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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
MA
551
Mosaic Advisors
Texas
$2.29M -$110K -400 -4%
LRPA
552
L. Roy Papp & Associates
Arizona
$2.28M -$552 -2 -0%
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$2.27M -$50.3K -182 -2%
BRWM
554
B. Riley Wealth Management
Tennessee
$2.26M +$355K +1,287 +17%
EIP
555
Epoch Investment Partners
New York
$2.23M -$6.13M -22,183 -71%
PGIM
556
Pacific Global Investment Management
California
$2.19M
KIA
557
KCM Investment Advisors
California
$2.17M -$755K -2,732 -24%
CGA
558
Crescent Grove Advisors
Illinois
$2.17M
SLG
559
Stanley-Laman Group
Pennsylvania
$2.17M +$272K +985 +13%
AC
560
Allstate Corporation
Illinois
$2.17M -$2.54M -9,186 -51%
Credit Agricole
561
Credit Agricole
France
$2.17M +$1.14M +4,124 +90%
PA
562
PFG Advisors
Arizona
$2.15M +$196K +709 +9%
SPIA
563
Steward Partners Investment Advisory
New York
$2.14M -$3.22M -11,642 -58%
RC
564
Rovin Capital
Arizona
$2.13M +$2.36M +8,553 New
RBA
565
Richard Bernstein Advisors
New York
$2.12M
BRWA
566
B. Riley Wealth Advisors
Florida
$2.12M -$37.6K -136 -2%
AAS
567
Avantax Advisory Services
Texas
$2.12M +$240K +868 +11%
PAM
568
Panagora Asset Management
Massachusetts
$2.11M -$842K -3,049 -27%
V
569
Veritable
Delaware
$2.09M +$277K +1,004 +14%
GAM
570
Griffin Asset Management
New York
$2.08M +$552 +2 +0%
BCV
571
Banque Cantonale Vaudoise
Switzerland
$2.07M -$746K -2,700 -25%
EHWM
572
Eads & Heald Wealth Management
Georgia
$2.06M -$33.4K -121 -1%
SCM
573
Stevens Capital Management
Pennsylvania
$2.05M +$2.27M +8,229 New
Wolverine Trading
574
Wolverine Trading
Illinois
$2.04M -$5.82M -21,087 -72%
SFS
575
Summit Financial Strategies
Ohio
$2.03M -$53K -192 -2%

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.