478
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$429K -1,535 Closed
TC
1479
Toews Corporation
New Jersey
-$420K -1,500 Closed
XS
1480
XR Securities
Illinois
-$418K -1,495 Closed
HIS
1481
Harvest Investment Services
Illinois
-$382K -1,369 Closed
DS
1482
DRW Securities
Illinois
-$382K -1,365 Closed
BC
1483
Bridgefront Capital
Texas
-$366K -1,309 Closed
VHAM
1484
Van Hulzen Asset Management
California
-$357K -1,275 Closed
HWMG
1485
Hurlow Wealth Management Group
Indiana
-$356K -1,274 Closed
SSWG
1486
Seven Springs Wealth Group
Tennessee
-$349K -1,248 Closed
BBA
1487
Braun-Bostich & Associates
Pennsylvania
-$331K -1,185 Closed
MS
1488
Maven Securities
Jersey
-$345K -1,067 Closed
IEFM
1489
IQ EQ Fund Management
Ireland
-$286K -1,021 Closed
E
1490
Ergoteles
New York
-$274K -978 Closed
AI
1491
Atom Investors
Texas
-$260K -931 Closed
SWG
1492
Summit Wealth Group
Vermont
-$253K -906 Closed
ALAM
1493
Asahi Life Asset Management
Japan
-$252K -900 Closed
PIM
1494
Perpetual Investment Management
Australia
-$252K -900 Closed
GWM
1495
Gitterman Wealth Management
New Jersey
-$252K -899 Closed
Financial Engines Advisors
1496
Financial Engines Advisors
California
-$224K -804 Closed
ICP
1497
Interchange Capital Partners
Pennsylvania
-$212K -761 Closed
FAIM
1498
Financial Advocates Investment Management
Washington
-$207K -739 Closed
LWM
1499
Liberty Wealth Management
California
-$195K -646 Closed
AWA
1500
Arkadios Wealth Advisors
Georgia
-$119K -425 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.