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Sherwin-Williams

1,356 hedge funds and large institutions have $50B invested in Sherwin-Williams in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 514 increasing their positions, 494 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $254M | Put options by funds: $212M

4% more repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 494

0.06% more ownership

Funds ownership: 77.21%77.27% (+0.06%)

6% less funds holding

Funds holding: 1,4421,356 (-86)

29% less capital invested

Capital invested by funds: $70.3B → $50B (-$20.4B)

37% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 190

57% less funds holding in top 10

Funds holding in top 10: 5624 (-32)

Holders
1,356
Holders Change
-86
Holders Change %
-5.96%
% of All Funds
21.39%
Holding in Top 10
24
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-57.14%
% of All Funds
0.38%
New
120
Increased
514
Reduced
494
Closed
190
Calls
$254M
Puts
$212M
Net Calls
+$42.4M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
476
Beaird Harris Wealth Management
Texas
$3.34M -$10.5K -38 -0.3%
CIM
477
Corbyn Investment Management
Maryland
$3.31M -$29.3K -106 -0.8%
RSWM
478
Robertson Stephens Wealth Management
California
$3.3M +$13.5K +49 +0.4%
CAN
479
Cetera Advisor Networks
California
$3.3M +$502K +1,818 +16%
ACI
480
Alpha Cubed Investments
California
$3.28M -$1.57M -5,681 -30%
TC
481
TAP Consulting
Missouri
$3.25M -$1.88M -6,811 -34%
SG
482
Stonnington Group
California
$3.24M -$1.19M -4,300 -26%
BFIM
483
Beese Fulmer Investment Management
Ohio
$3.23M -$128K -465 -3%
NA
484
NewEdge Advisors
Louisiana
$3.19M -$341K -1,234 -9%
Capital Fund Management (CFM)
485
Capital Fund Management (CFM)
France
$3.17M +$3.51M +12,700 New
EAM
486
Eukles Asset Management
Ohio
$3.15M +$4.97K +18 +0.1%
WG
487
Welch Group
Alabama
$3.13M +$532K +1,927 +18%
FT
488
Fiduciary Trust
Massachusetts
$3.12M -$241K -873 -7%
PAS
489
Park Avenue Securities
New York
$3.11M +$84K +304 +3%
WFG
490
Wills Financial Group
Virginia
$3.1M +$9.39K +34 +0.3%
CA
491
Clearstead Advisors
Ohio
$3.1M +$139K +505 +4%
IB
492
Iyo Bank
Japan
$3.08M +$1.1M +3,995 +48%
HWM
493
HB Wealth Management
Georgia
$3.07M +$893K +3,233 +36%
RT
494
Rockland Trust
Massachusetts
$3.05M -$342K -1,239 -9%
RWM
495
Ritholtz Wealth Management
New York
$2.99M -$154K -556 -4%
BG
496
Bahl & Gaynor
Ohio
$2.96M +$16.3K +59 +0.5%
HF
497
HRT Financial
New York
$2.96M +$3.28M +11,866 New
SF
498
Synovus Financial
Georgia
$2.96M +$175K +634 +6%
BP
499
Broadleaf Partners
Ohio
$2.96M +$14.9K +54 +0.5%
EWA
500
Exencial Wealth Advisors
Oklahoma
$2.95M +$554K +2,004 +20%

SHW Hedge Fund Activity: Q1 2022 in Review

1,356 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sherwin-Williams (SHW) for Q1 2022, worth a combined $50B — down 29% from $70.3B a quarter earlier.

Sellers outnumbered buyers: 190 funds closed out of SHW and 120 opened new positions — a net loss of 70 holders — while 494 trimmed existing stakes and 514 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $618M. The largest seller was T. Rowe Price Associates, cutting an estimated $545M.

  • 1,356 institutional investors held Sherwin-Williams (SHW) as of Q1 2022, down from 1,442 in Q4 2021.
  • Funds reported $50B of Sherwin-Williams stock for Q1 2022, down 29% quarter-over-quarter.
  • 120 funds opened new Sherwin-Williams positions in Q1 2022 and 190 closed out, a net change of -70 holders.
  • The largest Sherwin-Williams buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $618M added.
  • The largest Sherwin-Williams seller in Q1 2022 was T. Rowe Price Associates, an estimated $545M sold.

Based on aggregated 13F filings for Q1 2022.