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Sherwin-Williams

1,307 hedge funds and large institutions have $45B invested in Sherwin-Williams in 2022 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 468 increasing their positions, 514 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 2431 (+7)

20% more call options, than puts

Call options by funds: $344M | Put options by funds: $286M

0% more ownership

Funds ownership: 77.27%77.28% (+0%)

9% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 514

4% less funds holding

Funds holding: 1,3561,307 (-49)

10% less capital invested

Capital invested by funds: $50B → $45B (-$4.93B)

24% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 123

Holders
1,307
Holders Change
-49
Holders Change %
-3.61%
% of All Funds
22.02%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.52%
New
94
Increased
468
Reduced
514
Closed
123
Calls
$344M
Puts
$286M
Net Calls
+$58.1M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MP
451
McDonald Partners
Ohio
$3.16M +$20.3K +79 +0.6%
AAS
452
Ameritas Advisory Services
Nebraska
$3.15M +$14.6K +57 +0.4%
HWM
453
HB Wealth Management
Georgia
$3.14M +$446K +1,740 +14%
KFS
454
Kelly Financial Services
Massachusetts
$3.11M
AWCI
455
Alpine Woods Capital Investors
New York
$3.11M -$23.3K -91 -0.7%
AIM
456
Anchor Investment Management
South Carolina
$3.1M -$30.5K -119 -0.9%
AWM
457
Angeles Wealth Management
California
$3.1M -$188K -734 -5%
BFIM
458
Beese Fulmer Investment Management
Ohio
$3.09M +$226K +879 +7%
ANBT
459
American National Bank & Trust
Texas
$3.08M -$3.36M -13,116 -49%
MAM
460
Marketfield Asset Management
New York
$3.06M
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$3.02M +$612K +2,384 +21%
PTC
462
Private Trust Company
Ohio
$3.01M -$361K -1,406 -9%
CA
463
Clearstead Advisors
Ohio
$3M +$258K +1,005 +8%
WG
464
Welch Group
Alabama
$3M +$223K +869 +7%
PAG
465
Private Advisor Group
New Jersey
$2.99M -$1.03M -4,029 -23%
NMERB
466
New Mexico Educational Retirement Board
New Mexico
$2.99M -$180K -700 -5%
TPCW
467
TD Private Client Wealth
New York
$2.99M -$110K -428 -3%
RSWM
468
Robertson Stephens Wealth Management
California
$2.98M +$17.2K +67 +0.5%
CPA
469
Capital Planning Advisors
California
$2.94M -$67.2K -262 -2%
NA
470
NewEdge Advisors
Louisiana
$2.94M +$87.2K +340 +3%
HWAM
471
Hennion & Walsh Asset Management
New Jersey
$2.94M -$793K -3,092 -19%
SG
472
Stonnington Group
California
$2.93M -$46.2K -180 -1%
WMSA
473
Weiss Multi-Strategy Advisers
New York
$2.92M +$3.35M +13,050 New
CIM
474
Corbyn Investment Management
Maryland
$2.9M -$81.8K -319 -2%
CCG
475
Cypress Capital Group
Florida
$2.9M -$550K -2,144 -14%

SHW Hedge Fund Activity: Q2 2022 in Review

1,307 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q2 2022, worth a combined $45B — down 9.9% from $50B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SHW and 94 opened new positions — a net loss of 29 holders — while 514 trimmed existing stakes and 468 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.41B. The largest seller was Bank of America, cutting an estimated $681M.

  • 1,307 institutional investors held Sherwin-Williams (SHW) as of Q2 2022, down from 1,356 in Q1 2022.
  • Funds reported $45B of Sherwin-Williams stock for Q2 2022, down 9.9% quarter-over-quarter.
  • 94 funds opened new Sherwin-Williams positions in Q2 2022 and 123 closed out, a net change of -29 holders.
  • The largest Sherwin-Williams buyer in Q2 2022 was T. Rowe Price Associates, an estimated $1.41B added.
  • The largest Sherwin-Williams seller in Q2 2022 was Bank of America, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2022.