Sherwin-Williams
1,511 hedge funds and large institutions have $62B invested in Sherwin-Williams in 2023 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 502 increasing their positions, 556 reducing their positions, and 95 closing their positions.
135% more first-time investments, than exits
New positions opened: 223 | Existing positions closed: 95
49% more call options, than puts
Call options by funds: $522M | Put options by funds: $350M
44% more funds holding in top 10
Funds holding in top 10: 36 → 52 (+16)
22% more capital invested
Capital invested by funds: $50.8B → $62B (+$11.2B)
8% more funds holding
Funds holding: 1,400 → 1,511 (+111)
0.38% more ownership
Funds ownership: 77.28% → 77.67% (+0.38%)
10% less repeat investments, than reductions
Existing positions increased: 502 | Existing positions reduced: 556
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
+$373M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$345M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$289M |
| 4 |
Neuberger Berman Group
New York
|
+$147M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$407M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$380M |
| 3 |
JP Morgan Chase
New York
|
-$210M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$180M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$164M |
SHW Hedge Fund Activity: Q4 2023 in Review
1,511 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2023, worth a combined $62B — up 22% from $50.8B a quarter earlier.
Buyers outnumbered sellers: 223 funds opened new SHW positions and 95 closed out — a net gain of 128 holders — while 502 added to existing stakes and 556 trimmed.
The largest buyer was Alphinity Investment Management, opening a new position worth an estimated $373M. The largest seller was Janus Henderson Group, cutting an estimated $407M.
- 1,511 institutional investors held Sherwin-Williams (SHW) as of Q4 2023, up from 1,400 in Q3 2023.
- Funds reported $62B of Sherwin-Williams stock for Q4 2023, up 22% quarter-over-quarter.
- 223 funds opened new Sherwin-Williams positions in Q4 2023 and 95 closed out, a net change of +128 holders.
- The largest Sherwin-Williams buyer in Q4 2023 was Alphinity Investment Management, an estimated $373M added.
- The largest Sherwin-Williams seller in Q4 2023 was Janus Henderson Group, an estimated $407M sold.
Based on aggregated 13F filings for Q4 2023.