We are live on ! Find out more
SHW icon

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
CI Investments Inc
526
CI Investments Inc
Ontario, Canada
$2.54M -$943K -3,415 -25%
KC
527
Kenfarb & Co
Kentucky
$2.52M -$23.5K -85 -0.8%
Fuller & Thaler Asset Management
528
Fuller & Thaler Asset Management
California
$2.51M +$331K +1,200 +14%
CC
529
Cartenna Capital
Connecticut
$2.5M +$2.76M +10,000 New
FDS
530
Freedom Day Solutions
Texas
$2.48M -$111K -401 -4%
FNBOMD
531
First National Bank of Mount Dora
Florida
$2.46M +$468K +1,695 +21%
SLI
532
Sumitomo Life Insurance
Japan
$2.45M -$39.5K -143 -1%
HT
533
Heritage Trust
Oklahoma
$2.45M +$7.18K +26 +0.3%
DADC
534
D.A. Davidson & Co
Montana
$2.44M -$512K -1,853 -16%
IMRF
535
Illinois Municipal Retirement Fund
Illinois
$2.44M
SC
536
Slow Capital
California
$2.43M -$1.31M -4,738 -33%
Lido Advisors
537
Lido Advisors
California
$2.43M +$202K +732 +8%
PPWM
538
Paragon Private Wealth Management
Kentucky
$2.43M -$138K -498 -5%
IA
539
IAM Advisory
Pennsylvania
$2.4M
NMIMC
540
Northwestern Mutual Investment Management Company
Wisconsin
$2.4M -$347K -1,256 -12%
Qube Research & Technologies (QRT)
541
Qube Research & Technologies (QRT)
United Kingdom
$2.35M +$1.44M +5,214 +124%
MC
542
Moors & Cabot
Massachusetts
$2.33M -$12.2K -44 -0.5%
BF
543
BOK Financial
Oklahoma
$2.33M -$1.38M -5,008 -35%
OC
544
Oppenheimer & Co
New York
$2.31M +$97.2K +352 +4%
AAM
545
Azzad Asset Management
Virginia
$2.3M +$123K +446 +5%
GEA
546
Glen Eagle Advisors
New Jersey
$2.3M -$17.4K -63 -0.7%
NEI
547
Northwest & Ethical Investments
Ontario, Canada
$2.3M -$3.46M -12,527 -58%
EI
548
Ethic Inc
New York
$2.3M -$1.6M -5,785 -39%
IIA
549
ICW Investment Advisors
Arizona
$2.3M +$18.8K +68 +0.7%
SPC
550
Sigma Planning Corp
Michigan
$2.29M +$142K +514 +6%

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.