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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.26B -$1.44M -4,455 -0%
BlackRock
2
BlackRock
New York
$6.04B -$169M -521,986 -3%
State Street
3
State Street
Massachusetts
$3.88B +$43.9M +135,716 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.64B -$12.2M -37,737 -0.4%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.87B -$162M -502,495 -6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$2.37B +$313M +967,392 +17%
Capital World Investors
7
Capital World Investors
California
$1.72B +$1.02M +3,151 +0.1%
Bank of America
8
Bank of America
North Carolina
$1.65B +$6.34M +19,629 +0.4%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$1.54B -$34.8M -107,807 -2%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.48B -$60.5M -187,284 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.32B +$30.4M +94,212 +3%
Capital International Investors
12
Capital International Investors
California
$1.19B +$538M +1,664,485 +97%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.16B +$109M +337,977 +11%
Brown Advisory
14
Brown Advisory
Maryland
$1.14B +$207M +639,285 +25%
Northern Trust
15
Northern Trust
Illinois
$954M -$27M -83,618 -3%
Morgan Stanley
16
Morgan Stanley
New York
$930M -$143M -442,196 -14%
N
17
Nuveen
North Carolina
$858M -$2.99M -9,264 -0.4%
WCM Investment Management
18
WCM Investment Management
California
$802M +$29.5M +91,409 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$781M -$29.3M -90,596 -4%
AllianceBernstein
20
AllianceBernstein
Tennessee
$760M -$233M -719,665 -25%
Norges Bank
21
Norges Bank
Norway
$668M -$95M -293,925 -13%
Legal & General Group
22
Legal & General Group
United Kingdom
$626M +$5M +15,489 +0.9%
FPP
23
Findlay Park Partners
United Kingdom
$524M +$66.7M +206,548 +16%
Capital Research Global Investors
24
Capital Research Global Investors
California
$500M -$419M -1,298,165 -48%
Goldman Sachs
25
Goldman Sachs
New York
$464M -$60.1M -185,957 -12%

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.