Sherwin-Williams
741 hedge funds and large institutions have $18.6B invested in Sherwin-Williams in 2016 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 234 increasing their positions, 270 reducing their positions, and 76 closing their positions.
42% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 76
31.03% more ownership
Funds ownership: 225.04% → 256.07% (+31%)
29% more funds holding in top 10
Funds holding in top 10: 17 → 22 (+5)
3% more funds holding
Funds holding: 719 → 741 (+22)
6% more call options, than puts
Call options by funds: $125M | Put options by funds: $118M
2% less capital invested
Capital invested by funds: $19.1B → $18.6B (-$470M)
13% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 270
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$2.87B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$430M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$398M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$223M |
| 5 |
SI
Scharf Investments
Los Gatos,
California
|
+$99.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$285M |
| 2 |
EPCM
Eton Park Capital Management
New York
|
-$220M |
| 3 |
JP Morgan Chase
New York
|
-$200M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$147M |
| 5 |
Goldman Sachs
New York
|
-$134M |
SHW Hedge Fund Activity: Q4 2016 in Review
741 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2016, worth a combined $18.6B — down 2.5% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new SHW positions and 76 closed out — a net gain of 32 holders — while 234 added to existing stakes and 270 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $2.87B. The largest seller was Fidelity Investments, cutting an estimated $285M.
- 741 institutional investors held Sherwin-Williams (SHW) as of Q4 2016, up from 719 in Q3 2016.
- Funds reported $18.6B of Sherwin-Williams stock for Q4 2016, down 2.5% quarter-over-quarter.
- 108 funds opened new Sherwin-Williams positions in Q4 2016 and 76 closed out, a net change of +32 holders.
- The largest Sherwin-Williams buyer in Q4 2016 was 1832 Asset Management, an estimated $2.87B added.
- The largest Sherwin-Williams seller in Q4 2016 was Fidelity Investments, an estimated $285M sold.
Based on aggregated 13F filings for Q4 2016.