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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
PWM
1501
Prentice Wealth Management
New York
-$106K -380 Closed
NIM
1502
NuWave Investment Management
New Jersey
-$101K -360 Closed
IUHSA
1503
Itau Unibanco Holding S.A.
Brazil
-$98K -350 Closed
MTCM
1504
Mint Tower Capital Management
Netherlands
-$96K -343 Closed
GRP
1505
Global Retirement Partners
California
-$79K -281 Closed
EWA
1506
Evolution Wealth Advisors
Florida
-$60K -213 Closed
PWA
1507
Phoenix Wealth Advisors
North Carolina
-$52K -186 Closed
MA
1508
MCF Advisors
Kentucky
-$48K -171 Closed
PO
1509
Private Ocean
California
-$43K -153 Closed
SFO
1510
Standard Family Office
South Dakota
-$42K -150 Closed
CDIA
1511
Capital Directions Investment Advisors
Georgia
-$36K -129 Closed
CPC
1512
Consolidated Planning Corp
Georgia
-$36K -129 Closed
SMG
1513
Spectrum Management Group
Indiana
-$35K -126 Closed
KIG
1514
Kowal Investment Group
Wisconsin
-$35K -124 Closed
KA
1515
Kozak & Associates
Colorado
-$37K -111 Closed
CFA
1516
Cahill Financial Advisors
Minnesota
-$30K -108 Closed
RCA
1517
Ranch Capital Advisors
Florida
-$27K -96 Closed
RA
1518
Resolute Advisors
California
-$20K -72 Closed
WLPWM
1519
Walled Lake Planning & Wealth Management
Illinois
-$20K -72 Closed
IF
1520
Ironwood Financial
Arizona
-$16K -57 Closed
AL
1521
ADE LLC
Maryland
-$14K -51 Closed
DOA
1522
D'Orazio & Associates
Virginia
-$14K -51 Closed
VNIM
1523
Vaughan Nelson Investment Management
Texas
-$11K -40 Closed
APWA
1524
Atlas Private Wealth Advisors
New Jersey
-$8K -30 Closed
SAI
1525
Systematic Alpha Investments
New Jersey
-$6K -18 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.