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Sherwin-Williams

1,329 hedge funds and large institutions have $47.5B invested in Sherwin-Williams in 2022 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 448 increasing their positions, 506 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 72

46% more call options, than puts

Call options by funds: $391M | Put options by funds: $268M

14% more capital invested

Capital invested by funds: $41.5B → $47.5B (+$6.01B)

6% more funds holding

Funds holding: 1,2591,329 (+70)

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

0.44% less ownership

Funds ownership: 77.78%77.33% (-0.44%)

11% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 506

Holders
1,329
Holders Change
+70
Holders Change %
+5.56%
% of All Funds
21.36%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
166
Increased
448
Reduced
506
Closed
72
Calls
$391M
Puts
$268M
Net Calls
+$122M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
401
Family Management
New York
$4.71M -$68.9K -298 -1%
PAA
402
Peregrine Asset Advisers
Oregon
$4.61M
SAM
403
Securian Asset Management
Minnesota
$4.6M -$75.8K -328 -2%
Lido Advisors
404
Lido Advisors
California
$4.56M +$371K +1,603 +9%
SMDAM
405
Sumitomo Mitsui DS Asset Management
Japan
$4.56M +$287K +1,242 +7%
TF
406
Threadgill Financial
Texas
$4.54M -$121K -523 -3%
EMPI
407
Elo Mutual Pension Insurance
Finland
$4.52M +$116K +501 +3%
CGIM
408
Capital Group Investment Management
Singapore
$4.49M +$4.37M +18,915 New
MSRPS
409
Maryland State Retirement & Pension System
Maryland
$4.47M +$4.35M +18,818 New
SHFA
410
SS&H Financial Advisors
Michigan
$4.41M
KRS
411
Kentucky Retirement Systems
Kentucky
$4.4M +$18.7K +81 +0.4%
PAI
412
Pittenger & Anderson Inc
Nebraska
$4.32M -$248K -1,074 -6%
OPERF
413
Oregon Public Employees Retirement Fund
Oregon
$4.3M +$8.79K +38 +0.2%
Fisher Asset Management
414
Fisher Asset Management
Washington
$4.29M +$1.92M +8,290 +85%
Capital Fund Management (CFM)
415
Capital Fund Management (CFM)
France
$4.24M -$553K -2,390 -12%
AWM
416
AE Wealth Management
Kansas
$4.21M -$1.08M -4,685 -21%
EW
417
Evoke Wealth
California
$4.19M -$54.6K -236 -1%
BBHC
418
Brown Brothers Harriman & Co
New York
$4.17M -$5.68M -24,556 -58%
TIP
419
Torray Investment Partners
Maryland
$4.12M -$96.4K -417 -2%
Daiwa Securities Group
420
Daiwa Securities Group
Japan
$4.11M +$263K +1,136 +7%
ANBT
421
American National Bank & Trust
Texas
$4.08M +$372K +1,608 +10%
HIMCH
422
Hartford Investment Management Co (HIMCO)
Connecticut
$4.05M -$1.24M -5,359 -24%
HWM
423
HB Wealth Management
Georgia
$4.03M +$285K +1,234 +8%
SSA
424
Schonfeld Strategic Advisors
New York
$4.01M -$46.5M -201,206 -92%
BMSSC
425
B. Metzler seel. Sohn & Co
Germany
$3.94M -$4.59M -19,857 -54%

SHW Hedge Fund Activity: Q4 2022 in Review

1,329 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q4 2022, worth a combined $47.5B — up 14% from $41.5B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new SHW positions and 72 closed out — a net gain of 94 holders — while 448 added to existing stakes and 506 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $404M. The largest seller was Fidelity Investments, cutting an estimated $314M.

  • 1,329 institutional investors held Sherwin-Williams (SHW) as of Q4 2022, up from 1,259 in Q3 2022.
  • Funds reported $47.5B of Sherwin-Williams stock for Q4 2022, up 14% quarter-over-quarter.
  • 166 funds opened new Sherwin-Williams positions in Q4 2022 and 72 closed out, a net change of +94 holders.
  • The largest Sherwin-Williams buyer in Q4 2022 was Morgan Stanley, an estimated $404M added.
  • The largest Sherwin-Williams seller in Q4 2022 was Fidelity Investments, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2022.