Sherwin-Williams
1,400 hedge funds and large institutions have $50.8B invested in Sherwin-Williams in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 508 increasing their positions, 495 reducing their positions, and 81 closing their positions.
103% more call options, than puts
Call options by funds: $387M | Put options by funds: $190M
67% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 81
3% more funds holding
Funds holding: 1,360 → 1,400 (+40)
3% more repeat investments, than reductions
Existing positions increased: 508 | Existing positions reduced: 495
0.41% more ownership
Funds ownership: 76.88% → 77.28% (+0.41%)
3% less capital invested
Capital invested by funds: $52.6B → $50.8B (-$1.78B)
12% less funds holding in top 10
Funds holding in top 10: 41 → 36 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$575M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$472M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$252M |
| 4 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$179M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$604M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$245M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$215M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$207M |
| 5 |
Millennium Management
New York
|
-$166M |
SHW Hedge Fund Activity: Q3 2023 in Review
1,400 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q3 2023, worth a combined $50.8B — down 3.4% from $52.6B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new SHW positions and 81 closed out — a net gain of 54 holders — while 508 added to existing stakes and 495 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $575M. The largest seller was Viking Global Investors, exiting entirely with an estimated $604M sold.
- 1,400 institutional investors held Sherwin-Williams (SHW) as of Q3 2023, up from 1,360 in Q2 2023.
- Funds reported $50.8B of Sherwin-Williams stock for Q3 2023, down 3.4% quarter-over-quarter.
- 135 funds opened new Sherwin-Williams positions in Q3 2023 and 81 closed out, a net change of +54 holders.
- The largest Sherwin-Williams buyer in Q3 2023 was Fidelity Investments, an estimated $575M added.
- The largest Sherwin-Williams seller in Q3 2023 was Viking Global Investors, an estimated $604M sold.
Based on aggregated 13F filings for Q3 2023.